Note: If you see a Potential Customers or Based on Customer dropdown list, select the customer you are looking for from the list. If the customer you are looking for is not in the dropdown list, continue with the steps below.
Use one or more of the following search techniques and click Search:
Enter one or more of the customer's names. Try typing just the first few characters of the name, or click Sounds Like if you are unsure of the spelling.
Enter the customer's Email Address or Phone number.
Scan the customer's membership pass card, or enter the Customer ID, Family ID, or alternate key if you know it.
To filter the search results by customers created from the prospective customer questionnaire form, select the Customer Source dropdown > :
All sources option to include both customers created and NOT created from the prospective customer questionnaire form.
Prospect form option to include only customers created from the prospective customer questionnaire form.
Non-prospect form option to include only customers NOT created from the prospective customer questionnaire form.
If you get too many search results, try entering information into additional search fields. This should narrow down your search.
If you get no results, try removing information that could possibly have been misspelled from your search criteria. Focus on search fields that use numbers, like Phone number or Zip Code.
If you have tried multiple searches and still can't find the customer you are looking for, click Add New to create a new customer record. The system will alert you if it detects that you are entering a duplicate customer.
For Express Registrations (with a simplified registration process that does NOT require the customer to have account), enter the customer's First Name, Last Name and Email Address, and then click the Submit button. If matching existing customer accounts are found, then you can either:
Select an existing customer account by clicking the customer's name.
Continue to register the customer without an account by clicking the Continue as a drop-in customer button.
Enabling the enhanced customer account view for customer searches
Adding or removing fields to use in customer searches
Adding or modifying a customer