View/Edit Member

View/Edit Member

During registration, member information can be viewed by clicking on the member name.  This opens up the “Edit Member” pop-up.  Any Profile or Additional Information can be edited/updated.  Click “Save”, “Next” or “Cancel” accordingly and continue the registration process. 
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    • View/Edit Member Additional Info

      To view/edit a member’s additional information collected via member custom form, click on “User Management” & search for the user account.  Next, hover over the Action icon to the left of the user, & select “View User Options”.  On the View User ...
    • Edit Member

      To edit a member, click on “User Management” & search for the user account.  Next, hover over the Action icon to the left of the user, & select “View User Options”.  On the View User Options page, click “View Members”; then, hover over the action ...
    • Add/Edit Notes

      Add Note: View Member: To add notes for a member on a user account, click on “User Management” & search for the user account. Next, hover over the Action icon to the left of the user, & select “View User Options”. On the View User Options page, click ...
    • View/Modify Schedule

      To view/modify a schedule, click on “User Management” & search for the user’s account. Next, hover over the Action icon to the left of the user, & select “View User Option”; then, click “View My Schedules”. All orders for the user are sorted by ...
    • Viewing/Editing a Custom Form

      To edit a custom form, click on "Configuration" & select "Custom Form"; then,hover over the Action icon to the left of the custom form, & select "View/Edit".  The custom form will open in view mode. To modify the custom form, click the pencil icon in ...

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