If you want to view details of a member who has registered online, or purchased Lotto through your website, you will be able to view a summary of their information at any time through the Search feature.
To begin, click the Search option on the left-hand side menu.
In the Search menu, you will see a list of all members. This list will show you the first name, last name, and Date of Birth of any member who has purchased Membership (or Lotto) through your website. You will be able to filter this list by inputting a name in the search bar at the top of the page or by inputting an exact DOB on the top right-hand side.
To view more information about the member, simply click on their name to bring up their details.
The user details will give an overview of the members history with the club. At the top of the page you will see basic information about the member such as their Gender, D.O.B. contact details and address. You will also see if a member has verified their email address on their Clubforce Account.
Below this, you will see two tabs; Membership Plans and Linked Accounts.
This will list all registration plans purchased by this member, with Date of Purchase, Price and Status of the Membership visible. You will be able to view the details of the form by clicking the blue underlined text titled Registration Details
The registration details will list the all information associated with and submitted by the member when they registered online. If there is an incorrect detail that needs to be updated, you will be able edit the details by clicking the blue Edit Registration Details button on the top right-hand corner.
A pop-up will appear on screen with the membership form as inputted by the member. From here, you will be able to edit any submitted information by the member. Once you have made your changes, click the blue Update Registration button to save the form for this member.
This will list any members linked to the account of the member profile you are viewing.
The linked accounts will either consist of other members registered under the account of the member you are viewing or the account that actually registered the member you are viewing.
For example, if you view a Juvenile record, you will see the Parent/Guardian record that registered this member. If viewing the Parent/Guardian record, you will see the Juvenile record they registered.
By clicking the blue underlined text titled View profile, you will be redirected to that member profile instead.
To view a full step-by-step interactive tutorial, click on the link below