Finding a Member
The Members search page lets you look up any member in your franchise using one or more filters.
Available Search Filters
| Filter | What It Searches |
|---|---|
| Franchise | Limits results to a specific franchise location (defaults to your selected franchise) |
| Account | The member's account number (e.g. 4021062) |
| Email Address | The member's primary email address |
| Phone | Primary or secondary phone number |
| First Name / Last Name | The member (parent/guardian) name |
| Child First Name / Child Last Name | The name of a registered child under the account |
You do not need to fill in every filter — just one or two is usually enough. Hit Search to run.
Quick Search Shortcuts
Click the arrow on the right side of the Search button to access quick filters:
| Option | What It Returns |
|---|---|
| Today's Members | Members created today |
| Members Since Yesterday | Members created in the last 48 hours |
| Members for 7 Days | Members created in the last 7 days |
| Create Member List | Opens advanced list-building options |
| Add Member | Shortcut to create a new member |
| Rapid Member Entry | Fast entry mode for adding multiple members quickly |
Creating a New Member
To add a new member to your franchise, click the Search dropdown and select Add Member, or use the Rapid Member Entry option to add multiple members at once.
Required Fields
The following fields must be completed before a member record can be saved:
- First Name and Last Name
- Email Address
- Primary Phone
- Address, City, State, and Zip Code
- Date of Birth
- Gender
- How did you hear about us? (Referrer)
After Saving
Once saved, you'll land directly on the new member's record where you can add children, process a registration, or update any additional information.
The Member Record
In FM 3.0, everything about a member is organized into tabs across the top of the record. This replaces the list of action links on the right side of FM 2.0.
The member record header shows the member's name, account number, and two action buttons:
- Merge icon — Merge this member with another account
- Save icon — Save changes made on the current tab
Tab by Tab Guide
The member record tabs are split into two groups separated by a visual divider. The most frequently used tabs appear on the left; supporting tabs appear to the right of the divider.
Primary Tabs
The member's personal details: name, address, phone, email, date of birth, gender, T-shirt size, referrer, and alert flags. This is where you edit core member information.
All program registrations tied to this account — past and present. Includes a Waitlisted status indicator and Franchise column. Click any row to open the full registration record.
The member's volunteer history and background check status. A view button appears on rows where a background check record exists. Includes a Valid Through date column.
Account credits available to use toward registrations. Add new credits, view expiry dates, and see the credit history. Includes a bulk credit option.
Support cases and follow-up notes tied to this member. Add new cases, view open items, and track resolution status.
Players registered under this account. Add, edit, or merge children here. Each child record holds their name, date of birth, and gender.
Secondary Tabs
Email history for this member. Click the view button on any row to open the full message in a side panel. Includes a Date Sent column with correct timezone display.
Franchise-specific settings: email opt-out, blacklist status (with required note), coaching issues (with required note), and league score posting permission. Each franchise the member belongs to has its own settings panel.
Accounts that have been linked together (e.g. family members with separate accounts). Link or unlink members from here.
Merchandise order history. Single tracking numbers are clickable links to the carrier's tracking page. Multiple tracking numbers open a detail drawer. Click the view button on any order row for full order details.
Internal notes visible to franchise staff. Add free-form notes about the member. Notes can be marked as corporate-only if needed.
Members or registrations referred by this account. Tracks referral history and any referral credits earned.
360 feedback and reviews submitted for this member. Read-only view of ratings and comments.
Text message history sent to this member, plus their current text opt-in status — showing which message categories (Program Information, Program Changes, Reminders, etc.) they are opted into.
Common Tasks
How to Edit Member Information
- Open the member record and make sure you're on the Basic Info tab.
- Update the fields you need to change.
- Click the Save button (disk icon) in the top-right of the record.
How to Issue a Credit
- Go to the Credits tab on the member record.
- Click Add Credit.
- Select the credit type, enter the amount, and set an expiry date if applicable.
- Save. The credit will be available the next time the member registers.
How to Blacklist a Member
- Go to the Franchises tab on the member record.
- Find your franchise panel and toggle Blacklisted on.
- A Blacklist Note field will appear — this is required. Enter the reason.
- Click Save.
How to Opt a Member Out of Emails
- Go to the Franchises tab on the member record.
- Find your franchise panel and toggle Opt Out of Emails on.
- Click Save.
How to Merge Duplicate Members
- Open one of the duplicate member records.
- Click the Merge icon (top-right of the record header).
- Search for the other account to merge with.
- Select the account and confirm. Choose which record to keep.
How to Add a Support Case or Note
- For support follow-ups: go to the Cases tab and click Add Case.
- For internal staff notes: go to the Notes tab and click Add Note.
How to Send Program Details by Email
Where Did It Go?
If you're used to FM 2.0, here's where to find everything that used to appear as action links on the right side of the member record.
| FM 2.0 Action Link | → | Where It Is in FM 3.0 |
|---|---|---|
| Register For A Program | → | Registrations tab — click Add Registration |
| Volunteer Application | → | Volunteering tab |
| Support Cases (Notes & Follow Ups) | → | Cases tab |
| Send Email To Member | → | Emails tab — Send Program Details button |
| Member Coaching History | → | Volunteering tab |
| Listen 360 Comments | → | Reviews tab |
| Merge Members | → | Merge icon in the member record header (top-right) |
| Link Members | → | Linked Members tab |
| Resend New Member Email | → | Basic Info tab — email action button Not currently available in FM 3.0 — use FM 2.0 Members › Members/Registrations |
| Give A Member Credit | → | Credits tab — Add Credit |
| Background Check | → | Volunteering tab |
| Referrals | → | Referrals tab |
| Send Program Details Email | → | Emails tab — Send Program Details button Not currently available in FM 3.0 — use FM 2.0 Members › Members/Registrations |
| Track SMS Texts | → | Texts tab |
| Track Operational Emails | → | Emails tab |
| Merchandise Promo Codes | → | Merchandise tab |
| Text Opt In Status | → | Texts tab — shown in the status card at the top |
| Call Opt In Status | → | Basic Info tab — Communication Preferences section |
| This Member Is Blacklisted | → | Franchises tab — Blacklisted toggle |
| This Member Has A Coaching Issue | → | Franchises tab — Coaching Issues toggle |
| Can Post League Scores | → | Franchises tab — Post League Scores toggle |
| Check here to Opt Out of Emails | → | Franchises tab — Opt Out of Emails toggle |
| CCM Member Alert | → | Basic Info tab — Has Alert toggle + Alert Message |