Locating Member Accounts (Checking for Duplicates)

To look-up a member outside of the CMS Appointments Members filter, click the "Members" tab at the top and enter the clients name, phone number, email or member ID.

This is a great way to check for duplicate accounts or if we only have the first name and last initial of a customer that we're trying to locate.

You can also look up a member by using the pop-out search bar on the right side of CMS.