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Search for a Member

Learn how to search for a Member in Topo, including search by name, email, phone, barcode, QR token, or identifiers.

When to use this

Use this article when you need to search for a Member in Topo. The main staff surface is Staff > Members. It is written for Front Desk.

What this covers

Member search results annotated with search field, member status chips, and quick action buttons
  • Search by name, email, phone, barcode, QR token, or identifiers

  • Read status chips

  • Use filters

  • Handle duplicate records

Before you start

  • Open Staff > Members.

  • Use a staff role that can view or edit members for the action you are taking.

  • Check the selected location when reviewing front-desk access. Some member lists and check-in options are filtered by recent visits or location-scoped access.

  • Confirm the correct location is selected before check-ins, guest entries, kiosk handoff, or POS sales.

  • Keep the member profile open when resolving blockers so you can verify waivers, access, payment status, and notes in one place.

Steps

  1. Open Members or use the dashboard search.

  2. Search by name, email, phone digits, QR token, barcode, or other known identifier.

  3. Use status chips and contact details to distinguish same-name members.

  4. Open the profile before checking in, editing, or selling member-specific access.

  5. If duplicate records appear, compare birthday, family group, recent visits, and email before editing.

What happens after saving or completing this

  • The change is reflected in the relevant staff screen and activity history.

  • If the workflow affects members, payments, access, inventory, or email, review that downstream area before moving on.

Common issues and fixes

  • Check-in is blocked after a sale: payment does not override missing waivers, archived status, frozen access, expired proficiency, or wrong-location access.

  • The member is not found: search by full name, email, phone digits, and QR token before creating a new profile.

  • A family or guest check-in has mixed results: resolve each person separately because waivers, access, age, and proficiency can differ inside one group.

Related articles

  • Use the Member Directory

  • Resolve Check-In Blockers

  • Sell Access from POS

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