Last modified by David Stadnyk on 2026/03/17 15:29

From version 35.2
edited by David Stadnyk
on 2026/03/17 15:19
Change comment: There is no comment for this version
To version 37.4
edited by David Stadnyk
on 2026/03/17 15:28
Change comment: There is no comment for this version

Summary

Details

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2 2  
3 3  = Navigating The New Member Portal =
4 4  
5 -Welcome to the Member Portal. Once you log into your member account, the icons on the right will take you to your **Dashboard, Members, Staff, Sales, Billing, Reports, Check In, Support, Admin, and Setup**. These icons are on your right when viewing with your browser, or at the bottom of the screen when viewing on a mobile device. On your mobile device, the sign-out option is the three dots in the upper right.
5 +Welcome to the Member Portal. Once you log into your member account, the icons on the left will take you to your **Dashboard, Members, Staff, Sales, Billing, Reports, Check In, Support, Admin, and Setup**. These icons are on your right when viewing with your browser, or at the bottom of the screen when viewing on a mobile device. On your mobile device, the sign-out option is the three dots in the upper right.
6 6  
7 -[[image:kb-2091155457-2112258051-1.png]]
7 +[[image:1773760808510-304.png]]
8 8  //**View on computer browser.**//
9 9  
10 10  [[image:kb-2091155457-2112192521-1.png]]
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14 14  [[image:kb-2091155457-2112290817-1.png]]
15 15  The **Dashboard **will give you a quick view of any alerts/messages, upcoming classes that your have pre-booked, remaining sessions purchased and upcoming scheduled payments.
16 16  
17 -**Profile **
18 -[[image:kb-2091155457-2091155491-1.png]]
19 -The **Profile **section gives options to view/edit your **Profile, Personal Details, Manage Memberships, Manage Invoices**,** Recurring Payments **and **Payment Methods. **
17 +**Members**
18 +\\The Members** **section gives different options to search for existing members by first and last name, phone number, email, member ID, etc**. **
20 20  
21 -[[image:kb-2091155457-2112159755-1.png]]
22 -**Editing your profile.**
20 +[[image:1773761069710-106.png]]
23 23  
24 -=== **Add a profile image.** ===
25 25  
26 -You can add a picture by clicking the **“pencil”** to upload your profile image.
27 -
28 -=== **Questionnaires** ===
29 -
30 -If your organization has assigned any waivers or questionnaires to you, you will see those under the **Questionnaires **option. You can view any completed questionnaires, or fill out any unfinished ones.
31 -
32 -=== **Notification Settings** ===
33 -
34 -Update your communication preferences by choosing how you would like to receive emails or texts from your organization. //Note: Your organization can confirm if they will send you texts, emails or both.//
35 -
36 -[[image:kb-2091155457-2091286536-1.png]]
37 -
38 38  === **Health Information** ===
39 39  
40 40  Enter any **Emergency Contacts, Heath Insurance** **Information**, or **Additional Information** that your organization may require.
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79 79  
80 80  Click here to manage your credit card or bank account information. You can edit any current cards on file or add additional cards.
81 81  
82 -[[image:kb-2091155457-2091253782-1.png]]
67 +
83 83  **Schedule**
84 84  [[image:kb-2091155457-2091352099-1.png]]
85 85  
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1 +XWiki.DavidStadnyk
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