OnTrack
  • Getting Started
    • OnTrack Docs
      • Setting Up Stripe
    • Logging In
      • User Accounts
        • Creating User Accounts
        • Managing User Privileges
        • Resetting Passwords
        • Editing & Deleting Accounts
    • Navigating
    • Configuration
      • General Settings
        • Payment Receipts
      • Portal Settings
  • Constituents
    • Understanding Constituents
    • Navigating The Constituent Module
      • Merging Constituents
    • Adding Constituents
      • Batch Adding Participants
    • Constituent Details
      • Profile Image
      • Unique IDs
      • Tag Management
      • Customizing Allergies & Medications
      • Relationship Management
      • Managing Notes
      • SMS Phone Numbers
      • Taking Payments
        • Processing Refunds
    • Constituent Clean-up
  • Memberships
    • Understanding Memberships
    • Adding Memberships
      • Renewing Memberships
      • Searching Memberships
  • Programming
    • Understanding Programs
    • Schedules
      • Building Schedules
        • Adding Recurring/Bulk Classes
      • Adding Program Templates
      • Rosters
        • Schedule Actions
      • Fee Management
    • Core Essential Services & Topics
  • Registration
    • Register Participants
    • Online Registration
      • Parent Portal
        • Registration
        • Dashboard
      • Making Programs Available Online
      • Making Memberships Available Online
    • Registration Settings
      • Notifications
    • Registration Form
  • Attendance
    • Taking Attendance
      • Center Attendance
        • Individual Attendance
          • Back Entering Attendance
        • Bulk Attendance
      • Program Attendance
        • Taking Attendance
        • Instructor Portal
          • Logging In & Taking Attendance
          • Configuring Custom Messages
    • Modifying & Deleting Attendance
    • Check-In Cards
      • Printing Check-In Cards
    • Emergency Roster
  • Reporting
    • C360 BI
      • Navigation & Terminology
      • Collections
      • Questions
    • Accounting
    • Data Definitions
  • Locations, Files & Email Templates
    • Locations & Venues
    • File Assets
    • Email Templates & Messages
      • Email Templates
      • Viewing Sent Messages
  • Updates
    • Releases
      • Parent Portal, Custom Forms & More
    • Change Log
Powered by GitBook
On this page
  1. Memberships
  2. Adding Memberships

Searching Memberships

PreviousRenewing MembershipsNextUnderstanding Programs

Last updated 1 year ago

By managing participants' memberships, you can effectively segment constituents and facilitate quicker searches in the Constituents Module. This allows you to search based on membership level, membership status, or combinations of both.

For example, you can search for all constituents who have a specific membership level, such as "Gold Member," to quickly identify those with a certain level of membership benefits. Additionally, you can search for constituents based on their membership status, such as "Active" or "Expired," to easily distinguish between current and past members.

Moreover, you can combine these search criteria to further refine your search results. For instance, you can search for constituents who have a "Silver Member" level and an "Active" status to find those who currently hold that specific membership level.

Searching constituents by membership