Improve badges in search bar (the old user/customer/member) badges
I now see that when searching for a member, user types are only showing as “User” and “Lead.” I used to rely heavily on the “Member” vs. “Customer” ID to quickly find accounts.
I am looking for something that differentiates between current member and past member in the search function.
What you have below as Active, Lead and Expired would be fine. The previous, Member, Lead, Customer--also fine.
Active (an active membership or credit pack)
Lead (no purchases yet or previous expired purchase) - as they are basically a lead again for the gym owner.
And/OR
Member (an active membership)
Customer (an active credit pack - shows as member if part of membership)
Lead (no purchases yet)
Expired (previous expired purchase)
Some members sign up with different email addresses, and from the search there is no way I can tell which account is the active account, so I have to click them all.
This seems pretty basic to have not been on here - especially when it comes to lead management
Brian Rooney
•
Sep 16
Should be able to search on last 4 digits of phone. Need to make sure search methods are the same everywhere in the system. our previous exercise.com system had different search capabilities depending on where you were in the system. It was a nightmare!
Danni Small
•
Feb 24, 2025
I agree, I would love to be able to search phone numbers as a lot of our members have the same or similar names!
David Lyon
•
Aug 19, 2024
This would be a valuable feature to have and display in the search alongside the customers name and email. We've experienced situations where customers have extremely similar names and email addresses, the ability to search by mobile number and confirm a persons identity by the last few digits of a mobile number would be incredibly helpful and much more efficient.
Alex Weeks
•
Nov 20, 2023
Hi Team, Can this please be considered for the 'select clubs' pages. This screen initially populates 5 of our clubs. Making it confusing for those seeking to select the clubs that are omitted. Thanks
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Comments6
Logan Daly-Doersam
Oct 5
•Merged request
•3 votes
Improve badges in search bar (the old user/customer/member) badges
I now see that when searching for a member, user types are only showing as “User” and “Lead.” I used to rely heavily on the “Member” vs. “Customer” ID to quickly find accounts.
I am looking for something that differentiates between current member and past member in the search function.
What you have below as Active, Lead and Expired would be fine. The previous, Member, Lead, Customer--also fine.
Active (an active membership or credit pack)
Lead (no purchases yet or previous expired purchase) - as they are basically a lead again for the gym owner.
And/OR
Member (an active membership)
Customer (an active credit pack - shows as member if part of membership)
Lead (no purchases yet)
Expired (previous expired purchase)
Some members sign up with different email addresses, and from the search there is no way I can tell which account is the active account, so I have to click them all.
Faaris Merali
Oct 5
•Merged request
•2 votes
Search users / leads by Phone number
This seems pretty basic to have not been on here - especially when it comes to lead management
Brian Rooney
Sep 16
Should be able to search on last 4 digits of phone. Need to make sure search methods are the same everywhere in the system. our previous exercise.com system had different search capabilities depending on where you were in the system. It was a nightmare!
Danni Small
Feb 24, 2025
I agree, I would love to be able to search phone numbers as a lot of our members have the same or similar names!
David Lyon
Aug 19, 2024
This would be a valuable feature to have and display in the search alongside the customers name and email. We've experienced situations where customers have extremely similar names and email addresses, the ability to search by mobile number and confirm a persons identity by the last few digits of a mobile number would be incredibly helpful and much more efficient.
Alex Weeks
Nov 20, 2023
Hi Team,
Can this please be considered for the 'select clubs' pages.
This screen initially populates 5 of our clubs. Making it confusing for those seeking to select the clubs that are omitted.
Thanks