> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/check-in-app-overview/view-member-profiles.md).

# How to View Member Profiles in the Check-In App

### Before you begin (Prerequisites)

* **Device**: Check-In App installed on an iPad and logged in.
* **Member**: The member has a CRM profile in Peoplevine.

### Instructions

#### Access the member directory

1. Open the Check-In App on the iPad.
2. Tap the **CRM** section to open the member directory.

#### Filter and switch views

3. Tap the filter option to narrow the list. For example, select **VIP** to show only members flagged as VIP.
4. To see more members at once, tap the **table view** icon to switch to a condensed list view.

#### Navigate to a member's profile

5. Tap a member's name to open their CRM profile.
6. On the profile, you can view:
   * Basic contact details: email address and phone number
   * Membership details and current status
7. Tap the **Notes** tab to read staff notes on the member's record. Profile attributes (tags) are shown on the **Profile** tab.
8. Tap the **Bookings** tab to view the member's reservations — today's and upcoming.

#### Edit basic details

9. To update the member's basic information, tap the edit option on the profile and make your changes.

#### Add a guest from the member directory

From the member directory screen, use the add guest option to create a new guest record without first completing a full check-in.

> Information entered or edited in the Check-In App saves directly to the CRM profile and is immediately reflected in the Control Panel. Both use the same data source.

### What Happens Next

* Changes made in the app appear in the Control Panel under the member's CRM profile.
* Notes added here are visible to other staff in the app and in the Control Panel.
* **Next step**: To check in a member after viewing their profile, see [How to Check In a Member by Scan](/products/check-in-app-overview/scan-member.md) or [How to Look Up a Member Manually](/products/check-in-app-overview/manual-lookup.md).

***

**Video walkthrough**: [CRM Profiles — Check-In App](https://screeching-catfish.clueso.site/share/63bbb4e0-676a-4362-bed2-b91220543b5e)

*Last updated: 2026-07-12*


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