> 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/control-panel-overview/membership-management-hub/view-profile.md). # How to View a Member's Profile ### Before you begin (Prerequisites) * **Permissions**: You must be an **Administrator**, **Supervisor**, **Manager**, **Support**, or **Account Rep**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md). * **Member Data**: The member must exist in the CRM. You need their name or email to search. ### Instructions 1. Use the **Search** icon (magnifying glass) in the top navigation bar. Type the person's name or email and select their profile. > Alternatively, navigate to [**CRM > View People**](https://control.peoplevine.com/customers), search by name or email, click **APPLY**, and click the person's **Name**. > **Note (Pro Dash):** Navigate to **CRM > People > View People**. 2. Review the profile. The page has three areas: **Top area:** * **Profile Card** (left): Name, company, title, address, phone, mobile, email, customer type, lifecycle stage. Star icon for VIP (see: [How to Mark a Member as VIP](/products/control-panel-overview/membership-management-hub/mark-member-vip.md)). The `customer_no` (unique profile ID) is visible in the URL bar when viewing a profile — this is the key identifier used in imports and API calls. * **Info cards** (top right): Total Spend, Unpaid Balance, Available Credits, Total Points. **Left sidebar** (quick actions — always visible while scrolling): * Events & Ticketing, Content & Landing Pages, Newsletters, Subscriptions & Transactions, Memberships, Loyalty & Rewards, Data Tools (Change History), Admin Tools (MERGE PERSON). **Main content sections** (in scroll order — only sections with data appear): * **Notes** — Staff notes with ADD NOTE button. * **Communication** — Message history (emails, SMS) with ALL COMMUNICATION button. * **Attributes** — Custom attribute tags (e.g., Allergies, VIP client type) with ASSIGN AN ATTRIBUTE button. See: [How to Manage Custom Attributes](/products/control-panel-overview/admin-overview/manage-custom-attributes.md). * **Subscriptions** — Active subscriptions with billing details. * **Memberships** — Membership cards with Edit, View, Check In buttons. * **Member Check-Ins** — Check-in activity log. * **Gift Certificates** — Gift cards with balances. * **Orders** — Recent orders with VIEW ALL link. * **Frequently Purchased Items** — Top 10 products. * **Appointments** — Upcoming and past bookings. * **Received Passes / Transferred Passes / Generated Passes / Redeemed Passes** — Guest pass and voucher activity. The **Generated Passes** section lists the vouchers the member has received (e.g., guest passes, session vouchers) with their Issued and Expires dates and a **REDEEM** option per row; filter by **Status** or click **VIEW ALL**. Daily guest passes are not shown here — they appear in the Member Portal and Check-In App. * **Monthly Statements** — Billing statements by month. * **Transactions** — Recent transactions with status badges. * **Credits** — Purchased credits (stipends, vouchers). * **Payment Methods** — Cards and bank accounts on file. * **Campaign Queue** — Triggered campaigns with send status. * **Surveys Answered** — Form submissions with response links. * **Affiliate Accounts** — Affiliate referral data. * **Newsletters** — Newsletters sent with open/click tracking. * **Linked People** — Associated customers (family, guests, sub-members). * **Registered Events** — Events attended with ticket counts. * **Loyalty Points** — Points earned with approval status. * **Connected Platforms** — Integration sync status with PUSH MEMBER button. > **Note**: Only sections with data appear. A new CRM profile may show only Notes and Communication until the person has memberships, transactions, or other activity. > **Note**: Membership status cannot be changed from the profile view. To change status, click **Edit** on the membership card via [**MEMBERS > View Members**](https://control.peoplevine.com/membership/0/members). If the membership has a linked subscription, the Status dropdown is not available on the card — edit the subscription instead (see: [How to Edit a Membership](/products/control-panel-overview/membership-management-hub/edit-membership.md)). ### Best Practice Check the membership status badge first. It tells you immediately if there is a billing or access issue. Read staff notes before contacting the member for important context. ### What Happens Next * **Next step**: [How to Edit a Member's Profile](/products/control-panel-overview/membership-management-hub/edit-profile.md) or [How to Edit a Membership](/products/control-panel-overview/membership-management-hub/edit-membership.md). To manage the custom Profile Questions that appear on CRM profiles, see: [How to Manage CRM Profile Questions](/products/control-panel-overview/forms-overview/manage-profile-questions.md). *** *Last updated: 2026-06-12* --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.peoplevine.com/products/control-panel-overview/membership-management-hub/view-profile.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.