TeleWellness Portal
  • Introduction
  • HELPFUL RESOURCES
    • Getting Started
    • FAQ
      • Appointments
      • Meal Plan
  • User Management
    • Roles and Permissions
    • Manage Coaches
      • Coach tab
        • Register a new coach
          • Assign Members
        • Edit an existing coach
      • Calendar tab
        • Appointment Types
        • Appointment Alerts
      • Note Templates tab
    • Manage Members
      • Create a new member
      • Edit member's information
      • Filter members
  • Using the TeleWellness Portal
    • Login and logout to the Portal
    • Navigating the TeleWellness Portal
      • Home
      • Dashboard
      • Admin Dashboard
      • Coach Dashboard
        • Progress Tab
          • Filtering the information
          • Checking the user’s streak progress
          • Checking the user's activities progress
          • Showing the food log history
          • Checking the user's recap questions
          • Checking the user's weight log history
          • Showing user’s program journey
          • Checking user’s water intake history
        • Meal Plan tab
        • Notes tab
        • Appointments tab
        • Lab Tests tab
        • Wellness Plans tab
      • Messages
      • Meal Plans
        • Manage Meal Plans
          • From Scratch
          • Smart Meal Plan
      • Scheduling
      • Wellness Plan
        • Manage Protocols
        • Manage Wellness Plan Templates
    • Note Templates
  • API Reference
    • Generate Authorization Token
    • Appointments
      • Appointment Types
      • Add Appointment Credits
    • Coaches
      • Coach List
      • Update a Coach
      • Create a Coach
      • Invite Coach
    • Members
      • Member List
      • Members List
      • Program List
      • Update member's program
      • Assign Coach to Member
    • Lab Test Reports
      • Lab Test Report List
      • Create a Lab Test Report
      • Update Lab Test Report
      • Delete a Lab Test Report
    • Wellness Plans
      • Create a Supplement Plan for Member
      • Update Member Supplement
      • List Member Supplement Plans
      • Delete Member Supplement Plan
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On this page
  • Filter members
  • Filter by Full Name
  • Filter by Date of Birth
  • Filter by email
  • Filter by my assigned members
  1. User Management
  2. Manage Members

Filter members

PreviousEdit member's informationNextLogin and logout to the Portal

Last updated 3 years ago

List all the available members for the logged-in coach. On the left side of the screen, the list of Members that are associated with the current Coach is listed:

Filter members

Use the filters and sort options to help find the members you need to manage.

Filter users by full name, birth date or email. Click on the down arrow to choose the search option:

Filter by Full Name

Select the FULL NAME option from the dropdown and enter the member name into the search box and as you type, you may see some results begin to appear below the toolbar's search box.

Filter by Date of Birth

Select the DATE OF BIRTH option from the dropdown and enter the member's birth date into the search box in the YYYY-MM-DD format.

As you type, you may see some results begin to appear below the toolbar's search box.

Filter by email

Select the EMAIL option from the dropdown and enter the email address in the search box. In the list of matching accounts that appears:

Filter by my assigned members

Click on the checkbox to list your assigned members:

See the example below where assigned users are listed in the search:

Select any of the Members listed to view their information:

Search members that are .

assigned to the logged-in user