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How to "Switch to" a Member Account

Updated this week

The "Switch To" feature lets admins view the account and payment screens exactly as a member experiences them β€” useful for troubleshooting, verifying billing, and reviewing account details.
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​How to access it

Go to your Dashboard and select Membership > Accounts. In the third column, click Switch next to the member whose account you want to view.

Required fields and waivers in Switch mode

By default, required fields and waivers will stop you from proceeding in Switch mode, just as they would for a member.

If you need to navigate past these to access things like a member's invoice, you can toggle off required field visibility under Member Splash Settings > Forms.

With the toggle off, you can move freely through the account without being blocked by required fields, while still seeing the rest of the member's experience as they would see it.
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