## ⭐ Member Balance Lookup

Follow these steps — it only takes a minute.

### 📝 Steps

1. Open **CRM** from the main menu (not “Members”)
2. Search by **phone** or **customer name**
3. Open the profile to view **Balance** and **Points**
4. Use the **Transaction** tab for history

> **💡 Tip:** You can also search from the order **Contacts → Customer** dialog. There is no separate HYY partner module in the app.

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## 🎬 Video Guide

[Watch Demo Video](https://support.agenteehq.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBbDRDIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--8b0a827140ac202d452af66e8792397f37d12323/member-balance-lookup-EN.mp4)