Membership
With the loyalty created "Membership" section is to add the customers to the loyalty system.
-
List
To see the "Membership" list there are two ways:
First
- Go to "CRM" under "Main Menu"
- Go to "Customers" under "CRM" Picture - (1)
- Click on the customer name to view their Membership details.
The list contains the following information:
- The member's name
- Click on the card image will show when was the loyalty activated
- Loyalty name the member is assigned to
- The amount the member paid for purchasing the loyalty
- Balance of the loyalty
- Redeemable amount
- Whether the loyalty has gift included or not
- History of the member
- Total visit and Total spend amount
- Top 5 items orderedPicture - (1)
-
New membership
To add a new member:
- Go to "CRM" under "Main Menu"
- Go to "Loyalty" under "CRM" Picture - (2)
- Click on the + icon on the bottom right corner
- Choose an existing customer or add a new customer
- Choose the loyalty type
- Amount paid to become a member (by cash or card)
- Click "Save"Picture - (13)