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 ordered

    Picture - (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) 

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