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The Membership section is used to manage the registered members of the current business or store.
 
== Main Information ==
A member record includes the following information:
 
=== Basic Information ===
 
{| class="wikitable"
! Category
! Field
! Description
! Required
|-
| rowspan="5" | '''Basic Information'''
| Identifier
| The member's unique identifier.
| Required
|-
| Last Name
| The member's last name.
| Required
|-
| First Name
| The member's first name.
| Optional
|-
| Phone
| The member's contact phone number. It must be an Australian (+61) phone number.
| Required
|-
| Email
| The member's contact email address.
| Optional
|-
| '''Location Information'''
| Address
| The member's address. A full address, suburb name, or postcode may be entered.
| Optional
|-
| rowspan="4" | '''Date Information'''
| Birthday
| The member's Gregorian calendar birthday.
| Optional
|-
| Lunar Birthday
| The member's lunar calendar birthday.
| Optional
|-
| Start Date
| The date on which the membership validity period begins.
| Optional
|-
| Expiry Date
| The date on which the membership validity period ends.
| Optional
|}
 
=== Benefits Information ===
 
{| class="wikitable"
! Field
! Description
|-
| Credit
| The member's prepaid balance available for purchases.
|-
| Reward
| The reward points accumulated by the member.
|-
| Membership Card Plan
| The membership card plan and tier currently held by the member.
|-
| Coupon / Punch Card
| The coupons or punch cards currently held by the member.
|-
| Stamp Card
| The stamp cards currently held by the member.
|}
 
== User Guide ==
* Add a member: [[Membership/Add Member]]
* Edit member information: [[Membership/Edit Member Information]]
* Add credit: [[Membership/Add Credit]]

Revision as of 17:08, 17 July 2026

The Membership section is used to manage the registered members of the current business or store.

Main Information

A member record includes the following information:

Basic Information

Category Field Description Required
Basic Information Identifier The member's unique identifier. Required
Last Name The member's last name. Required
First Name The member's first name. Optional
Phone The member's contact phone number. It must be an Australian (+61) phone number. Required
Email The member's contact email address. Optional
Location Information Address The member's address. A full address, suburb name, or postcode may be entered. Optional
Date Information Birthday The member's Gregorian calendar birthday. Optional
Lunar Birthday The member's lunar calendar birthday. Optional
Start Date The date on which the membership validity period begins. Optional
Expiry Date The date on which the membership validity period ends. Optional

Benefits Information

Field Description
Credit The member's prepaid balance available for purchases.
Reward The reward points accumulated by the member.
Membership Card Plan The membership card plan and tier currently held by the member.
Coupon / Punch Card The coupons or punch cards currently held by the member.
Stamp Card The stamp cards currently held by the member.

User Guide