Member: Difference between revisions
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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]] | |||