Step by step
- Open Contacts > Loyalty Members. The tiles at the top show Customers, Members With Card, Tiers and the total reward points.
- In Filter Options choose a Tier (or No tier) and Member Card (With card or Without card); the list changes at once. The search box finds a name, phone or card number.
- Action > Give Card (Card / Tier for a member) opens the card window. Leave Card No. empty for the next free number or scan a printed card, check Member Since and choose the Tier.
- Press Save, or Save & Print Card to print the card too.
- Action > Print Card prints the card of one member and Take Card Back removes the card.
- To print many cards tick the members and press Print Cards. Only members with a card have a tick box.
- Give Cards gives a card to every customer who has none, up to 500 at a time; with a Tier chosen in the filter, only to that tier. Update Tiers moves up every member whose total purchase has reached a higher tier.
- The last row shows the cards against the customers, the points and the total purchase. Excel and Print export the list.
Good to know
- Total Purchase is final sales less returns, counted over the Purchases Counted period of Loyalty Setup.
- A card number can belong to one customer only. The walk-in customer is not listed.
- Changing the Tier puts the customer in that customer group, so its discount or member price is used on sales. The card window lists the last tier changes.
- With the member line switched on in Loyalty Setup, scanning the card on POS or Add Sale picks the customer.
- Update Tiers does nothing while Move members up by total purchase is off in Loyalty Setup. A member never moves down.
- Viewing needs the Member List permission; the card and tier actions need Give / Change Card, Change Tier, Print Card.