Step by step
- Open Subscriptions > Members.
- Press New to open Add Member. Name and Phone are required; add the Date Of Birth, email, address and other details if needed, then save.
- Find a member with the search box. The list shows the shop, Name, Date Of Birth, Phone, Email and Status. If you can see all shops, Filter Options shows the members of one shop.
- Click Action > Add Subscription to sell a package or product to the member.
- The other actions: Manage opens the full account (ledger, sales, receipts), Money Receipt Vouchers, Edit, Send Due Remainder via Email or SMS, and Delete.
- Excel and Pdf export the list.
Good to know
- A member is also a customer: it is listed in Contacts > Customers with a Member badge, and Add Subscription is in the Action menu there too.
- A member who has any transaction cannot be deleted. Switch the member off in the Status column instead.
- Two customers of the same shop cannot have the same phone number.
- Edit and Delete need the member permissions; Add Subscription needs the permission to add subscriptions.