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This is not the information for the membership panel. This needs to be updated still. |
The kiosk customer screen has a section showing membership information for the selected customer. It offers users immediate membership details including type, valid dates, plan members and offers users options such as renewing or adding additional members.
Step-by-step guide
Need to complete the details of this article as the rest of the data was copied over…
customer entry history is conveniently located in the customer heading and can be opened (by selecting the door icon).
When the entry history opens users will immediately see a list of entries for the previous seven days.
The entry history can be expanded to show the previous month or year. As users toggle the buttons the results will expand based on the entry history.
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Week - shows all building entries in the past 7 days.
Month - shows all building entries >= today - 1 month.
Year - shows all building entries >= today - 1 year.
When the entry history is open the data does not automatically update so to update the entry results users must select the "refresh" icon.
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The panel on the right side of a customer’s record shows their membership information.
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Here, the user can see what type of membership the customer has.
If the customer has never had a membership plan, this panel gives the user the ability to add a membership for the customer.
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The user must have Sales permission to add a membership plan, as clicking the “+” button will redirect them to the sales module. |
The membership panel also shows whether the plan is an individual or a multi-member plan.
There is a label that shows if the plan is current, starting in the future, or expired.
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Expired memberships will show here until a more current, active membership takes its place. |
For current or expired plans, there is a renew button, so the user can easily renew the membership from the customer’s record.
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The user must have Sales permission to use the renew button, as clicking it will redirect them to the sales module. |
The dates and number of members associated with the plan are shown below the heading of the membership panel.
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