Entering a Member Profile

You can add new members and edit existing member profile data via the Enter Member Profile screen. This screen enables you to enter information and tab left to right through the screen, similar to a form. This makes it easier to cycle through the fields that you want to enter or edit.

Use Edit to enter information on the Member Profile screen, when the member already received the card at a store. For example, when a customer signs up for your Loyalty program at the store, you can enable the card from the POS and allow the member to begin earning rewards. By assigning a card number to a guest check, you activate the card and create a member profile that becomes associated with that card number. When you are ready to enter detailed information on the Member Profile screen, click Edit.

Use Add to add cards issued to a member directly from the corporate office. For example, you can assign a Loyalty card to a customer before they visit your store.

Click Add or Edit on the Welcome to Loyalty Member screen to access the Enter Member Profile screenEnable all Profile Fields

— Indicates you want to enable all the profile fields on the screen, including the ones that your company does not collect. You can specify the fields you want to collect in Loyalty Configuration. The default view only enables the fields your company collects and the ones not collected are not enabled. This makes it easier to tab through the screen for data entry.