Loyalty-Customer portal

  • Last Created On Jul 04, 2023
  • 485
0 0

Login client portal -> Select the Memberships menu.

  • Point : show the current accumulated points that the customer has
  • Rank: displays the number of points the customer needs to achieve to rank up
  • Next Rank: show the next membership rule type that customers will get
  • On the right is an image of the customer's membership card. The card will display the customer's name, card name, card type, etc. These information are set up at Membership Card Templates.
  • Transactions tab will display transaction history to receive points. Points received from invoice or awarded/deducted by admin

  • The promotions tab will display a list of membership program that customers are entitled 

  • The Redeem Log tab will display the customer's redemption history 

Views: 485

Recent Articles

  • Labor Cost Calculation Guide
    67
  • Customizing Ticket Statuses in Customer...
    53
  • Convert to Invoice or Expense & Create I...
    78
  • Service Appointment in Field Service
    95
  • Work Orders in Field Service
    87

Popular Articles

  • Connect your X (Twitter) account and Syn...
    3232
  • Warehouse
    2588
  • Item Settings
    2122
  • X (Twitter) Analytics
    1980
  • Plaid environment & Setup Your Bank Acco...
    1927