Membership Card Templates

  • Last Created On Jul 03, 2023
  • 408
0 0

This screen to add membership card for customers. For example: silver customer, golden customer, etc.

Create New Card

To add a new card to your organization:

  • Step 1. Go to Configurations menu under Customer Loyalty module from the left sidebar.
  • Step 2. Select Membership card templates menu -> Click on the new card button.

  • Step 3. In the Add new card page, fill in the following details:
     
    1. Enter the Name
    2. Upload a picture for template
    3. Select the information to display on the card
    4. Enter the Text color
  • Step 4. Click Save button 

Edit Card

To edit the details of an existing card:

  • Step 1. Go to Configurations menu under Customer Loyalty module from the left sidebar.
  • Step 2. Select Membership card templates menu -> Select the card to be edited and click Edit button

  • Step 3. Make the necessary changes and click Save button 

Delete Card

If a card is no longer operational, you can delete it. To delete a card :

  • Step 1. Go to Configurations menu under Customer Loyalty module from the left sidebar.
  • Step 2. Select Membership card templates menu  -> Select the to be deleted and click Delete button
Views: 408

Recent Articles

  • Sale Agent E-Wallet (/sales_agent/authen...
    19
  • Broker E-Wallet (/realestate/authenticat...
    17
  • Affiliate E-Wallet (/affiliate/usercontr...
    15
  • Vendor E-Wallet (/purchase/vendors_porta...
    25
  • Client E-Wallet (/authentication/login)
    17

Popular Articles

  • Warehouse
    2326
  • Item Settings
    1883
  • Plaid environment & Setup Your Bank Acco...
    1638
  • General Accounting Settings
    1613
  • Mapping Setup
    1427