Membership programs

  • Last Created On Jul 04, 2023
  • 144
0 0

Create a discount program for membership by card total, product category, product or apply voucher.This program applies on POS and Portal  channels

Create the New Membership Program

To add a membership program to your organization:

  • Step 1. Go to Memberships menu under Customer Loyalty module from the left sidebar.
  • Step 2. Select Membership programs tab -> Click on the New button.
  • Step 3. In the Add membership program page, fill in the following details:
    • Program infor: Direct discounts on orders for qualified customers

      1. Enter the Program name
      2. Select the Scope of application: Card total, Product category, Product.
      Card total: % discount on total bill


      Example: 



      Product category:
      Discounts only on products in the selected product category.


      Example: 


      Product: 
      Discounts on selected products only


      Example: 

      3. Select the Membership rules: this membership program only applies to selected membership rules
      4. Enter the Point from and Point to: this membership program only applies to members with points in this range
      5. Enter the Start date and End date
      6. Enter the Note
    • Voucher infor: create voucher code and voucher value. This voucher is only applicable to members who meet membership rules and points and minimum purchase

      1. Enter the Voucher code
      2. Enter the Voucher value
      3. Select the Type:  Coupon (Reduced by%) or Voucher (Reduced by amount)
      Coupon (Reduced by%) 



      Voucher (Reduced by amount)



      4. Enter the Minimum purchase: minimum order value to be able to apply voucher
  • Step 4. Click on the Save button 
    Views: 144

    Recent Articles

    • Synchronize data from Quickbooks to RISE...
      17
    • Synchronize data from RISE CRM to Quickb...
      20
    • Updated Feature in Version 1.0.3 of the...
      26
    • Connect with Quickbooks
      22
    • Client creates Appointments and Rates Ap...
      23

    Popular Articles

    • Warehouse
      1709
    • Item Settings
      1391
    • General Accounting Settings
      1202
    • Mapping Setup
      1117
    • Inventory Receiving Voucher
      987