How To

Manage Customers / Members

Back Office - How To

This outlines the How To Manage Customers / Members in Back Office.

 


Subjects      

 


About     

 

What Is Required?      

 

When Is It Used?      

Used when a patron is added as a new Customer/Member record or to edit/view existing Customers/Members.

 


How To?      

 

How To Add A Customer / Member?      

In Back Office do as follows:

  • Locate and access the Member Records screen.
  • Confirm that the Member does NOT already exist.
  • Select the New option to display the Member Full Edit screen.
  • In the header section, enter the Customer's/Member's name and other details that can be entered.
  • In each of the available tabs, enter/upload as much information that is currently known about the Customer/Member. For example, their address, contact details, eMail address, birthday, allergens, photo, etc.
  • Once all available information has been entered, confirm with the Customer/Member that at the very least the contact details entered are correct and accurate.
  • Select Save to save the changes.
  • Select the Close to exit the Member Full Edit screen.

 

How To Edit / View Customers / Members?      

In Back Office do as follows:

  • Locate and access the Member Records screen.
  • Locate and select the Member to be edited/viewed.
  • Select the Edit option to display the Member Full Edit screen.
  • In the header section and in each of the available tabs, edit/view the Customer's/Member's existing information.
  • In each of the available tabs, edit/view the information where required.
  • Once all the necessary edits have been made, confirm, when possible, with the Customer/Member, that the information edited, is correct and accurate.
  • Select Save to save any changes.
  • Select the Close to exit the Member Full Edit screen.

 

End of article