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About
Member Portal
To access, refer HERE. Used to access the menu options available in the Portal menu in Venue Manager.
Subjects ▲ ▼
What Is It? ▲ ▼
The Member Portal is an online portal that is managed by a Swiftpos Venue and allows the Members of the Venue to access and in part manage their own credentials, as well as have access to their Loyalty Points, Vouchers, etc.
The Member Portal allows Swiftpos Venues to provide Members with a means to ensure their Membership information is up to date, thereby reducing the burden on the Venue to ensure the data is current.
It offers Members the ability to view their currently accrued benefits and thus can function as an incentive for Members to return to the Venue.
It offers Non-Members the opportunity to signup as Members with the Venue.
What Is Required? ▲ ▼
- Swiftpos v10.40+
- Venues will need to be registered for the Accounts & Members module.
- Venues will need one or more Web API Locations licences.
- Access to Venue Manager is required. Once logged in and the Cloud Client (for which the Portal is to be configured) has been selected, then configuration can commence using the subject links listed above.
What To Consider? ▲ ▼
- For Member Signup:
- The Member Portal must validate against Swiftpos Membership (so be the “master membership system”). Not supported with other MSL or 3rd party Membership systems.
- No payment/renewal options currently available.
- New signups will be joined to a single Member Classification within Swiftpos Back Office that is nominated by the Venue.
- Data capture fields such as contact information not configurable.
- The use of an email address as a username requires the email address to be unique across the Venue's Swiftpos database. This includes multi-venue installations running on the one Swiftpos database.
- The configuration of the Member Portal Layout and Member Signup are not “Reseller friendly” as such, yet. Improvements have been identified and will be followed up sometime in the future.
When Is It Used? ▲ ▼
When a Swiftpos Venue wants to offer their:
- Members a means to access and update their credentials as well as be able to quickly view their accrued benefits.
- Non-Members the opportunity to signup as Members with the Venue.
End of article ▲