Introduction
You can add various types of documents to the Member profile. It can be a student ID, training plan, or a parents approval of class attendance for minor clients. This article will show you how you can attach such documents to the Member profile. The documents attached can be visible on the POSweb and Client Portal. Go to this article if you want to see, where the attached documents are shown on the POSweb.
- This article will show you how to add and delete documents in the Member Profile.
- This article will be helpful to PG Champion, Administrator, Club Manager, Club Owner and Front Desk Staff.
Instruction
How to add Documents to Member profile?
1. Go to the PGM-> Clients -> Club Members.
2. In the Members list, search for a Member profile to attach documents to and open their Profile.
3. Click on the Data tab.
4. Click on User Files
5. Click on the Add file button.
6. The File pop-up window will be displayed. Choose a file or drag it there. You can also select the file Type.
7. If you tick the Is available for client checkbox, this document will also be visible for your club members on the Client Portal (if the Tab Documents is switched on).
8. Click Save.
After a moment, uploaded files will be added to the member's account and will be visible on the POSweb in the Access Control overlap in the Documents section. On the POSweb, you will be also able to print the attached documents.
Hints
Adding new document type
If you want to add new document type, go to the PGM-> System Settings -> Dictionaries. From the drop-down list, choose Document type and click Insert.