Introduction
Adding a club member to the system is one of the most frequently used functions in the POSweb. This article will help you create a new member account and assign the Payment Plan through the POSweb to the Member Profile.
- This article will help you create a new member account in the POSweb.
- This article will be helpful to PG Champion, Club Manager, Administrator, Reception Manager and Front Desk Staff.
Instruction
How to add a new club Member account?
1. Go to the POSweb application.
2. Click on the Add new member icon.
3. Fill in all necessary information and click Next to proceed:
Personal information & Address
- Name - enter the member's name.
- Last name - enter the member's surname.
- Birth date - enter the member's date of birth.
- Country - enter the member's address details.
- Gender - optional - when applicable, enter the member's sex.
- Street - optional - enter the member's address details.
- Postal code - optional - enter the member's address details.
- City - optional - enter the member's address details.
- Phone - optional - enter the member's contact details.
- E-mail - optional - enter the member's contact details.
4. If a New member is referred by other Club member, find this person in the system. Enter their Name in Referred by other members field.
5. Add Marketing details.
6. Click on the Create new club member button.
7. Chose the Start date.
8. Select one of the Payment Plans available in your club.
9. Click Next.
10. Select the Contract Discount you want to assign to the new member and confirm it by clicking on the Choose button. This step is optional.
11. Select the Payment method.
12. Click Next to confirm and finalize the process.