Introduction
With the POSweb application, you can add Tasks and Notes to the Member profile. Thanks to it, you will be able to block access to the club for a given member and add sticky notes to prioritize messages. Adding task enables you to attach various files to the Member profile.
- From this article, you will learn how to add Tasks and Notes to Member profile in POSweb.
- This article will be helpful to the Front Desk Staff, PG Champion and Club Manager.
Before you start
You can also add notes in PGM. Click on this article to learn more. All changes will be visible simultaneously in PGM and POSweb.
Instruction
How to add Tasks in POSweb?
- Go to the POSweb and select a member you want to add the Task to.
- Click on the Tasks button.
- Click on the + New task button.
- In the content box, leave a comment or description.
- Click on the clip icon to add the attachment .
- Click on the Create task button.
How to add blocking notes in POSweb?
1. Go to the POSweb and select a member you want to add the Note to.
2. Click on the Notes button.
3. Enter the Note text
4. Click on the arrow next to the Add note and select Add blocking note.
In case you want to add a regular note, click on the Add note button. If you want to position your note on the top of the list, click on the arrow next to the Add note and select Add sticky note.
The information that the Note was added to the Member Profile will be displayed in form of a yellow triangle icon next to the member photo. It will disappear when you will archive the Note.
If you are interested in adding notes via Member Profile in PGM, go to this article.