Member Page

Manual tasks related to members can be managed through the different tabs within each member’s page

• Accounts and Billing
• Bookings
• Communication
  • Send Individual Email / SMS to Member
  • Communication Log
  • Add to Communication Log
  • Awards
    • Award Types
    • Awards Settings
    • Create / Edit Award Template
    • Apply Awards to Member
• Details
• Memberships
• Side Menu
• Training
• Frequently Asked Questions

Apply Awards to Member

• Manual Awards
• Automated Awards

Manual Awards

• Go to Member Details > Communication Tab > Awards
  • Click on Add Award
    • Select Award Template, or create a Custom Award if this is a one-off award for this member
    • Complete details
• Add Award to save

Automated Awards

• Go to Task Automation
  • Follow instructions as described under add task
    • Define Trigger that needs to occur in order to activate Award
      • For example, to grant an award to members on their 100th visit, you’d create a task type that triggers on members' 100th visit, then create an award template for this achievement
    • Arrive at Awards option
    • Select Add Award
      • Select Award Template to be applied
      • If required template does not yet exist, it can be added here
• Save

Awards Complete
Next - Details