How to add and manage a Membership Card

This article will explain how to add and manage a Membership Card

1. In the back office, click CRM on the left hand navigation bar

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2. The Customer Relationship Management section will now open. Now click Membership Card.

CRM - Membership Card3. Click Add New to add a Membership Card

CRM - Membership Card - Add New

4. Now Add a New Membership Card by filling out the details below

CRM - Membership Card - Add New Details

 

When on the Membership Cards click on an Action to do the following:

CRM - Membership Card - ActionClick the Green Pencil to Edit the Membership Card Details

CRM - Membership Card - Edit

Click the Red Bin to delete the Membership Card

CRM - Membership Card - Delete