Creating members on the EPOS

You can add new members to your club or loyalty scheme in either the EPOS or the back office. This article covers how to add members via the EPOS. 

If you are adding a member to a paid subscription, see Signing new members up to a subscription.

If you want to issue QR codes that are emailed to members and added to their Apple or Google wallets, enable member QR codes before adding members.

To create a new member, press the Member button on the Summary screen.

You will see a screen where you can open a tab for an existing member or create a new member.

Press Create member.

Note: If you use RFID cards to identify your members, place a new RFID card on the reader to create a new member linked to the card.

You can then enter any details you would like to store for the member. You need at least a name and, if using QR codes, an email address where the QR code pass will be sent, as well as confirming whether your customer consents to any marketing permissions. By default, this will be off. You can click the toggle to turn this on.

Note: You can configure which fields are displayed and whether they are required or optional in the back office.

If you have Member types set up, you can select from the available Member types

If you have set memberships to have an expiry date, the expiry date field will be shown and will pre-populate based on the expiry duration you have set. You can change this by clicking in the expiry date field.

If your system is set up to allow members to have prepay balances, you will see a toggle to select if the member will be a prepay member with a balance. If your system is not set up to allow members to have balances, you won't see this option. 

When you have added the details, press Activate.

You will see a message confirming the member has been created and a tab opened for them. Click the white OK button.

If you have any groups or custom fields set up, these will slide out from the side of the screen, letting you set the fields and assign the member to a group.

A tab for your member will open. You can add items to the tab as usual or, alternatively, press the red Close button to close the tab.

You can now link any purchases the member makes to their account when you add items to their tab, or when they present their QR code pass.

Note: If your new member already exists as a contact in the system, the contact's booking history, including any purchases made on booking tabs, will be linked to the member automatically when they are created. 

You can set up a loyalty points scheme so members can earn points, or link promotions to your members to give them access to exclusive offers.