Viewing a member in the EPOS

To view a member in your EPOS, go to Admin > Loyalty.

To search for a member, click the search box next to Loyalty, and make sure you have selected Members from the selection below.

Start typing the name or email address of the member and press Enter. 

Once you find the correct member, click on their name.

Member profile

You will then see their membership details:

• Member type name
• Member details (Name, email, phone number, date of birth - these are editable)
• Member card identification number
• Expiry date
• Consent to marketing 
• Total points accrued

You can also perform the following actions:

• Print member statement - prints a statement of member transactions
• Resend wallet pass - send the member a new email with a link to their Apple/Google wallet pass
• Assigned groups - any group memberships the member is assigned to

Viewing subscription details

If your member has signed up to a subscription, you will see a Subscription tab.

The Subscription shows:

• Member type name
• Member type plan reference
• Sign-up location - This will display as N/A, if you are not a multi-site customer
• Billing interval
• Renewal date of the subscription
• Expiry date of the subscription
• Subscription payment status
• Direct debit status

Viewing subscription payments

Under the Payments section, you can view the member's previous subscription payments and their next upcoming payment.

Note: If the member has recently signed up to a subscription with a fixed renewal date, their first payment may be calculated on a pro-rata basis. Their following payment will be based on their normal subscription billing interval.

If your member wants to pay their next payment in-venue, click the blue Pay button, then select the payment method used.

Note: If the member has a Direct Debit and the charge date is within a week, cash or card payments will be blocked, as the payment will already be in the process of being collected by the Direct Debit.

Member tabs and transactions

To open a tab for your member, click the green New tab button. The tab will open, and you will be redirected to the summary screen, where you can add items and perform tab actions as normal.

To the left of the Member profile screen, you will see a list of all previous transactions where the member has scanned their card. 

Clicking a transaction will display the transaction information.

This will show you a breakdown of the items in the transaction & the method of payment.

You can also create member groups to categorise your loyalty members. You can then allocate Groups to promotions in the same way you would for an individual member.