Create a Set Value Member Tab

1 : To create a Set Value Member Tab click on the OFFERS button on the top bar.

2 :  Click the NEW button on the right hand side.

3 : Offer Type, select the offer type from the drop-down. Select Tab/Gift Voucher > Click SELECT THIS TYPE button.

4 : Input offer details - Name | Connect To | Auto-Renew | Auto-Assign. 

Name : A unique name for your offer

Connect To : POS System Site - if you have multiple venues you can create different offers for each site.

Auto-Renew : This is if you would like this offer to renew once it has been redeemed

Auto-Assign : Assign this offer to new customers

Once all the information is complete, click on NEXT : Create Rule

5 : Next add in the TYPE of offer, TAB LIMIT, MAX CREDIT and AUTO TOP-UP.

TYPE : from the drop-down box, select TAB. 

TAB LIMIT : select from unlimited or fixed limit.

MAX CREDIT : type in the maximum amount on this tab.

AUTO TOP-UP : this feature can be used to top-up from the following options; no top-up, top-up everyday, top-up every week, top-up every month, top-up every year. 

Once value has been added select SAVE.

1 : Click on the PEOPLE button on the top bar.

2 : Search for customers in the search bar.

NOTE : Your customer list will be displayed in alphabetical order. This will display the Customer Name | Email | Membership # | Last Modified | Add Card

3 : Select the ADD CARD button.

4 : Select the type of card from the drop down box > Select CREATE CARD.

5 : The new card will then be added to the customer's list of cards.

From here you can top-up the card, view the transaction history, check the status, edit the code and select to create invoices.

Find out how to REDEEM TAB in POS.