Assigning Cards to Customers

Modified on Thu, 06 Jul 2023 at 10:51 AM

When introducing a new offer to your system, you can assign this offer to all of your customers or you can assign a card to a specific customer.

IN THIS ARTICLE

Assign to All Customers
Assign to Specific Customer

Assign to All Customers

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

2 : Select the new offer from the list of offers.

3 : In the AUTO-ASSIGN TO NEW CUSTOMERS, there is the option to CLICK HERE TO ASSIGN THEM ALL NOW.

4 : Select ASSIGN OFFER.

Assign to Specific Customer

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.