Some configurations include a Member Types tab, which can be used to classify members for exclusive and customized offers. View, add or edit the member types that can be assigned to members.
Select the Loyalty Setup Tab
Select the Loyalty Setup tab from the main navigation.
Note
Your company's configuration determines which tabs are present in the Loyalty Setup tab.
Your company's configuration determines which tabs are present in the Loyalty Setup tab.
Add a Member Type
Select the Member Types tab, then +Add Type.
Edit a Member Type
Select the Edit icon to modify a member type.
Member Type Setup
A blank window will open when you add a new member type, while a window with existing member type details will open when you select to edit a member type. Fields with asterisks are required.
Member Type
Enter an abbreviated code.
Member Type Code
Enter a name for the member type.
Member Default
Choose yes to make this member type the default type for all new members entered in the system.
Save
Select Save to update your member types.
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