Members

Members are your shop's customer accounts. A customer becomes a member by signing up on your website, or you add them yourself. Under Member in the left menu you look members up, correct their details, sort them into ranks and tags, and see their vouchers and points.

Tasks

• Read the member list: find a member and understand the columns.
• Add a member: create an account for a phone or walk-in customer.
• Edit a member: change details or a password, and what each tab on the member page is for.
• How customers sign up: what your customers fill in and what you see afterwards.
• Member ranks: customer levels such as Normal and VIP, the default rank and rank prices.
• Member tags: labels for groups of members.
• Upload members from a file: bring in customers from another system.
• Deactivate or delete a member, and what happens to their orders.

Good to know

• Saving a member in the admin empties that member's shopping cart. See Edit a member.
• Uploading a file that contains members you already have overwrites their passwords. See Upload members from a file.
• Discount vouchers, member points and rewards are explained in the chapter on promotions and discounts.