Add a Member

Owned by Daved (Unlicensed)
Last updated: May 05, 2021 by Rose Eliff (Unlicensed)
2 min read

This article describes how to add a member to Order Entry. Order Entry Members are used for country clubs, frequent diner programs and delivery. 

Steps:

  1. Attach the device to a location
  2. Tap the "person" icon on the bottom left of the screen to bring up the Customer Manager (rewards) screen 
  3. To search for an already existing member, enter their email, phone, card or check-in
  4. To add a new customer into the system, tap "Add New Customer" on the Customer Manager screen 
  5. On the Customer Details screen, complete the fields (card # is their loyalty card number) and tap "Done" when complete
    ALTERNATE: To auto-generate a card: Enter the name and email; tap Done. A card number will be automatically entered in the card # field. 
  6. Once complete, you should see a notification number next to the person icon. The customer is now attached to the table
  7. Tap the person icon to bring up the customer details screen. Here you can view rewards or remove the customer from the table. 

 

 

  1. Attach the device to a location
  2. Tap the "person" icon on the bottom left of the screen to bring up the Customer Manager (rewards) screen




  3. To search for an already existing member, enter their email, phone, card or check-in




  4. To add a new customer into the system, tap "Add New Customer" on the Customer Manager screen 




  5. On the Customer Details screen, complete the fields (card # is their loyalty card number) and tap "Done" when complete
    ALTERNATE: To auto-generate a card: Enter the name and email; tap Done. A card number will be automatically entered in the card # field. 




  6. Once complete you should see a notification number next to the person icon. The customer is now attached to the table




  7. Tap the person icon to bring up the customer details screen. Here you can view rewards or remove the customer from the table.