Card Functions
Issuing A New Card
Sometimes it may be necessary to change a customer’s card number.
Sometimes it may be necessary to change a customer’s card number.
1. Right-click on the member to bring up a list of options.
2. Click on Assign a new card number
3. Select a card number, if it is already in use Instant Loyalty will prompt you to pick another card.
You can also search for card numbers using the search screen.
When you have selected a free card you will be asked;
Are you sure you want to assign this card number to this member? Click Assign or Cancel depending on whether you want to use the current card number.
Enable/Disable Card
You might want to disable a member’s card for a number of reasons e.g. A member might have lost their card.
To prevent anyone else who finds the card using it you can disable it, if the card was swiped, in this instance, you would see a message telling you that the card has been lost or stolen.
To Disable a Card
In your Customer Database right click on the member and from the list of options click Disable a card or cards. This will bring up a prompt asking you to give the reason why you are disabling the card so if the card was swiped whilst it was disabled then you would be given a warning not to use the card.
You can either temporarily disable a card or disable it permanently. (Once permanently disabled you cannot re-enable this card).
If a card has been temporarily disabled you can also enable it if you need to.
To Enable A Card
If you need to enable a member’s card click on the Customer Database button on the main menu and right-click on the member you want to enable. In the list of options click on Enable a card or
cards.
You will be asked are you sure you want to enable this customer’s card click to enable to proceed.
If you click on the Customers Profile you will see a card assigned.
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