Admin Help

Select the role you want to import members to.

Download template.

Fill in the membership details required by your organisation. The columns with white background must be completed in order for the import to work. Keep in mind that your mobile number or email address must be filled in. Save the Excel file on your computer once you’ve registered your members.

Choose your saved file and press “Upload and import”.

The member import may take a few minutes before it is fully charged. Once it’s ready, you’ll find the import status at the bottom of the page.

Find your member and click for edit.

Find Search tag in the right bottom corner.

Write a tag and click Save.

Select which type (Email or SMS) you want to send the installation reminder with.

Select role and number of days since the last invite was sent. Then it appears how many invites that will be sent.

Click Send.

Click for export. You find it just above the list of the members to the left.

Click to export an excel file over the memberships.

Do not forget to use the filter Only active if you want to include inactive memberships.

Open the excel file.

Change the date at the To Date column.

Make sure you use the cell format “Date”.

It is also important not to change the member id and date of birth – otherwise the existing members will not be updated but they will be duplicates instead.

Save the excel file on your computer.

Go to Member > Import and select which role you want to import to. Choose the saved excel file and click Upload and import.

The historical imports tell you how many memberships that was created/updated. If you have filled in a member’s data incorrectly it will alert you. Just click and change the data in the excel file en reimport the file.

Follow the steps below or watch the video to extend the membership valid period.

1. Click Member > Show/Edit.
2. Find member.
3. Click for edit.
4. Edit the Role (Membership).
5. Update the membership valid period and click Save.

Create a member – fill in birthdate, birthnumber (not required), firstname, lastname and click Next.

Fill the rest of the details and click Save.

Directly after the details are saved the member will receive an invite to the their email or/and phone.

Select communication type when you creating a communication. The communication type will appear as a category column in the app.

Base information – Choose a title, priority level and time period that the communication should be valid for.

Links – add a button on the communication that contains a hidden link.

Publishing and push – Change the time the communication should be published at. Select push if you want to alert your members with an app notification. You can also overwrite the title by adding a custom push message.

Description – write a text that describe the communication.

Roles – which roles should be able to see the communication?

Click Save

Make sure the content is correct before you click Publish. When it’s published the members will receive the communication in their app (and push notification if that setting is used)

If you want to make a consumable offer of the communication click Consumable and choose a code that the store want to use at the cash out desk.

Be more specific and change the target group by clicking on Selection Add and then choose what information the target group should be filter of.

Add an image (optimal ratio is 16:9).

If you want to have a QR/Barcode it’s possible to generate an unique code for every member. Click the and select which data it should be generate by.

Create a communication and choose Offers.

Fill in the information that fits your offer and click Save.

Check the Consumable checkbox and choose maximum amount of purchases (optional).

You can also add a code that is required to fill in when the members want to consume the offer.

Click Publish when you are happy with the content.

Go to Communication > Settings > Edit types and click the blue button Create new.

Write a title, description and select a option for the vertical sort. The date setting show what kind of date format that will appear in the app.

If you would like to have consumable offer on the communication connected to this type – check the Offer checkbox.

Click Save when you are happy with the content.

Now you are able to create a communication with your new communication type.

Activate the horizontal and vertical sorting by changing the input to On and click Save.

What horizontal sorting do you want the communications types in the app? Just drag and drop for the order you want.

How would you like to sort the order of the communications (vertically in the app) ?

Choose on Title (alphabetical order), Valid from date (descending), Valid from date (ascending), Valid to date (descending) and Valid to date (ascending).

Click Save when your happy with the settings.

Click for adding a text row and paste a keyword that generate a dynamic parameter on the card (#Fullname#” etc).

Click to find a keyword. Copy the keyword and paste it on the text row.

Do no forget to click Publish when you are happy with the result.

Create a new event by adding a Name and Description and click Save.

Create a new event period by clicking Create new.

Enter the details for the event period.

Select max purchases per member and max participants for the event. The system will not allow more bookings than the number you enter.

What roles should see the event?

Choose a price, or maybe the event period should be for free?

Fill in when and if the member should receive the communication. Make sure you check the Notification on publishing if you want the members to receive a push notification on their phone.

Add a title and description that fits the event period.

The ticket information will appear in the app for the members when they have made a booking at the event.

Make sure you enter the correct information before you click Publish.

Add an image (optimal ratio is 16:9).

If you want to have a QR/Barcode it’s possible to generate an unique code for every member. Click the and select which data it should be generate by.

Be more specific and change the target group by clicking on Selection Add and then choose what information the target group should be filter of.