Skip to content
English
  • There are no suggestions because the search field is empty.

Customers : Cards Tab (List of Vouchers)

This article shows how to search for the list of vouchers associated with the particular customer/member.

Step-by-Step:
A) For "Member" Profile:
      Step 1:  Click on the "Customers" tab from the top navigation bar and select the "Members" tab from the left-hand navigation menu.
      
 
Step 2: 
Begin search by typing in the search box. You can search by NAME, EMAIL, CONTACT #, or MEMBERSHIP ID #. Click "Search".
 
Step 3:
Select the member then click on the "Action" (3 vertical lines) button. Next, select the "View/Edit" button.
 
Step 4:
The "Member Profile" will appear. Next, click on "Cards" tab.
 
Step 5:
In the "Gift/Credit Vouchers" tab you can see the list of vouchers associated with the particular Member.   
 
 
 
B) For "Customer" Profile:
 Step 1:  
Click on the "Customers" tab from the top navigation bar and select the "Customers" tab from the left-hand navigation menu.
 
Step 2: 
Begin search by typing in the search box. You can search by NAME, EMAIL, or CONTACT #. Click "Search".
 
Step 3: 
Select the customer then click on the "Action" (3 vertical lines) button. Next, select the "View/Edit" button.
 
 
 
Step 4: The "Customer Profile" will appear. Next, click on "Cards" tab.   
 
Step 5:
In the "Gift/Credit Vouchers" tab you can see the list of vouchers associated with the particular customer.