Member Page

Manual tasks related to members can be managed through the different tabs within each member’s page

• Accounts and Billing
• Bookings
• Communication
  • Send Individual Email / SMS to Member
  • Communication Log
  • Awards
    • Award Types
    • Activate Awards
      • System Awards
      • Task Awards
        • Create Award Template
        • Activate Award Template
      • Manual Awards
• Details
• Memberships
• Side Menu
• Training
• Frequently Asked Questions

Activate Award Template

Individual Task Award Templates must be linked to a Task, in order to activate automatically.

Follow instructions as described under Add Task Type

• Define Trigger that needs to occur in order to activate Award
• For example, to grant an award to members on their 100th visit within a week, use;
  • Trigger = Member X Visit with User Defined Value (X) = 100

At Awards section;

• Select Add Award
  • Select Award Template to be applied
  • If required template does not yet exist, it can be created here
• Save

Example of Award on Member Portal;

Next - Manual Awards