- Support Center
- Streamlined Operations
- Point of Sales
Guests and their Profiles
This article is created to assist you in getting a brief understanding of the base actions with guests in our system and their profiles.
Create a guest profile from a registration
14 STEPS
1. The first step is to open the Booking module and click the add new member button.
2. You see a list of the recently added guest accounts.
3. Click on any account to see the details.
You notice the cloud icon? That means this registration has been done online through the website. The PC icon means the registration is done on side an the mobile app, well, through the mobile app.
4. When you found the person you were looking for you can check the personal details on the right side.
5. If anything is wrong with the registration a pop up like this will show with the error message.
6. All the fields here are interactive and can be adjusted so if you see that the email doesn't makes sense. Go ahead change it.
7. Same goes for the name field.
8. If you notice something is wrong with picture or signature you can navigate to the images tab to have a closer look. And if needed click the picture or signature to make a new one.(requires additional hardware)
9. Click TV 3.0
10. Click TV 3.0
11. Change the date of birth if needed.
12. Here you find all the configured memberships or licenses
13. Select the membership you need
14. That's it. You're done.
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **https://www.iorad.com/player/1850337/Assign-a-membership-to-a-new-guest-?iframeHash=trysteps-1
Create a new guest profile manually
Search an existing guest’s profile
6 STEPS
1. The first step is to open Booking and open the Members tab
2. Click the searchbox
3. Type in the searchbox.
4. Double click the guest you are looking for to go into the members details page.
5. Or click the swipe icon to swipe the guest's member card.
6. That's it. You're done.
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **https://www.iorad.com/player/1874699/Search-a-guest-s-member-profile?iframeHash=trysteps-1
Assign a Member card to a guest
Anonymize a guest profile
5 STEPS
1. The first step is to open Booking and click to open the Members tab.
2. Doubleclick the account you want to anonymize.
3. Click the anonymize icon
4. Confirm by clicking Yes
5. That's it. You're done.
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **https://www.iorad.com/player/1850253/How-to-anonymize-a-member-?iframeHash=trysteps-1
Block a guest’s profile
12 STEPS
1. The first step is to open Booking and click the Members tab
2. Double click the member you want to block.
3. Navigate to the Extra page
4. Click on the calendar icon in the blocked field.
5. Select the date until when you want to block the member.
6. Click Apply to save your changes
7. To test, navigate back to the Sales tab.
8. Select any session
9. Look for the member
10. Select the same member.
11. As you see a pop up message will prevent you from selecting this member.
12. That's it. You're done.
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **https://www.iorad.com/player/1874697/Block-a-member?iframeHash=trysteps-1
Merge profiles
10 STEPS
1. The first step is to open Booking and click navigate to the Members tab
2. Click to select the first member you want to merge.
3. Click to select the second member to merge.
4. Click on the merge button to open the merge profile page.
5. This pop up shows you an overview of which member will be kept.
6. Double click on the members if you want to switch from main member.
7. You can also merge multiple account into one account at the same time.
8. Click Ok If you are sure of your decision.
9. Only the main member will remain.
10. That's it. You're done.
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **https://www.iorad.com/player/1874689/Merge-member-profiles?iframeHash=trysteps-1