How to assign Barcodes to existing Members?

Summary

This guide explains how to assign barcodes to members, a process often required when replacing a lost membership card with a new one that includes a new barcode.

You can use the ‘Assign Barcode’ feature if a barcode scanner is available at the Front Desk. If not, use the ‘Manually Assign ID’ option.


Step-by-Step Guide

  1. Start a Machine
    Ensure you have started a machine before proceeding, as the option to assign a barcode will not be available otherwise.

  2. Access the Customer’s Profile
    Navigate to the member’s profile within the system.

  3. Open the Summary Tab
    In the customer’s profile, go to the Summary tab.

    Screenshot_2023-04-26_at_09.43.53.png

  4. Go to the Identification Section
    Scroll down to the Identification section and click either:

    • ‘Assign Barcode or NFC’ (if using a scanner), or
    • ‘Manually Assign ID’ (if entering the ID manually).

      Screenshot 2024-10-21 at 12.16.31.png
  5. Assign the Barcode

    • If using a scanner: Scan the customer’s membership card, or manually input the barcode number.

      Screenshot_2023-04-26_at_13.56.28.png

    • If reusing a previously assigned barcode: Check the ‘Reassign’ box to reassign the old barcode to the customer.

This process ensures the customer’s membership is updated seamlessly, whether assigning a new barcode or reusing an existing one.


 
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