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
  • Add to Communication Log
  • Awards
    • Award Types
    • Awards Settings
    • Create / Edit Award Template
    • Apply Awards to Member
• Details
• Memberships
• Side Menu
• Training
• Frequently Asked Questions

Create / Edit Award Template

The award template is the visual and written aspect of the award which members can view on Member Portal.

• Go to Find Member > Member Details > Communication Tab > Awards
• Click on Manage Award Templates
  • Select to Create / Edit or Delete a template

For awards to be applied to a member automatically, a task type must be created to match each award.

Next - Apply Awards to Member