FooodPosWiki

Members

Everybody in your Member Portal, in one list. Search, filter by status, sort, export to CSV, and register a new member from the back office with Phone, Name, Date of birth, Gender, Email, Member card, IC number and Note.

Who uses it:OwnerManagerCashierWhere:Back office
On this page

Members lists everybody in your Member Portal: their card, name, phone, points, vouchers, status and when their membership ends. Open a member to see and change everything about them. From here you can also register a new member, the way the POS does.

The list is read from the Member Portal when the screen opens, and searched, sorted and paged on your screen. Nothing is kept in the back office.

Before you start

  • Your back office access group needs Member (members, points, wallet, vouchers), View to see the list, and Edit to register a member.
  • The restaurant must be connected to the Member Portal, and Member must be in your plan. See Overview.

Open Members

  1. In the back office's menu, under MASTERS, click Member, then Members.

The list, part by part

Members: one row per member, every column sorts.
  1. Members: under MASTERS, in the Member category.
  2. Search: name, phone, email or card: narrows the list as you type. A phone number is matched by its digits, so 0123456789 also finds 012-345 6789.
  3. The status list: Active and suspended (the list as it opens), Active only, Suspended only or Deleted. Changing it reads the list again from the portal.
  4. Refresh: reads the list again from the portal, for members registered at a POS since the screen opened.
  5. Export CSV: saves the members on the list, as searched and filtered (every page, not only the one on screen), as members.csv: Card, Name, Phone, Email, Birthday, Points, Vouchers, Status and Expiry. Greyed out when the list is empty.
  6. + Register a member: registers a new member. Only shown to a person with Edit. See Register a member.
  7. How many: 128 members, or 12 members of 128 while a search narrows the list.
  8. Card: the member's card number, or — for none.
  9. Name: the member's name. Click it, or anywhere on the row, to open the member's page. See Members: one member's page.
  10. Phone: as it was typed when the member registered.
  11. Points: the member's points balance.
  12. Vouchers: how many vouchers the member holds.
  13. Status: Active (green), Suspended (amber) or Deleted (grey).
  14. Expiry: the day the membership ends, or — when it never ends. An ended membership is in red, with (ended).
  15. Previous, Page 1 of 3, Next: the list shows 50 members a page.

Click a column's name to sort by it, and again to turn the order round. ▲ or ▼ marks the column the list is sorted by. Points and vouchers sort the biggest first; the rest from A. A membership with no end comes last.

Search, filter and sort

  1. To find someone, type part of their name, phone, email or card in the search box. The list narrows as you type.
  2. To see suspended or deleted members, choose Suspended only or Deleted in the status list.
  3. To find whose membership has ended, click Expiry to sort by it. The ended ones are in red.
  4. To see who has the most points, click Points.
  5. To send the list to a spreadsheet, click Export CSV.

Register a member

The back office registers a member the way the POS does. A member is usually registered at the POS, at the counter. See Register a new member at the POS.

Register a member: four boxes are needed, the rest are optional.
  1. Phone: needed. One member per phone number, however it is written: before anything is registered, the back office asks the portal whether this number, by its digits, already has a member.
  2. Name: needed. Up to 100 characters.
  3. Date of birth: needed. The day birthday vouchers are given on.
  4. Gender: needed. Male, Female or Other.
  5. Email: optional.
  6. Member card: optional. The number of a member card, if you hand them out. One member per card number.
  7. IC number: optional.
  8. Note: optional, up to 500 characters.
  9. A member registered here is not charged the registration fee.: shown when your restaurant has a registration fee. At the POS the fee goes on the customer's bill; here there is no bill, so nothing is charged.
  10. Register: registers the member. It reads Registering… while the portal is asked.
  1. Click + Register a member. The window Register a member opens.
  2. Type the Phone and the Name.
  3. Choose the Date of birth and the Gender.
  4. Fill in the optional boxes you need.
  5. Click Register.

The window closes, the big green SAVED says Tan Mei Ling is registered., and a green box above the list says the same, with Open their page. When your restaurant gives vouchers at sign-up, the box lists each one: Welcome voucher Welcome RM10 (WELCOME10): serial V-A1B2-C3D4, valid to 22 Nov 2026. Hide closes the box.

The member's membership end and the price level given at sign-up are set by the Member Portal from your Member settings.

What if…