How to Assign a Membership # to a Customer

To add or assign a new Royalty Rewards membership with an existing customer:

1. Open the Royalty Rewards program by double clicking on the following icon on your desktop.

2. The following screen will appear. 
 

3. Key in the Membership # by scanning the customer's card or by typing the number in as shown below.

4. Hit Enter. The following screen will appear.

5. Begin typing the customer's last name in to the Customer Name field and then click Search. For this example, "Smith" was entered. The following window will appear.

Note: The customer must exist in your shop management software. If the customer has not been setup in your shop management software, Cancel this search, set the customer up in the shop management software and return to the Royalty Rewards program to associate the membership.

6. Double click on the correct customer that you wish to associate with the Membership ID # you entered. For this example, we will use Brad Smith. The following window will appear.

7. Type in the Birthday and Anniversary dates if known. Click Save.

You have successfully associated the Membership # with your customer!