How to create a note on a member file ?

The note enables you to add information to the member file that would not already be contained in the member's data. The notes will be viewable on the member file in the dedicated section as well as in the list of notes in the Management menu of the software.

Warning

The note should not be confused with the alert that is visible on the passage screen when the member comes to the club.

STEP_ARTICLE_CLIENT. JPGSITE 1: OPEN THE MEMBER FILE AND ADD THE NOTE

From the member file, click on Member Actions and then Action on Member and Add a note.

NOTE_4.png

I then fill in the type, subject and content of the note. 

NOTE_6.png

Click on Confirm.

Note: types and subjects are manageable from the software settings.

  STEP_ARTICLE_CLIENT.JPGSTEP 2: TO GET THE NOTE...

You can go to the member file in the "Notes" section...

NOTES_9.png

Or in the list of notes in the Management menu: 

NOTES_8.png

 

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