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Enroll a customer

Steps to follow

  1. 1Open the "Members" page from the "Loyalty" module.
  2. 2Click "Enroll a customer" at the top of the page to open the enrollment panel.
  3. 3In the "Search a customer..." field, type the customer's name, email or phone.
  4. 4Click the desired customer in the results list to enroll them in the program.
  5. 5If no customer matches, enter a valid email then click "Enroll with this email" to create and enroll a new customer.