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Link MembersΒΆ

This screen is customized for your loyalty program. Some buttons, sections, or fields might not be present or might have different labels. Your instance might have additional functions, sections, or fields not listed here.

To link two members:

  1. On the Member Search view, find the first member to work with. Note or copy their Loyalty ID.
  2. On the Member Search view, find the second member to work with.
  3. Open the second member's Account Summary.
  4. Click Link Member. The Link Member panel slides open on the right.
  5. Type or paste the first member's Loyalty ID at the top. The tile on the left is populated with the first member's information.
  6. Click Link Member. The member accounts are linked.

See also: