When a member management system has been set up, there are many tasks that can be performed to manage different functions relating to the members in the system.
The following table describes a sequence of these tasks with links to the articles that describe them. The tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
| Create membership cards. | How to: Create Membership Cards |
| Assign membership cards to member accounts. | How to: Assign Membership Cards |
| View the active membership cards in a club. | How to: View Active Cards in a Club |
| Block and unblock member accounts, contacts, and member cards. | How to: Block and Unblock Accounts |
| Set up member point journals and either enter member points directly to member accounts or transfer points between accounts. | How to: Work With Member Point Journals |
| Refund transactions that exceed the member's existing member point balance. | How to: Refund with Member Points |
| Set up the Transfer Value Factor for transferred member points. | How to: Work With the Transfer Value Factor |
| View member point transactions in the system and work with statistics on member points. | How to: View Member Point Entries |