Customer Management

The EPOS system has a built-in Customer Management module that can be accessed at the EPOS till or Website providing a central database of your customers. The following management features are included:

Create/amend customer account details

Postcode address lookup (Royal Mail PAF database or Postcode Anywhere)

Record notes against customer records

Assign multiple membership records against a single customer

Assign/re-assign/deactivate a customer membership

View customer’s active/inactive membership products

Purchase/renew membership product for a customer

Automatic membership expiry at the end of the allotted period

Customer opt-in/out of marketing

Note: All of the above can be driven via a touch screen till as well as a standard PC with keyboard and mouse

Membership Till Operations (e.g. Spa Membership)

When the membership module is active the Till operates as normal allowing staff to sell products. If a user swipes a customer card or keys in a customer number a membership screen appears.

This page shows the full customer details and any membership information held on the system. If there are no active memberships linked to the customer account then the staff are prompted by a warning message.

Navigation buttons allow staff to:

Quickly add a new membership or renew an existing for the customer

View/record notes against a customer

Create a completely new customer record and assign a membership level to it

Managing Customer Memberships

All membership levels are configured as product lines within the EPOS Back Office application where a Price and Duration Period can be configured.

The EPOS Back Office application offers a series of management screens allowing staff to do the following management tasks:

Create/amend customer account details

Postcode address lookup (Royal Mail PAF database or Postcode Anywhere)

Record notes against customer records

Assign multiple membership records against a single customer

Assign/re-assign/deactivate a customer membership

View Customer's active/inactive membership products

Reports

Active memberships

Expired memberships

Memberships due for renewal (due days to expiry date)

Number of visits per customer

Non visiting customers

Customer breakdown

All customers export to CSV/Excel format

All membership sales are accountable in the same way as standard products within the EPOS system. It is possible to categorise sales in the EPOS reports so that membership sales are grouped separately from standard product sales.