What members get

A membership card can do more than sit in a phone wallet. When you approve a sign-up, Stokk can also set the member's customer category and standing discount in your ERP, and tag their customer in your online store. A breeders' club is the usual case: approved members move to the breeders' category with its discount, and the tag gives them breeder prices in the web shop.

Setting it up

Open the membership card from Membership cards and choose Edit. Under What members get, pick the customer category, type the discount and, if your online store is connected, the tag. Leave a field empty to leave it as it is.

A card that gives terms is never handed out from the public link alone, so Approve each sign-up has to be on while public sign-up is on. Staff adding a member at the counter is an approval in itself.

When you approve

• New customer: they're created in your ERP with the category and discount.
• Existing customer: only the category and discount change. Their name, address and contact details stay as they are. Under Sign-ups waiting each sign-up shows what they have now and what approving sets, and warns you when it moves them out of another category.
• Online store: their store customer, found by the card's email, gets the tag. If they have no account yet, one is made with that email, and they sign in with a code sent there. Answers to your own questions are copied to the store customer when the store has a field with the same name (such as a kennel name).

The card is only sent once the ERP has the new terms. If your ERP can't be reached, the sign-up stays waiting with the reason and Try again. If only the online store fails, the card still goes out, and the card's page says Needs a look with its own Try again.

When a card is cancelled

Cancelling the card puts the customer back: the category and discount they had before the card, and the tag comes off in the online store. If they already had exactly these terms before the card (set by hand before the programme existed), cancelling clears them. Stokk leaves the terms alone if someone has changed them in your ERP since, or if another membership card gives the same terms.