A member is a customer who books spaces and buys products or services at your properties. Every member is assigned a primary company, a primary property, and additional companies when applicable.
When you add a member, the Member Portal Defaults settings determine what the member can access in the member portal. For more information, see Setting default member portal options.
This article is part of the Kube customers setup flow. For more information, see Customers setup checklist.
NOTES:
Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
Members can be associated with multiple companies, but they can only have one primary property where the member visits or does business with most regularly.
To add a new member
Select Customers in the top menu and select Members from the drop-down menu.
Click the Add Member button. The New Member window appears.
Complete the fields. For field descriptions, see the New Member Screen Reference at the end of this article.
Click Next. The New Company window appears.
Either create a new company or select an existing company by selecting the Existing Company radio button. For field descriptions, see Adding a company.
CAUTION: A member's primary company cannot be changed after the member is added.
Click Save. The member record appears in the Recently Added notification.
TIP: Steps 7-9 are optional and cover adding a profile picture to the newly added member.
Click the member's name. The Member essentials window appears. Click Detailed View.
Click the Edit button to add a member profile picture.
Click the Profile Picture field. The Image Uploader appears.
Click the Camera button to select an image or drag and drop an image onto the Image Uploader. The Image Editor screen appears.
Edit the image as desired. For more information, see Using the image editor.
Click Save in the Image Editor.
If you made any other changes on the Member Essentials screen, click Save.
TIP: The next step in the Kube customer setup process is to set whether the member has access to company booking units. For more information, see Selecting whether a member has access to company booking units.
New Member Screen References:
General
Assigned Internal User | Internal user who added the member or who is assigned to that member. |
Industry | Type of business the member conducts.
NOTE: Industry types are preset and can be viewed in the System Settings section under Custom Fields > Industry Types. |
Booking Discount Group | A booking discount group is a label you can assign to members to determine whether they pay retail or member price for spaces when making bookings and whether they receive a discount off of the price they pay. For more information, see Adding a booking discount group.
NOTE: Kube preselects the default selection specified for new companies. For more information, see Setting default company group options. |
Culture | Member's culture setting.
NOTE: Culture settings are regional settings that control the formatting of dates, times, and addresses in the Member Portal. The member's culture setting also determines date formatting in emails they receive. |
Date of Birth | Member's date of birth. |
Member Type | User type that classifies the kind of spaces and services the member uses.
NOTE: User types are added in the System Settings. For more information, see Assigning a user and company type to a member. |
Member's email address, which is also their username. | |
Primary Property | Property where the member visits or does business most regularly. |
Occupation | Member's position in their company for internal reference. |
Opt-out of marketing | Select whether the member would like to receive promotional emails from your organization. |
Additional Companies | Select additional companies the contact belongs to. This section only appears if the Additional Companies service has been subscribed to. |
Mailing Address | Enter the member's mailing address. Kube uses Google autocomplete to verify the address. Select the address from the options that appear below the address field as you type.
NOTE: You can select the Do not use Google autocomplete option to manually enter an address. Kube displays additional address fields. |
Other Address | Enter an additional address for reference purposes. Kube uses Google autocomplete to verify the address. Select the address from the options that appear below the address field as you type.
NOTE: You can select the Do not use Google autocomplete option to manually enter an address. Kube displays additional address fields. |
Source Major | Describes how the member becomes your customer.
NOTE: Majors are added in the System Settings. For more information, see Adding a major and minor category. |
Source Minor | Sub-category of the selected major that describes in additional detail how the member becomes your customer.
NOTE: Minors are added in the System Settings. For more information, see Adding a major and minor category. |
Custom Fields | In the System Settings section, you can customize the fields that appear in this section to store data specific to your organization. For more information, see Customizing user fields. |