Adding & Editing Members

This section explains how to add a new member in BoothPoint, including entering details, setting membership type, and saving the profile.

[Video on adding a member]

➕Adding a New Member

All staff management is done in the Back Office.

1. Open the Back Office

2. Go to Manage → Members

3. Tap or click Add New Member on the left panel

This opens the Member Profile form ready for entry.

📝 Entering Member Details

🧑 Personal Information

• Title

• Full Name

• Address

• Date of Birth

• Post Code

Use the search icon next to Post Code to look up addresses quickly.

📬 Communication Preferences

Toggle the switches to choose how the member receives communications:

• Send Post

• Send Email

• Send SMS

📞 Contact Details

📧 Adding Contact Information

Enter the member’s:

• Home Number

• Mobile Number

• Email Address

Icons next to each field allow quick access to send an email or SMS directly from the profile.

🗒️ Notes and Warnings

🗂️ Notes Tab

Add general notes about the member for internal reference.

⚠️ Warning Message Tab

Enter any warnings or important alerts that should appear when the member is accessed.

💳 Membership Setup

🪪 Membership Details

• Select the membership type (Standard, VIP, etc.)

• Enter the Signup Date and Renewal Date

🔧 Adjusting Renewal Dates

Use the buttons to adjust renewal periods:

• Adjust

• +1 Year

• Now + 1 Year

• −1 Year

If the renewal date is overdue, BoothPoint displays a red warning next to the date.

💾 Saving the Member

✔️ Save Options

• Save & Close — saves the member and returns to the list

• Save & New — saves the member and clears the form for adding another

📝 Notes

⚙️ Mandatory Fields

In Options → Mandatory Fields, you can set which fields must be completed before saving is allowed.

🔔 Renewal Alerts

If a membership renewal date has passed, BoothPoint highlights it in red and can trigger a reminder during check‑in.