{"id":306,"date":"2026-08-28T10:20:32","date_gmt":"2026-08-28T10:20:32","guid":{"rendered":"https:\/\/www.epos.com\/my\/merchant-academy\/academy\/mem-register\/"},"modified":"2026-09-01T14:53:06","modified_gmt":"2026-09-01T14:53:06","slug":"mem-register","status":"publish","type":"academy_article","link":"https:\/\/www.epos.com\/my\/merchant-academy\/academy\/mem-register\/","title":{"rendered":"Register your members"},"content":{"rendered":"\n<p>Show customers a QR code and let them fill in their own details, or add them at the counter while they wait. Either way they land in the same member list.<\/p>\n\n\n<div class=\"aa-step-tags wp-block-epos-academy-step-tags\">\n\t\t\t<span class=\"aa-step-tags__tag\">\n\t\t\t3 steps\t\t<\/span>\n\t\t\t<span class=\"aa-step-tags__tag\">\n\t\t\tAbout 4 minutes\t\t<\/span>\n\t\t\t<span class=\"aa-step-tags__tag\">\n\t\t\tTablet and phone\t\t<\/span>\n\t\t\t<span class=\"aa-step-tags__tag aa-step-tags__tag--muted\">\n\t\t\tUpdated 18 Aug 2026\t\t<\/span>\n\t<\/div>\n\n\n<div class=\"aa-step-images aa-image-showcase aa-image-showcase--float wp-block-epos-academy-image-showcase\" style=\"--aa-showcase-img-max: 440px\">\n\t<div class=\"aa-step-images__row\">\n\t\t\t<figure class=\"aa-step-figure\">\n\t\t\t<div class=\"aa-step-figure__media\">\n\t\t\t\t<img decoding=\"async\" src=\"http:\/\/localhost:3032\/wp-content\/uploads\/2026\/08\/2db406d8-8d1c-41d3-bf1f-8fe524e7bf8f.jpg\" alt=\"Everything starts here. Sign-ups, member list, benefits and coupons all sit on this one portal page.\" loading=\"lazy\" \/>\n\t\t\t<\/div>\n\t\t\t\t\t\t\t<figcaption class=\"aa-step-figure__cap\"><strong>Everything starts here.<\/strong> Sign-ups, member list, benefits and coupons all sit on this one portal page.<\/figcaption>\n\t\t\t\t\t<\/figure>\n\t\t<\/div>\n<\/div>\n\n\n<section class=\"aa-audience wp-block-epos-academy-audience-cards\">\n\n\t\n\t<h2 class=\"aa-audience__heading\">WHO THIS IS FOR<\/h2>\n\n\t<div class=\"aa-audience__cards\">\n\t\t\n<div class=\"aa-audience__card wp-block-epos-academy-audience-card\">\n\t<div class=\"aa-audience__card-body\">\n\t\t\t\t\t<h3 class=\"aa-audience__card-title\">Cashiers at the counter<\/h3>\n\t\t\t\t\t\t\t<ul class=\"aa-audience__card-desc\"><li>signing customers up while the order is being paid.<\/li><\/ul>\n\t\t\t<\/div>\n<\/div>\n\n\n<div class=\"aa-audience__card wp-block-epos-academy-audience-card\">\n\t<div class=\"aa-audience__card-body\">\n\t\t\t\t\t<h3 class=\"aa-audience__card-title\">Owners printing the QR<\/h3>\n\t\t\t\t\t\t\t<ul class=\"aa-audience__card-desc\"><li>for table tents, receipts or social posts.<\/li><\/ul>\n\t\t\t<\/div>\n<\/div>\n\n\t<\/div>\n\n<\/section>\n\n\n<section class=\"aa-checklist wp-block-epos-academy-prereq-checklist\">\n\n\t\n\t<h2 class=\"aa-checklist__heading\">BEFORE YOU BEGIN<\/h2>\n\n\t<div class=\"aa-checklist__box\">\n\t\t\n<div class=\"aa-checklist__item wp-block-epos-academy-prereq-item\">\n\t<span class=\"aa-checklist__check\" aria-hidden=\"true\">\n\t\t\t\t\t<svg viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"2.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\">\n\t\t\t\t<polyline points=\"20 6 9 17 4 12\" \/>\n\t\t\t<\/svg>\n\t\t\t<\/span>\n\t<p class=\"aa-checklist__item-text\"><strong>Always capture the birthday.<\/strong> The birthday voucher can only fire for members whose date you have.<\/p>\n<\/div>\n\n\n<div class=\"aa-checklist__item wp-block-epos-academy-prereq-item\">\n\t<span class=\"aa-checklist__check\" aria-hidden=\"true\">\n\t\t\t\t\t<svg viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"2.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\">\n\t\t\t\t<polyline points=\"20 6 9 17 4 12\" \/>\n\t\t\t<\/svg>\n\t\t\t<\/span>\n\t<p class=\"aa-checklist__item-text\"><strong>The mobile number is the member\u2019s identity.<\/strong> Pick the right region prefix before typing the digits.<\/p>\n<\/div>\n\n\t<\/div>\n\n\t\n<\/section>\n\n\n<div class=\"aa-steps wp-block-epos-academy-steps-section\">\n\t<div class=\"aa-steps__head\">\n\t\t\t\t\t<h2 class=\"aa-steps__heading\">THE STEPS<\/h2>\n\t\t\t\t\t\t\t<p class=\"aa-steps__intro\">Only the way in differs between tablet and phone.<\/p>\n\t\t\t\t\t\t\t<\/div>\n\n\t<div class=\"aa-steps__panels\">\n\t\t\t\t\t\n<div class=\"aa-steps__panel wp-block-epos-academy-steps-tab\" data-tab-id=\"tab-phone\">\n\t\n<div class=\"aa-step wp-block-epos-academy-setup-step\">\n\t<div class=\"aa-step__grid\">\n\t\t\t\t\t<div class=\"aa-step__main\">\n\t\t\t\t<div class=\"aa-step__col\">\n\t\t\t\t\t\t\t\t\t\t\t<h3 class=\"aa-step__title\">Step 1: Open Memberships &amp; Loyalty<\/h3>\n\t\t\t\t\t\t\t\t\t\t<p class=\"aa-step-text wp-block-epos-academy-step-text\">On <strong>tablet<\/strong>, tap the four-square icon on the dashboard and choose <strong>Membership &amp; Loyalty<\/strong>. On <strong>phone<\/strong>, tap the <strong>Marketing<\/strong> tab in the bottom bar, then the orange <strong>Membership &amp; Loyalty<\/strong> button in the tools grid.<\/p>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"aa-step-images wp-block-epos-academy-step-images\">\n\t\t\t<div class=\"aa-step-images__row\">\n\t\t\t<figure class=\"aa-step-figure\">\n\t\t\t<div class=\"aa-step-figure__media\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.epos.com\/my\/merchant-academy\/wp-content\/uploads\/2026\/08\/26ff7661-0287-4079-9b54-aae64c377896.jpg\" alt=\"Tablet: the four-square menu.\" loading=\"lazy\" \/>\n\t\t\t<\/div>\n\t\t\t\t\t\t\t<figcaption class=\"aa-step-figure__cap\">Tablet: the four-square menu.<\/figcaption>\n\t\t\t\t\t<\/figure>\n\t\t\t<figure class=\"aa-step-figure\">\n\t\t\t<div class=\"aa-step-figure__media\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.epos.com\/my\/merchant-academy\/wp-content\/uploads\/2026\/08\/a9ddb451-cf58-41ba-a109-2030e7a7d72c.jpg\" alt=\"Phone: the Marketing tab.\" loading=\"lazy\" \/>\n\t\t\t<\/div>\n\t\t\t\t\t\t\t<figcaption class=\"aa-step-figure__cap\">Phone: the Marketing tab.<\/figcaption>\n\t\t\t\t\t<\/figure>\n\t\t<\/div>\n<\/div>\n\t\t\t<\/div>\n<\/div>\n\n\n<div class=\"aa-step aa-step--split wp-block-epos-academy-setup-step\">\n\t<div class=\"aa-step__grid\">\n\t\t\t\t\t<div class=\"aa-step__main\">\n\t\t\t\t<div class=\"aa-step__col\">\n\t\t\t\t\t\t\t\t\t\t\t<h3 class=\"aa-step__title\">Step 2: Share the sign-up QR<\/h3>\n\t\t\t\t\t\t\t\t\t\t<p class=\"aa-step-text wp-block-epos-academy-step-text\">Tap <strong>Register QR<\/strong>. A <strong>Sign Up QR<\/strong> card slides up \u2014 hold it out for customers to scan and fill in their own profile. <strong>Copy Link to Share<\/strong> puts it in a message or a post; <strong>Download QR<\/strong> gives you a file to print for table tents and counter cards.<\/p>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"aa-step-images wp-block-epos-academy-step-images\">\n\t\t\t<div class=\"aa-step-images__row\">\n\t\t\t<figure class=\"aa-step-figure\">\n\t\t\t<div class=\"aa-step-figure__media\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.epos.com\/my\/merchant-academy\/wp-content\/uploads\/2026\/08\/90a24de0-eb03-42c7-9ef7-94186af54a50.jpg\" alt=\"Scan, share or print it.\" loading=\"lazy\" \/>\n\t\t\t<\/div>\n\t\t\t\t\t\t\t<figcaption class=\"aa-step-figure__cap\">Scan, share or print it.<\/figcaption>\n\t\t\t\t\t<\/figure>\n\t\t<\/div>\n<\/div>\n\t\t\t<\/div>\n<\/div>\n\n\n<div class=\"aa-step wp-block-epos-academy-setup-step\">\n\t<div class=\"aa-step__grid\">\n\t\t\t\t\t<div class=\"aa-step__main\">\n\t\t\t\t<div class=\"aa-step__col\">\n\t\t\t\t\t\t\t\t\t\t\t<h3 class=\"aa-step__title\">Step 3: Add a member by hand<\/h3>\n\t\t\t\t\t\t\t\t\t\t<p class=\"aa-step-text wp-block-epos-academy-step-text\">Tap <code>Add Member<\/code> at the top right, fill in the profile, then <code>Save<\/code>.<\/p>\n<div class=\"aa-step-table wp-block-epos-academy-step-table\">\n\t\t\t<div class=\"aa-step-table__row\">\n\t\t\t\t\t\t\t<span class=\"aa-step-table__label\">Mobile Number<\/span>\n\t\t\t\t\t\t\t<span class=\"aa-step-table__value\">Region prefix, then the customer\u2019s digits.<\/span>\n\t\t\t\t\t<\/div>\n\t\t\t<div class=\"aa-step-table__row\">\n\t\t\t\t\t\t\t<span class=\"aa-step-table__label\">First &amp; Last Name<\/span>\n\t\t\t\t\t\t\t<span class=\"aa-step-table__value\">What staff will see when the member checks in.<\/span>\n\t\t\t\t\t<\/div>\n\t\t\t<div class=\"aa-step-table__row\">\n\t\t\t\t\t\t\t<span class=\"aa-step-table__label\">Email &amp; Birthday<\/span>\n\t\t\t\t\t\t\t<span class=\"aa-step-table__value\">Under Other Info. Set the birthday from the calendar \u2014 it drives the birthday voucher.<\/span>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"aa-step-images wp-block-epos-academy-step-images\">\n\t\t\t<div class=\"aa-step-images__row\">\n\t\t\t<figure class=\"aa-step-figure\">\n\t\t\t<div class=\"aa-step-figure__media\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.epos.com\/my\/merchant-academy\/wp-content\/uploads\/2026\/08\/3df8beb6-5660-41c6-bcb0-97e06c69e212.jpg\" alt=\"Add Member.\" loading=\"lazy\" \/>\n\t\t\t<\/div>\n\t\t\t\t\t\t\t<figcaption class=\"aa-step-figure__cap\">Add Member.<\/figcaption>\n\t\t\t\t\t<\/figure>\n\t\t\t<figure class=\"aa-step-figure\">\n\t\t\t<div class=\"aa-step-figure__media\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.epos.com\/my\/merchant-academy\/wp-content\/uploads\/2026\/08\/f5488138-e2d8-40f3-bee5-cc3ff3235178.jpg\" alt=\"Fill it in, then Save.\" loading=\"lazy\" \/>\n\t\t\t<\/div>\n\t\t\t\t\t\t\t<figcaption class=\"aa-step-figure__cap\">Fill it in, then Save.<\/figcaption>\n\t\t\t\t\t<\/figure>\n\t\t<\/div>\n<\/div>\n\t\t\t<\/div>\n<\/div>\n\n<\/div>\n\n\t\t\t<\/div>\n<\/div>\n\n\n<div class=\"aa-videos wp-block-epos-academy-videos-section\" id=\"watch\">\n\t\t\t<h2 class=\"aa-videos__heading\">WATCH IT INSTEAD<\/h2>\n\t\n\t<div class=\"aa-videos__grid\">\n\t\t\n<div class=\"aa-videos__card wp-block-epos-academy-video-card\" data-video-url=\"\" role=\"button\" tabindex=\"0\" aria-label=\"Membership walkthrough\">\n\t\t\t\t<span class=\"aa-videos__duration\">7:15<\/span>\n\t\t<span class=\"aa-videos__play\" aria-hidden=\"true\">\n\t\t<svg viewBox=\"0 0 24 24\" fill=\"currentColor\"><path d=\"M8 5v14l11-7z\" \/><\/svg>\n\t<\/span>\n\t<p class=\"aa-videos__title\">Membership walkthrough<\/p>\n<\/div>\n\n\t<\/div>\n<\/div>\n\n\n<div class=\"aa-feedback wp-block-epos-academy-feedback-bar\" id=\"support\">\n\t<p class=\"aa-feedback__q\">Did your first member save?<\/p>\n\t\t\t<div class=\"aa-feedback__btns\">\n\t\t<button type=\"button\" class=\"aa-feedback__btn\" data-aa-fb=\"yes\">Yes<\/button>\n\t\t<button type=\"button\" class=\"aa-feedback__btn\" data-aa-fb=\"no\">Not yet<\/button>\n\t<\/div>\n\t<span class=\"aa-feedback__thanks\" hidden>Thanks, noted.<\/span>\n\t\t<span class=\"aa-feedback__help\">\n\t\tNeed help?\t\t<a href=\"#support\">Contact support<\/a>\n\t<\/span>\n<\/div>\n\n\n<div class=\"aa-next-steps wp-block-epos-academy-next-steps\" id=\"aa-next-steps-3\">\n\t<h2 class=\"aa-next-steps__heading\">WHERE TO GO NEXT<\/h2>\n\t<div class=\"aa-next-steps__cards\">\n\t\t\n<div class=\"aa-next-steps__card wp-block-epos-academy-next-step-card\">\n\t\t\t\t<span class=\"aa-next-steps__eyebrow\">NEXT<\/span>\n\t\t<p class=\"aa-next-steps__title\">Member benefits<\/p>\n\t\t\t<a href=\"https:\/\/www.epos.com\/my\/merchant-academy\/academy\/mem-benefits\/\" class=\"aa-next-steps__link\">Read the guide \u2192<\/a>\n<\/div>\n\n\n<div class=\"aa-next-steps__card wp-block-epos-academy-next-step-card\">\n\t\t\t\t<span class=\"aa-next-steps__eyebrow\">NEXT<\/span>\n\t\t<p class=\"aa-next-steps__title\">Automated vouchers<\/p>\n\t\t\t<a href=\"https:\/\/www.epos.com\/my\/merchant-academy\/academy\/mem-coupons\/\" class=\"aa-next-steps__link\">Read the guide \u2192<\/a>\n<\/div>\n\n\t<\/div>\n<\/div>\n\n\n<div class=\"aa-troubleshoot wp-block-epos-academy-troubleshoot-list\" id=\"aa-troubleshoot-4\">\n\t<h2 class=\"aa-troubleshoot__heading\">IF IT LOOKS WRONG<\/h2>\n\t<div class=\"aa-troubleshoot__cards\">\n\t\t\n<div class=\"aa-troubleshoot__card wp-block-epos-academy-troubleshoot-card\">\n\t<button type=\"button\" class=\"aa-troubleshoot__title\" aria-expanded=\"true\">\n\t\t<span>The number is already registered<\/span>\n\t<\/button>\n\t\t\t<div class=\"aa-troubleshoot__body\">\n\t\t\t<p class=\"aa-troubleshoot__desc\">That customer is already a member. Look them up under My Members instead of adding them again.<\/p>\n\t\t<\/div>\n\t<\/div>\n\n\n<div class=\"aa-troubleshoot__card wp-block-epos-academy-troubleshoot-card\">\n\t<button type=\"button\" class=\"aa-troubleshoot__title\" aria-expanded=\"true\">\n\t\t<span>The QR does not open anything<\/span>\n\t<\/button>\n\t\t\t<div class=\"aa-troubleshoot__body\">\n\t\t\t<p class=\"aa-troubleshoot__desc\">Re-open Register QR and use Copy Link to Share to test the link yourself before printing it.<\/p>\n\t\t<\/div>\n\t<\/div>\n\n\n<div class=\"aa-troubleshoot__card wp-block-epos-academy-troubleshoot-card\">\n\t<button type=\"button\" class=\"aa-troubleshoot__title\" aria-expanded=\"true\">\n\t\t<span>No birthday vouchers going out<\/span>\n\t<\/button>\n\t\t\t<div class=\"aa-troubleshoot__body\">\n\t\t\t<p class=\"aa-troubleshoot__desc\">Members added without a birthday cannot receive one. Edit the profile and set the date.<\/p>\n\t\t<\/div>\n\t<\/div>\n\n\t<\/div>\n<\/div>\n","protected":false},"featured_media":0,"template":"","meta":{"_aa_toc":[{"id":"who-this-is-for","label":"Who this is for"},{"id":"before-you-begin","label":"Before you begin"},{"id":"the-steps","label":"The steps"},{"id":"watch-it-instead","label":"Watch it instead"},{"id":"if-it-looks-wrong","label":"If it looks wrong"}],"footnotes":""},"class_list":["post-306","academy_article","type-academy_article","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.epos.com\/my\/merchant-academy\/wp-json\/wp\/v2\/academy_article\/306","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.epos.com\/my\/merchant-academy\/wp-json\/wp\/v2\/academy_article"}],"about":[{"href":"https:\/\/www.epos.com\/my\/merchant-academy\/wp-json\/wp\/v2\/types\/academy_article"}],"version-history":[{"count":0,"href":"https:\/\/www.epos.com\/my\/merchant-academy\/wp-json\/wp\/v2\/academy_article\/306\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.epos.com\/my\/merchant-academy\/wp-json\/wp\/v2\/media?parent=306"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}