Like any other businessesIn Mibo, you can also define different types of Membership customer membership to suit your needs and type the types of program programs that you want to launch on your business or store.
To access your Customer types, Mibo Control Panel > Customer > Customer Type
| Info |
|---|
Note : DEFAULT type is auto generated by the system and will be automatically shown on your Customer type list. |
Adding Customer Type
Click Add on the Customer Type panel.
In the new page, enter the Customer type.
To add a image, click on the image section.
Click Ok to save your Customer type
...
| Tip |
|---|
Tips : To best display your Customer type, it is advisable to add an image. See our article about uploading images. |
Updating Customer Type
In the Customer Type panel, click the name of the Customer type or the Edit Icon on the same row of the Customer type you want to update.
Apply the modification you prefer.
Click Ok to save your changes.
...
Sorting Customer Type
You might want to sort your created Customer types. You can simply sort it by doing the following:
...
manage the customer types of your Mibo account, click Customer > Customer Type in Mibo. The Customer Type page is displayed. In this page, you can add, edit, or delete customer types and set the customer membership number configurations.
...
Adding a new customer type
To add a new customer type, follow these steps:
In the Customer Type page, click Add. The following page is displayed.
Enter the name of the new customer type in the Customer Type field.
Click the
plus icon to add an image to the customer type. Choose an image, and then click Select Image. To add a new image for this new customer type, refer to Uploading images to Mibo for more information.
Click Save to save the new customer type. The new customer type is displayed in the Customer Type page.
Editing a customer type
To update an existing customer type, follow these steps:
In the Customer Type page, click the name of the customer type or the Edit icon.
Edit the customer type details.
Click Save to save your changes.
Sorting the customer types
In the Customer Type page, you can sort the list of customer types to manage how they are displayed in the table and in the Customer Type drop-down menu in the Customer 360 view. For information on the Customer 360 view, refer to Customer 360 view.
To sort the customer types, follow these steps:
In the Customer Type page, modify the text box on the same row of the
...
customer type you want to sort
...
.
Click the floppy disk icon and wait for the
...
page to reload
...
.
Setting the default customer type
In the Customer Type
...
page, you can set a default customer type, which will be the customer type assigned to newly added customers. To set the default customer type, toggle the Default button of the customer type that you want to set as the default.
...
Note: You can
...
Removing Customer Type
In the Customer Type panel, click the bin Icon on the same row of the Customer type you want to remove.
Agree on the confirmation message of deletion by clicking Ok or click Cancel if you want to retain the Customer type.
...
| Info |
|---|
Note : Default Customer type cannot be deleted. |
Adding 3rd party Custom Number
Enable the Custom Number option on the Membership Number panel.
Select Display Membership Number As: QR code or Barcode when scanning.
Select which Barcode to show by default : Mibo Membership Number or Custom number
...
There are two ways to add Custom numbers: Manual input or upload using a template.
Manual Input
To add Custom number, click on the plus icon to show new text box for your input then click the plus icon on the same row to save the number
...
Upload Using Template
Click Upload xls.
Download the template of CSV import file.
Using the template, update the file that will match the number you prefer.
Upload the template by simply dragging your modified template from your computer and drop them on the panel.
...
To update number, click on the + icon on the row of the Membership number you want to update then click on + icon to save the number.
...
select only one default customer type.
Deleting a customer type
To delete a customer type, click the delete icon and then confirm the deletion.
...
Note: You cannot delete a default customer type.
Enabling and adding custom numbers
The custom number is a unique membership number assigned to each customer that is added to your Mibo account. To enable and add custom numbers, follow these steps:
In the Customer Type page, toggle the Custom Membership Number button to enable it.
The settings are displayed.
Choose how the membership number is shown:
Mibo Membership Number
Custom Membership Number
Choose how the membership number is displayed:
QR Code
BarCode
Enter the limit of card stock that initiates a notification. When the card stock drops to this limit, a notification email is sent to the Administrator.
Add the custom numbers through one of the following ways:
Adding numbers manually
Click the
plus icon.
Enter the membership number, and then click the
plus icon.
Using the template
Click Upload xls.
Click Download Template to download a CSV file.
Use this guide to create your own file of custom numbers.
Drag and then drop the file to the page.
Check the estimation records.
Click Save to save all your changes.
The membership numbers are automatically assigned to the customers. To view the specific customer assigned to a specific membership number, click View right next to the membership number. A new page is opened that shows the Customer 360 view of the specific customer. For more information about the Customer 360 view, refer to Customer 360 view.