In Mibo, you can define different types of customer membership to suit your needs and the types of programs that you want to launch on your business or store.
To 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 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.
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.
Click Save .