For the complete documentation index, see llms.txt. This page is also available as Markdown.

Link or unlink membership

Mews Operations uses the Link or unlink membership operation to link an existing membership from the partner loyalty system to a Mews customer profile, or to remove that link.

Front desk staff are creating a new customer profile in Mews Operations. The membership lookup in the partner system returns a matching membership. They select the appropriate membership and link the customer to it.

1

Create new customer

New customer creation form with fields for email, name, phone, membership number, and address
2

Select matching membership

List of matching members returned from the partner loyalty system, with customer details and a Confirm button
3

Linked membership

Customer profile showing the Loyalty panel with a successfully linked membership entry

Front desk staff view an existing customer profile without a linked membership. They open the lookup screen, which returns a list of matching memberships. They select the correct membership and link the customer to it.

1

Customer profile screen

Customer profile screen with a Loyalty panel warning that the customer is not enrolled in a loyalty program
2

Select matching membership

Customer profile screen with a membership lookup panel showing a list of matching members from the partner loyalty system
3

Linked membership

Customer profile showing the Loyalty panel with a successfully linked membership entry

Front desk staff view an existing customer profile with a linked membership. They select the membership program and remove it, unlinking the membership from the customer profile.

1

Select membership

Customer profile showing the Loyalty panel with an active linked membership selected for removal
2
Loyalty membership detail panel with the Delete button highlighted to confirm unlinking the membership

Last updated

Was this helpful?