1. General configuration

 On the admin sidebar, select Magenest > Membership > Configuration, go to Configuration page.

 On the Configuration page

GENERAL

• Enabled: Enable Membership program.
• Enable Mail Notification: Choose Yes to send emails to customers about the membership program.

PLAN UPGRADE OPTIONS

• Default Customer Membership Plan: Select the member tier for new members.
• Spent Amount Calculated By: Set the way to calculate customers' spent amount.
• Add Spent Amount When Order Obtained Status: Select the stage that customers' spent amount is calculated (based on order status).
• Remove Spent Amount When Creditmemo is Created: Choose Yes to remove spent amount when order is refunded.
• Up Tier Step by Step: Choose Yes to force members to up tier gradually.

EMAIL NOTIFICATION

Email Sender: Select a sender of membership-program email.

Promote Higher Tier: Select an email template to send when the member's card is upgraded.

Demote Lower Tier: Select an email template to send when the member's card is downgraded.

2. Setting membership program

 On the admin sidebar, click on Magenest > Membership > Membership Plans.

 Go to Membership Plans page.

• To add a new plan, click on Add New Plan button.
• To edit the available plans, click on Edit under Actions column.

• To delete or enable/disable a plan:

  • Select plans to edit, under Actions tab, select Delete or Change Status to edit.

 On the plan detail page

• Plan Lifetime Spent Amount: The spent amount that customers need to reach to join the plan. 
• Plan Lifetime Spent Period (Days): Customers can join the plan when reaching the required amount within this time.
• Plan Duration Type: there are two types of plan: Permanent and Limited. If the plan period is limited, set the amount and period maintenance for the plan in Plan Holding Amount and Duration Time (Days).

DISCOUNT CONDITION

• Discount Condition and Actions:
  • Enable: Activare / Inactivate the plan.
  • Discount Action: Select discount options between Apply for all and Apply for each brand.
  • Then set the promotion details in the table below.

MEMBER MANAGEMENT

Admin can view members joining in the plan.

3. Membership management

 On the admin sidebar, go to Magenest > Membership > Member Manager.

 Go to Membership page, admin can view member details.

 To add customers to a membership plan, click on Add New Membership button.

 Go to Customers page, select customers, then click on Action > Assign Membership Plan > Select a plan.

4. Save the configuration

After complete, click on Save Plan.