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Online Membership - Creating an Online Account

Jonathan Hutchings avatar
Written by Jonathan Hutchings
Updated yesterday

Creating the Online Account:

https://www.touchoffice.net > CUSTOMERS > LIST

  • Click on the Online Account - SEND PASSWORD EMAIL button

  • An email will be sent to the member that enables them to create a password for their ByRetail online account.

  • When the member opens the email (see above), they need to Click on the Create Password button.

  • The member is then directed to the Password Reset screen on the ByRetail website.

  • The member can now create their own password for their online account.

    • Enter a new password and then confirm the new password.

    • Now click UPDATE PASSWORD

  • The member is now redirected to the Customer Login screen on the ByRetail website - https://xxxxxxxxx.byretail.net/account/login

    • Login is via email address and password.

Verifying the Online Account:

  • Once the account has been created and the member signs into their online account, they will get the message:

    • Your email address has not been verified. As a result, some features have been restricted. Click here to resent the verification email.

    • The member needs to click the link - this will automatically send them the email verification.

  • When the member receives the verification email they need to click on the Verify your email button - this will activate all account features.

Logging into the Online Account:

  • The member needs to enter their email address (the one setup in TOW) and the password they have created.

  • Click the LOGIN button.

  • If they have forgotten their password, can they click on the Forgot password? link.

  • When you login to your online account, a virtual membership card appears at the top of the screen and displays the following information:

    • Members name

    • Membership type

    • Pre paid balance

    • Membership expiry date

My Membership QR Code:

  • The Membership QR Code can be scanned by a QR Code reader attached to the POS terminal.

  • The QR Code identifies the customer to the POS terminal in exactly the same way that a Members Card does. This facilitates members discounts and the redemption of funds from a pre paid balance.

My Membership:

  • This option displays the membership status:

    • A valid membership displays the membership days remaining in green

    • An expired membership displays the date expired in red

  • Below the membership status is a list membership renewals available.

  • The member can click on an ADD TO ORDER button for a specific membership renewal to add this to the basket. The member can then click on the basket to checkout and pay for the membership renewal online.

  • Once paid the membership renewal details are updated within the members online account and also for the Customer details held in TOW.

My Orders:

  • This option is most relevant if the ByRetail system is also being used for the online ordering of drinks or food.

  • The My Orders option enables you to view previous orders and to quickly reorder based on a previous order.

My Tickets:

  • The ByRetail system can be configured to enable the sale and management of tickets for events and admissions.

  • The sale of a ticket can be configured to capture specific customer details, a meal choice for example. Events can also be configured with a customisable seating plan which enables customers to purchase tickets for specific seats or tables.

  • Tickets can be validated at the POS or using a ticket QR code scanner app.

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