Skip to main content
M
MoonTech
Core

Customers & Members

Customer management, membership, levels and points

6
Sections
2
Panels
Admin ConsoleClub Panel
Service Overview

A customer (member) is someone registered in your club who can use wallet, discounts, shop, events, and other enabled services. Unlike a generic system user, a customer belongs to one club and may have a membership level, points, credit balance, and member group assignments.

Platform admins see all customers across clubs for ecosystem reporting. Club managers add, edit, activate, or suspend members daily and assign member groups when that option is on. Group admins see only their group's roster and cannot create club-wide customers.

Typical tasks: register a new member (or follow up self-signup from the app), set level and VIP flag, assign groups, and suspend or block for policy violations.

1
Section 1 of 6

Core concepts

ConceptMeaning
**Customer / member**Person with name, mobile, and national ID in the club.
**Customer code**Internal ID for panel tracking.
**Membership level**Tier such as bronze or gold with benefits.
**VIP**Special flag for key members; separate filter in lists.
**Points**Current and lifetime loyalty points.
**Credit (currency)**Spendable club credit balance.
**Referral code**Code the member shares with others.
**Member group**Sub-community with its own rules and content.
Previous sectionNext section
2
Admin ConsoleSection 2 of 6

Customers

**Menu:** Platform Admin → Business Management → Sales Network → Customers

Manage and report on customers across all clubs — subtitle: “Customer and cardholder management”.

Prerequisites

  1. Customer management permission in admin.
  2. Target club and membership levels defined where needed.
  3. For registration, person record (name, mobile) available or created in wizard.

Page layout

  • Title Customers (Holders) with Register new customer.
  • Four stat cards: Total, Active, VIP, With level.
  • Table: Customer name (VIP star), Customer code, Club, Level, Points (current / total), Credit, Referral code, Status, Level expiry, Joined.
  • Statuses: Active, Inactive, Suspended, Blocked, Pending.
  • Actions: Edit, Delete.
  • Registration/edit wizard for personal and club settings.

Status meanings:

StatusEffect on member
**Active**Can sign in and transact.
**Inactive**Temporarily off — user or manager request.
**Suspended**Limited access until issue resolved.
**Blocked**Sign-in and transactions disabled — serious violation.
**Pending**Incomplete signup or awaiting manager approval.

Step-by-step

  1. Open Sales Network → Customers.
  2. Click Register new customer.
  3. Enter name, mobile, optional national ID.
  4. Select club and membership level.
  5. Set VIP or referral code if needed.
  6. Save and track via customer code.
  7. Change status via Edit or inline status control.
  8. Before delete, confirm no open orders or disputes.

Tips and common issues

  • One mobile per club usually — duplicates error.
  • Use Blocked for violations; Inactive for voluntary pause.
  • Empty level expiry means permanent or open-ended tier.
  • Prefer inactive over delete when financial history exists.
Previous sectionNext section
3
Club PanelSection 3 of 6

Customers

**Menu:** Club Panel → Sales Network → Customers

Day-to-day member management for your club — the page club staff use most often.

Prerequisites

  1. Customers option active on subscription.
  2. Appropriate view / create / edit permissions.
  3. Levels and groups configured if you assign them at registration.

Page layout

  • Stat cards: totals for active, VIP, pending, with level, in groups.
  • Search by name, mobile, code, referral.
  • Filters: status, level, VIP, group.
  • Table with club-scoped columns and quick actions.
  • Bulk tools (where enabled): export, group assign.
  • Member detail: profile, wallet link, orders, level history, group membership.

Step-by-step

  1. Open Sales Network → Customers.
  2. Use search to find existing member before creating duplicate.
  3. Add customer or approve Pending from self-registration.
  4. Set level, VIP, and groups on the profile tab.
  5. Adjust credit or points only if your policy allows manual grants.
  6. For complaints, set Suspended with internal note.
  7. Use Blocked only with documented approval.
  8. Link member to support tickets via customer code.

Tips and common issues

  • Self-registration may create Pending — review daily.
  • Group assignment affects portal Group services on Home.
  • Editing mobile impacts OTP login — verify with member first.
  • VIP is a filter aid, not a separate permission system.
Previous sectionNext section
4
Section 4 of 6

Member lifecycle (club perspective)

StageManager actionMember experience
Invited / pendingApprove or reject signupLimited or no access
ActiveAssign level and groupsFull portal per options
SuspendedInvestigate ticketRead-only or blocked pay
BlockedCompliance decisionCannot sign in
Previous sectionNext section
5
Section 5 of 6

Registration channels

ChannelWho initiatesTypical status
Club panel manualStaffActive immediately
Portal self-signupMemberPending or Active per club rules
App invite linkMember + referralActive with referral attribution
API integrationExternal systemActive or Pending per mapping
Sales network codeMarketer-assistedActive with marketer link

Step-by-step — handle self-signup pending queue

  1. Open Customers → filter Pending.
  2. Verify mobile OTP completed if required.
  3. Check duplicate mobile — merge policy if same person re-applied.
  4. Approve → assign default level and optional group.
  5. Reject with reason shown in app if spam or incomplete KYC.

Data hygiene

  • Update mobile only after OTP proof on new number.
  • National ID changes need document review in regulated clubs.
  • Before bulk import CSV, validate column mapping in staging club first.

Points and credit (if enabled)

ActionWhereCaution
Grant bonus pointsCustomer editDocument promotion ID
Manual creditCustomer edit or walletDual approval for large amounts
Zero credit on exitCustomer editPrefer inactive over delete
Previous sectionNext section
6
Section 6 of 6

Summary for support

  • Customer = club-scoped member with optional level, points, credit, groups.
  • Platform admin = all clubs; club panel = one club; group admin = one group list.
  • Status ladder: Active → Inactive / Suspended → Blocked.
  • Always record customer code on support tickets.
Previous sectionNext section