---
title: "Members: find and manage your customers | Vivlab POS"
description: "Find a customer, create their profile, view their online orders, adjust their loyalty points or delete them on request, from Vivlab POS."
url: https://docs.vivlab.com/en/pos/members
---

# Members

In the register, your customers are called members. It is the same customer file as your online store and the Vivlab dashboard: a customer who signed up on your site appears here, and a profile created at the register appears in the [dashboard](https://docs.vivlab.com/en/sections/members.md). Use this screen to find a customer, complete their profile and manage their loyalty points.

<DocsAccess />

## What do you want to do?

- [Find a customer](#recherche)
- [Add a customer](#ajouter-un-membre)
- [Link a customer to a sale](#vendre-a-un-membre)
- [Read a customer's profile](#lire-la-fiche)
- [Edit a customer's details](#modifier-un-membre)
- [Credit or remove loyalty points](#ajuster-les-points)
- [Give a customer a discount code](#offrir-un-code)
- [Share a file with a customer](#partager-un-fichier)
- [View or cancel a subscription](#abonnements)
- [Sign a customer out of all their devices](#authentification)
- [Delete a customer on request](#supprimer-un-membre)

## Find a customer {#recherche}

<DocsSteps>

1. Open **Sell > Members**.
2. Type a name, email address, phone number, city, company name or tag in **Search for a member**.
3. Tap the customer's row to open their profile.

</DocsSteps>

On a large screen, each row shows the name with the company, email and phone, the **Location** (city, country and language), the **Newsletter** and **Cart reminders** consents, the **Sign-up** date, the **Activity** and the **Tags**. On phones and tablets, the row shrinks to the name, the activity status and the email or phone.

A member is **Active** if they visited your online store in the last 90 days and **Inactive** after that. **No activity** means they have never visited, for example a customer created at the register who has no account on your site.

<DocsScreenshot name="pos-members-pro" alt="The Members screen on the Free plan: the Pro plan is required." :width="1286" :height="391" />

::: info Pro plan and Manager role
Members are part of the register's Pro plan. On the Free plan, the screen shows "The Pro plan is required to access this feature." and the **See plans** button (see [Billing](https://docs.vivlab.com/en/pos/billing.md)). The **Members** entry only appears in the menu for the **Manager** role. Roles are set in [Staff](https://docs.vivlab.com/en/pos/staff.md).
:::

## Add a customer {#ajouter-un-membre}

Create a profile for a customer who has not signed up yet, for example to email them their receipts or follow their purchases.

<DocsSteps>

1. In **Members**, tap **Add a member**.
2. In **Contact**, enter the **Email**, the only required field, then if needed the **Full name**, **Phone** and the **Language** in which they prefer to receive your messages.
3. In **Marketing**, tick **Newsletter opt-in** if the customer accepts your marketing emails and **Cart reminders** if they accept reminders when they leave a cart unpaid on your site.
4. In **Address**, enter their billing address if needed.
5. Tap **Save**.

</DocsSteps>

Shipping addresses, the internal note, points and files are added afterwards from the profile. Creating a profile does not create a sign-in account on your site: the customer can sign up later with the same email address.

::: tip During a sale
You do not need to leave the sale to create a profile: choosing the customer in the cart also offers **Add a member**. See [Link a customer to a sale](#vendre-a-un-membre).
:::

## Link a customer to a sale {#vendre-a-un-membre}

On the [sale](https://docs.vivlab.com/en/pos/sale.md) screen, tap **Add member** ("Link this sale to a customer") in the cart, search for the customer in **Select a member** and tap their name. If you cannot find them, **Add a member** at the bottom of the window creates their profile. **Change member** and **Remove member** fix a mistake before checkout.

The linked customer appears on the receipt and in the receipt's **Details** card, in [Receipts](https://docs.vivlab.com/en/pos/receipts.md#detail-du-ticket). Every role can link a customer to a sale and create their profile from the cart, as long as you have the Pro plan.

## Read a customer's profile {#lire-la-fiche}

The profile header shows the customer's tags and counters: number of **Orders**, **Last activity**, points balance (under the name of your loyalty points), **Active vouchers** and **Member since**. Below, the cards cover:

- **Contact**: email, phone, language, the **Sign-in method** for your site (**Google**, **Email**, or "No sign-in account" for a profile created by hand) and, for a business, the company name, SIREN and VAT number;
- **Marketing**: the status of the **Newsletter** and **Cart reminders** consents;
- **Address** and **Shipping addresses**: the billing address and one card per shipping address, with **Add** and **Delete**;
- **Internal note**: notes visible only to your team, never to the customer;
- **Orders**: the orders placed on your online store with this email address, with their status and amount. Tap an order to see its items;
- **Subscriptions**: their current or ended subscriptions;
- **Payment**: the cards they saved on your site;
- **Abandoned cart**: the cart they left unpaid on your site, if there is one;
- loyalty points (the card carries the name of your points): balance, points **Earned** and **Used**, and each dated movement;
- **Discount coupons**: the discount codes reserved for them or earned with their points;
- **Downloads**: the files made available to them;
- **Account security**: signing out their sessions.

::: info Register sales are not in Orders
The **Orders** card only lists online store orders. Sales rung up at the register are in [Receipts](https://docs.vivlab.com/en/pos/receipts.md). A register sale does not credit loyalty points: to reward an in-store purchase, [adjust the points](#ajuster-les-points) by hand.
:::

## Edit a customer's details {#modifier-un-membre}

<DocsSteps>

1. Open the customer's profile.
2. Tap **Edit** at the top of the profile.
3. In **Edit member**, correct the contact details, marketing consents or billing address.
4. Tap **Save**.

</DocsSteps>

For a shipping address, use **Add** or **Delete** directly in the **Shipping addresses** card. The **Internal note** is edited in its own card, with its **Save** button. A customer's tags appear on their profile but cannot be changed from the register.

## Credit or remove loyalty points {#ajuster-les-points}

<DocsSteps>

1. On the profile, in the points card, tap **Adjust points**.
2. In **Adjustment type**, choose **Credit** to add points or **Debit** to remove them.
3. Enter the number of **Points** and, if needed, an internal note.
4. Check the **Current balance** and the **New balance**, then tap **Confirm**.

</DocsSteps>

The movement is added to the points history and the customer sees their new balance in their account on your site. **Show all** expands the full history.

## Give a customer a discount code {#offrir-un-code}

Create a [coupon](https://docs.vivlab.com/en/pos/coupons.md) with the **Reserve for one member** option and choose this customer. The code appears in the **Discount coupons** card of their profile and is added to the **Active vouchers** counter. Only this customer can use it.

## Share a file with a customer {#partager-un-fichier}

Add the file in the **Downloads** card of the profile, for example an invoice or a user guide: the customer finds it in their account on your site. Delete it from the same card when it is no longer needed.

## View or cancel a subscription {#abonnements}

In the **Subscriptions** card, tap a subscription to see its plan, amount, frequency, next payment date, payment method and invoices. **Cancel subscription** stops it: it stays active until the end of the period already paid, then ends with no further charge, and the customer immediately receives a confirmation email. **Manage on Stripe** opens the subscription at Stripe, your store's payment provider.

## Sign a customer out of all their devices {#authentification}

In the **Account security** card, tap **Sign out all sessions** and confirm. The customer is signed out of your site on all their devices, which helps when they ask for it or when their account seems to be used by someone else.

## Delete a customer on request {#supprimer-un-membre}

<DocsSteps>

1. Open the customer's profile.
2. In the actions menu at the top right of the profile, choose **Delete member**.
3. Type "Delete permanently" to confirm.

</DocsSteps>

You can also delete a customer from their row's menu in the list. The profile is erased with its contact details, addresses, internal note and all its loyalty points.

::: warning Permanent deletion
A deleted profile cannot be recovered. The register receipts the customer appeared on stay in [Receipts](https://docs.vivlab.com/en/pos/receipts.md), and their online orders stay in the dashboard: you must keep them for your accounting.
:::