How to Remove a Client from the Loyalty Program

Using Shortcuts Software

1. Locate the Client

   • Navigate to the Clients section.
   • Search for the client by their name.

2. Access the Loyalty Program

   • Select the client’s name to open their profile.
   • Click on Member and choose the loyalty program.

3. Cancel the Membership

   • Click Cancel and enter the reason for cancellation.
   • Press Done to save changes and exit.

Using the Shortcuts Console

1. Log In

   • Access the Shortcuts Console and log into your account.

2. Search for the Client

   • Navigate to the Programs section.
   • Search for the client using their loyalty membership number or name.

3. Update Membership Status

   • Select the loyalty number on the left.
   • Click Change Member Status at the bottom of the screen.
   • Choose Cancelled as the status and add a cancellation note.
   • Press Save to finalize the changes.