Requires permission to view customer information; enrolment requires permission to manage customer profiles in the selected property.
Steps
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Open Engagement → Customers. Search by name, email, phone or membership and check existing matches before creating another customer. Membership and marketing-status filters narrow the list.
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When the customer requests membership, choose Enrol in loyalty. Enter Customer name and at least one of Email or Phone, then choose the appropriate Source. Booking guests already appear in the directory without this action.
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Choose Create membership. Successful enrolment opens the customer profile; confirm the identity and contact details match the intended person.
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Review the profile sections for activity, membership, preferences and consent. This creates a provisional, claimable membership; it does not establish marketing consent or prove that the customer has claimed it.