This article will guide you through assigning or updating a PIN code for a prospect, member, or customer in ClubReady. PIN codes are used for check-in at the kiosk and must be configured in your club's check-in settings before this option is available.
Content:
Before You Begin
Make sure you have the following before getting started:
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Permissions required:
- Customer Management: General - Can Access Client Options
- Club Check-In - Can Update Check-In PIN Code
- For the PIN Code Setup option to be available, PIN code must be selected as the check-in method under Setup > General > Check-In Web Kiosk.
How to Assign or Update a PIN Code
1. Access the Client's All Detail Page: Search for and select the desired prospect, member, or customer. Click the All Detail icon to open their All Detail page.
2. Navigate to PIN Code Setup: Click the Check-In tab, then select Check-In Kiosk PIN Code Setup.
3. Assign the PIN Code: Enter a 4-digit PIN code in the Access PIN Code field, or click Does Not Have A PIN — Generate One to have the system automatically generate a PIN. Click Update Status to save.
Frequently Asked Questions
Q: Why don't I have the option to update or assign a client's PIN code?
A: You must have the appropriate permissions to update or assign a PIN code. The required permissions are Member Management — Can Access Client Options and Member Management — Can Update Client PIN Codes. Contact your administrator if these permissions need to be enabled for your staff profile.
Q: Can I update a PIN code from the Check-In Monitor?
A: No. PIN codes cannot be updated directly from the Check-In Monitor. If you need to update a client's PIN code while at check-in, click on their name to navigate to their full profile page where you can make the update.
Q: Can the system generate a PIN code automatically?
A: Yes. If the client does not already have a PIN code, click Does Not Have A PIN — Generate One and the system will automatically assign a PIN code to their account.