Also known as Club Membership / Loyalty Tracking / SwiftPOS

Quick Links

• Overview
• Features
• Modules
• Standard Member Data Fields
• Standard Reports
• Licences

Overview

SwiftMBS is a suite of programs designed to combined the Club Membership, Loyalty Tracking and POS applications into a suite of integrated applications whilch will handle a membership database and to track member activity. It is suitable for use by shops and clubs of any size. It has a comprehensive set of features which can be enabled to meet the needs of establishments of all sizes. It is easy to setup and operate, making it an ideal choice for a small club running it on a single PC but is expandable via it’s optional features and modules to meet the needs of large clubs.

Features

SwiftMBS comes with a large number of features as standard and a number of optional ones too:

• Can use the following databases
  • MS Access
  • MariaDB / MySQL
  • SQL Server
• Designed for use in organisations of all sizes
• Intuitive easy-to-use interface
• Creates customizable membership cards with photo and integrated barcodes
• Customizable card backgrounds and logos (can be based on member type)
• Comprehensive set of reports on membership, visits and other statistics
• Each member record has:
  • Full contact details (name, address, phone, mobile, e-mail)
  • Emergency contact details (name, address, phone, mobile, e-mail)
  • Standard attributes (Banned, Suspended, Cancelled)
  • User definable attributes/flags
  • User definable member types (e.g. Standard, Staff, Junior, etc)
  • Free text field for notes (e.g. allergy information)
  • Photo (JPG, GIF and BMP supported).
• Card Designer for modifying the design of membership and pass cards
• FrontGate/Reception module – a Point of Sale application for handling
  • Barcoded goodsMembership purchase and renewalsLogging of member visitsPass handlingLoyalty pointsNon-barcode goodsIntegrates with a receipt printer
• Enter and record financial transactions
  • new membership
  • membership renewal
  • club entry
  • barcoded goods
  • User-defined transactions
  • Accept transaction payments as cash, card or cheque
• Operators with usernames and passwords
  • Can be used to restrict access to all programs and modules
  • Can be used to restrict access to reports or just financial reports
• Loyalty Points
  • Points can be added or redeemed via the FrontGate module
  • Can be automatically added according to spend
  • Can be assigned a redemption cash value as a discount against spend
• Member visit logging module to track entry and exit from the club
• Group Accounts for collecting individual members into an associated group, e.g. a family
• Will integrate with a barcode scanner or magnetic card reader.
• Will work in a network configuration with an large number of networked PCs
• System Requirements
  • Requires Windows 7 or later
  • 32-bit software which is compatible with 64-bit versions of windows

Modules

SwiftMBS was designed to be flexible enough to meet the requirements of almost any club. This is done by the means of additional modules and features which are now available in the standard package. The following modules are available:

Option	Description	Status
Module: Card Designer	This modules comes as standard with all version and allows for the easy design of the member and pass card layouts. Allows various objects to be added: Text Images Barcodes Member Photos Change card properties (dimensions, background, etc) Position objects using keyboard and mouse	Free, Optional Installation
Module: Visit Logger	The VisitLogger module is a comprehensive tool for logging visitors. It can run in interactive and non-interactive mode. In non-interactive mode (default) VisitLogger is designed to function as a standalone module which members can log their visits to and from the club. In interactive mode the VisitLogger is designed to operated by a receptionist or similar person manning the entrance to the club. The operator can then control the process of verifying the member before logging the visit. VisitLogger is designed to run in fullscreen or windowed mode making it suitable for both touchscreen and normal windows environments. A licence to run one copy of this module is included in each basic system licence.Allows logging of members to and from the club Can work in 3 modes (entry only, exit only, auto entry/exit mode) Can be used for unattended logging of members or be operator controlled Can be used on a networked PC at all club entrances Multiple networked instances can be run concurrently. With additional licences the VisitLogger can control a door release and handle guests and visitors (see the features below for more information).	Included with full licence or Club Membership licence Extra features available with licence purchase
Module: POSterminal	This is a full POS (Point-of-Sale) terminal implementation with support for membership and loyalty functions as well as sales menus. Designed to be used by an operator rather than the members themselves. Can be used on a networked PCs Multiple networked instances can be run concurrently. Operates according to the features purchased. Supports the handling of: Transactions Loyalty Points Membership function Supports payment via Cards, Cash, Cheques and Passes	Included with full licence or SwiftPOS licence
Module: FrontGate	This is a comprehensive program designed to handle most operations that would be needed at a club entry point / reception area.Allows logging of members to and from the club Designed to be used by an operator rather than the members themselves. Can be used on a networked PC at all club entrances Multiple networked instances can be run concurrently. Operates according to the features purchased. Supports the handling of: Transactions Passes Operators Loyalty Points Supports payment via Cards, Cash, Cheques and Passes New Membership (basic info only) and Membership renewal	Included with full licence or Club Membership licence
Module: MemberImport	This is a module which allows members to be imported from CSV files.	Included as standard
Feature: Operators	The operators features adds basic protection to all the Club Membership programs requiring each operator to login using a username and password	Standard
Feature: Transactions	This feature adds the financial transaction recording to the FrontGate module and a number of additional reports from the main CMS program.
Feature: Passes	This feature adds support for member passes to allow members to use passes for access to the club instead of, or as well as cash.
Feature: Loyalty Points	This feature allows members to collect and redeem Loyalty Points via the FrontGate module.
Feature: Group Accounts	This feature allows accounts to be created that can be used to group together individual members. Members can be assigned to a group account and inherit certain properties from them such as contact details.
Feature: Visitors	This feature allows visitors to be logged in the database as 1-day members when using the interactive mode of the VisitLogger. When a new visitor is added they become a member in the database which is set to expire the same day. They will automatically appear in the backoffice visit monitor.	New for V2.1 Additional Licence Required
Feature: Guests	This feature allows the guests to be logged in the database as they enter and leave the club. Guests are different to visitors (see above) as only the number of guests is logged. This feature is most useful when using the VisitLogger module in interactive mode. Guests can be logged in both the backoffice module and the VisitLogger module.	New for V2.1 Additional Licence Required

Standard Member Data Fields

The following data fields are stored for each member:

• Member ID
• Member Code
• Date of joining club
• Memership expiry date
• Group account (when active)
• Member name (title, first and surname)
• Date of birth
• Gender*
• Member type*
• Photo (from file or webcam)
• Address (street, town, county, postcode)
• Phone
• Mobile
• E-Mail Address
• Emergency Contact Info (name, relationship to member, address)
• Standard Flags (Cancelled, Banned, Suspended)
• 32 User Defined Flags*
• Pending Transactions
• User Defined Fields*
• Notes (A free form text field)

* = Can be defined by user using admin tool

Standard Reports

SwiftMBS contains a large number of reports, some of which depend which licence is used.

• Club Membership Reports
  • Member Reports – lists of members
    • Member Selection
      • All members or Active members only
      • Members without photos
      • Members of specified type
      • Members with flags set
      • Members joined in given date period
    • Printed Fields – Selectable from all standard member fields
      • all standard member fields
      • Entries / Exit to club
      • User defined fields
  • Membership reports
    • Members expiring in the specified period
    • Members that expired in the specified period
    • Membership expiring between specified dates
    • Members with birthdays in a given month
    • Membership Summry
  • Visit Reports
    • Visits in specified period showing entries and/or exits
    • Count of visits in specified period
    • Members not visited since a specified date
  • FrontGate Reports – reports activity generated by the FrontGate module. Most of these reports can be resticted to a date range
    • Journal
    • Membership creation and renewal
    • Pass Issue
    • Activity by Operator
    • Member sales activity
    • Detailed sales activity
    • Details sales activity by operator
    • FrontGate Summary
    • FrontGate Summay by operator
  • Pass Reports
    • Pass activity by date and type
    • List of passes
• Loyalty Tracking Reports
  • Loyalty Points reports
    • Points activity by date
    • Member points table
• Other reports
  • Members in the current session
  • Special barcodes sheet
  • Transaction barcodes sheet

Licences

SwiftMBS will operate with various licences.

• SwiftMBS – Unlocks ALL modules and features
• Club Membership – Unlocks only Club Membership modules and features
• Loyalty Tracking – Unlocks only Loyalty Tracking modules and features
• SwiftPOS – Unlocks only Point-of-Sale modules and features

Licences are purchased from the SwiftTec Online Shop.