Members can input their tax ID and emergency contact information within the member app and the web portal. This will help ease the administration burden on staff who need this information.
Note: Platinum customers can change the name of the fields in the app in the Dictionary by searching for the following keys:
- Tax ID:
- Web portal: MEMBER_TAX_ID_NUMBER
- Member app: APP_TAX_ID
- Emergency contact
- Web portal: EMERGENCY_CONTACT
- Member app: APP_EMERGENCY_CONTACT
The member can navigate to their profile on the app and enter their tax ID and emergency contact information.
Once their information is entered, it will be stored in the dashboard in the Details section of the client panel.
Members can also add their Tax ID and emergency contact in their profile via the web portal:
Next steps and resources
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