As a Wellnex account manager, you can allocate a Benefit card to many members at the same time.


You will go to main menu module "Membership Benefit":

  • use action button [Allocate] and then select the members (clients/leads) that you want to assign the Benefit card to.
  • once you have finished your selection by ticking members in column ✔️, use the action button [Allocate] at the bottom of the list to confirm the assignment.