Use Membership Compulsory Setup to choose which fields are required when registering a new member. For example, make "Phone Number" and "Email" mandatory, but keep "Address" optional. This ensures you collect the data you need without overwhelming new sign-ups.

When to use this: When you need to configure whether member registration is required during checkout at the POS.

Prerequisites

• Membership Setup completed

Membership Compulsory Field List

📝 General Description

This page displays all available membership registration fields as a configurable list. Each field can be set as compulsory (required during registration) or optional, and can be shown or hidden on the guest book (self-service registration form). The system comes pre-populated with standard fields like date of birth, agreement checkboxes, contact preferences, and more.

⚙️ UI Elements

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12.8.1 Data Grid Columns

Pre-configured Fields

The system includes these standard registration fields:

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12.8.2 Edit Field Settings

Clicking on any field name opens the edit form with these settings:

Form Fields

Toggle Settings

Action Buttons

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12.8.3 How to Make a Field Compulsory

1. Navigate to Setting → Membership Compulsory Setup.

2. Click on the field name you want to make required (e.g., chkAgreement).

3. Toggle Set as compulsory → ON.

4. Optionally set the Label text that customers will see.

5. Click Save.

Expected Result: The settings are saved.

12.8.4 How to Show/Hide a Field on the Guest Book

1. Click on the field name.

2. Toggle Show on guest book → ON to display on the self-service form, or OFF to hide it.

3. Click Save.

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How to Edit a compulsory field rule

1. In the Membership Compulsory Setup page, find the compulsory field rule you want to change.

2. Click the blue field name link. The edit form opens — it looks the same as the "Add New" form, but all fields are already filled in with the current values.

3. Change the fields you need to update.

4. Click Save to apply your changes.

[!TIP] To make changes, just click the name of any compulsory field rule in the list — the same form opens with everything already filled in. Change what you need and click Save.

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💡 Example

Scenario: A retail chain wants customers to agree to terms and opt-in to email marketing during self-service registration, but make WhatsApp opt-in optional.

Setup:

1. Click chkAgreement → Set as compulsory: ON, Show on guest book: ON, Label: "I agree to the Terms & Conditions".

2. Click chkEmail → Set as compulsory: ON, Show on guest book: ON, Label: "I agree to receive email promotions".

3. Click chkWhatsApp → Set as compulsory: OFF, Show on guest book: ON, Label: "I agree to receive WhatsApp notifications".

4. Click chkSMS → Set as compulsory: OFF, Show on guest book: OFF (hidden from customer form).

[!TIP] Use the Label field to write customer-friendly text. The Name field is an internal identifier — customers see the Label on the registration form.

[!WARNING] Making too many fields compulsory can increase registration abandonment. Only set fields as compulsory if they are genuinely required for your business operations.

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Access & Permissions

[!NOTE] Exact permissions depend on the Privileges Setup configured for each role. Contact your administrator if you cannot access this page.

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Business Rules

• Records that are linked to active transactions or other modules cannot be permanently deleted
• Changes made here will take effect on POS terminals after the next sync
• Deleted records can be restored from the list using the Show Deleted filter
• All changes are logged with the user who made them and the timestamp

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How to Add a New Membership Compulsory

1. Navigate to Membership Compulsory Setup from the sidebar menu.

2. Click the + Add New button (green button).

3. Fill in the required fields in the form.

4. Fill in any optional fields as needed.

5. Click Save to create the new membership compulsory.

✅ Expected Result: The new membership compulsory appears in the list and is available for use across the system.

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How to Delete a Membership Compulsory

1. Navigate to Membership Compulsory Setup from the sidebar menu.

2. Click on the name or code link (blue text) of the record you want to delete.

3. In the edit form, scroll down to the bottom.

4. Click the Delete button (red button).
5. A confirmation dialog appears — click Yes to confirm.

✅ Expected Result: The membership compulsory is soft-deleted — hidden from active lists and POS but can be restored later.

[!WARNING] Records linked to active transactions or other modules cannot be deleted. The system will display an error if deletion is not allowed.

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FAQ

Q: Why are my setting changes not taking effect on POS? A: Settings need to sync to POS terminals. Check Terminal Status for sync timing, or trigger a manual sync.

Q: Can I revert a setting change? A: Yes. Simply toggle the setting back to its previous value and save. Changes take effect after the next POS sync.

Q: Who should configure these settings? A: Most settings should be configured by an administrator. Pages marked as "IT Admin only" (App Command, Webhook) require technical knowledge.

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Troubleshooting

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Related Menus

• Master Data > Company Setup — company information
• User Setup > Privileges Setup — permission configuration
• Master Data > POS Setup — POS terminal settings

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Open Questions / Confirmation Needed

[!NOTE] The following items may vary depending on your system version and configuration:

• Exact permission settings depend on your Privileges Setup configuration
• Sync timing to POS terminals depends on network conditions and sync schedule
• Some features may require additional licensing or module activation
• Field behavior may differ between EQuip versions

If you encounter behavior not described in this manual, contact your system administrator or EQuip support team.