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How do I add members in PackageX?

This article explains how to use to PackageX - adding members, scanning, and notifying members of their packages.

Step 1 - Log into PackageX using your locations unique email and password. You will see this dashboard when you log-in. 

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Step 2- Open Operate and Click into your Member --> Contacts. You will be downloading a .csv file of your active license member contacts to upload into PackageX. 

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Check all active members and click "Export". This will populate a spreadsheet in your downloads. 

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Step 3- Navigate back to PackageX and click the "Recipients" Tab on the left side panel. 

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Step 4- Click "Add" --> "Upload CSV" and upload your spreadsheet. 

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Step 5- Select which columns of your spreadsheet you would like to keep (Contact Name, and Email). Proceed to the next page.

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Tip: If you have previously uploaded a spreadsheet and are adding more members, you can merge the lists together to remove duplicates.

 

Step 6- Review that your file has been uploaded, it will turn from grey to green when all contacts have been added.  Screenshot 2024-04-05 161229

 

For new members onboarded into Studio Systems, you will need to add them manually into PackageX using the same "Add --> Recipients" button. You will need the member's name, email, and location. 

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Step 7- Use the mobile app to begin scanning in packages and notifying your recipients. Check out this Knowledge Base article for tips on scanning and notifying.