How to: Create Membership Cards

In this article

To create a membership card and assign it to a member account

To create multiple membership cards simultaneously

To create a membership card on the POS

Membership cards are either created for a member club or a member scheme that is attached to the club. To see which of the two options apply to your club: 

  1. Click the icon, enter Member Club, and select the relevant link.
  2. Double-click a club in the list to display the Member Club card for that particular club. The value in the Card Setup Type field tells whether member cards will be created for the club or the club's scheme.

When you create a membership card, you can assign (link) the card to a member account at the same time (see below). You can also assign the card later, see How to: Assign Membership Cards.

You can also create membership cards directly on the POS by manually entering a card number or by scanning a predefined MSR card, a QR code, or a barcode, and linking the number or card to an already selected Contact, Account or Club.

When you create a membership card on the POS, a web service will check if the card exists.

To create a membership card and assign it to a member account

  1. Click the icon, enter Membership Card, and select the relevant link.
  2. The list shows all existing membership cards. Note: The name of the club to which the card belongs is shown in the Club Code column.
  3. Click the New action. The Membership Card opens.
  4. Click the arrow in the Club Code field, and select a club from the Member Club List. The Card No. and Scheme Code fields are filled in automatically. You can also fill in the Card No. manually.
  5. Click the arrow in the Account No. field, and select the member account that you wish to assign the card to.
  6. Fill in the remaining fields.

To create multiple membership cards simultaneously

You have the option to create many membership cards simultaneously. The cards will be added to the Membership Cards list.

  1. Click the icon, enter Member Club, and select the relevant link.
  2. In the list, double-click the club for which you are going to create the membership cards. The Member Club Card page opens.
  3. Click Related - Cards - Create Membership Cards.
  4. Notice that the Starting From field is automatically filled in with the next free card number for the selected club.
  5. In the No. of Cardsfield, enter the number of cards you wish to create.
  6. If you wish, you can also allocate the new cards to a specific store by clicking the arrow in the Allocate to Store field and selecting a store from the list.
  7. Press Create on the Home action menu to create multiple cards.

To create a membership card on the POS

  1. Open the Member Contact panel on the POS.
  2. Use the search function to locate your Member Contact.
  3. Press the Create New Card button, and fill in the card number.