Cards

Membership Cards can be used to grant access to a membership by multiple people. Much like checking into a hotel, when the clerk asks how many keys you want, Membership Cards (room keys) allow use of a particular membership (or memberships) by a group of people.

Cards can be printed on ticket stock, or can be magnetic swipe cards - which offer an even speedier payment method.

Originally conceived as a movie pass, Membership Cards have applications for all venues and patron types including Group Sales, Corporate Sales, Student body (campus) payments, and other marketing options.

Card assignment is available by clicking the button in the Membership Detail.

Examples of Card Use

As a "Film pass"

If the membership is a pass type (for example an "Average Dollar Per Admission") then the card can be used to simply pay for a ticket and will deduct one admission off the pass. If you have a "Family Pass" for a cinema, each member of the family can have their own access card to the Family Pass. A 20-pack of movies can then be accessed by anyone in the family who wants to go see a movie that night, using the card as a payment method.

As a group Gift Certificate

Say for example, a grandmother gives a $1,000 gift certificate to her 3 grandchildren. She tells them "You each have an access card to this account - use it as you will." Each membership card is then tied to the gift certificate, and each time any of the grandchildren use their membership card, the amount of the sale is deducted from the $1,000 gift certificate. The same can be true for Corporate Gift Certificates for employees.

Membership Cards List Window

Parts of the Membership Cards Window

Ribbon Bar
	Adds a card. For more information on adding new cards click here.
	Opens the Member Card window allowing for the details of the card to be edited. For more information on editing cards click here.
	This function is not currently available.
	Deletes the currently selected card. For more information on deleting cards click here.
	Generates a report displaying the information in the membership card list.
	Exports out the data seen in the membership card list.
	Assigns the currently selected card to the membership.
	Removes the selected card to the current membership.

Card Detail
Card Association Icon	Whether the card is Assigned (green checkmark) or Unassigned (no checkmark).
Card Number	Number for the card.
Name on Card	Name to be printed on the card.
Description	The status of the card (active or inactive).

Member Card Window

Parts of the Member Card Window

Card Number	The number to be printed on the card. This number identifies the properties of the memberships the card is assigned to. This number is assigned by the user and must be unique.
Name on Card	Patron name to appear on the card.
Card Status	The status of the card. Click here for more information on Card Status Types.
Member Type	Type of membership the card is assigned.
Control #	Number of the memberships the card is assigned to.
Expire Date	Date the membership will expire.
Description	The status of the membership associated with the card.
	Removes a membership from the card.
	Cancels any changes made to the card details.
	Saves changes made to the member card and closes the window.

Adding Cards

Pass holder cards allow access to different memberships which have been purchased by one patron. For example - the Smith family may have purchased adult memberships for Mr. & Mrs. Smith and student memberships for their children Billy and Sally. Each member of the family can have their own card printed for their individual memberships. This will allow Mr. & Mrs. Smith access to their adult memberships but not the student memberships of Billy and Sally and visa versa.

Open the Patron Window.
Click here to learn how to access this window.
Click on the Membership tab.
Click here for more information on this tab.
Select a membership.
Single click on a membership to select it.
Click the Open button.
This will open the Membership Detail window.
Click the Cards button.
The Membership Cards Window will open.

For a detailed description of this window and its functions click here.
Click the New button.
The Member Card Window will open.

Click here for a detailed description of this window and its functions
Enter the card number.
Enter the name on the card.
If the membership is being bought for another person, their name can be printed on the card.
Select the card status using the pull down menu.
The entries in this drop down menu are set in Member Card Status in the Code Tables. For more information on setting Member Card Status click here.
Click the OK button.
The new card information will be added to the member card window. Clicking the Cancel button will abort the card insertion.

Memberships - Editing Cards

To edit Mebership Cards, you perform the following steps:

Open the Patron Window.
Click here to learn how to access this window.
Click on the Membership tab.
Click here for more information on this tab.
Select a membership.
Single click on a membership to select it.
Click the Open button.
This will open the Membership Detail window.
Click the Cards button.
The Membership Cards Window will open.

For a detailed description of this window and its functions click here.
Select the card to edit.
Single click a card to select it or double click and the Member Card window will open.
Change the data as needed.
Click the OK button.
The changes to the member card are now saved. Clicking Cancel button will abort the editing of the card.

Assigning Cards

Once a card has been added to a patron's membership, the card can be assigned to one or more memberships.

Open the Patron Window.
Click here to learn how to access this window.
Click on the Membership tab.
Click here for more information on this tab.
Select a membership.
Single click on a membership to select it.
Click the Open button.
This will open the Membership Detail window.
Click the Cards button.
The Membership Cards Window will open.

For a detailed description of this window and its functions click here.
Select the card to assign to the membership.
Single click on a card to select it.
Click the Assign button.
The card has now been assigned to the membership.

Deassigning Cards

To deassign a card, you perform the following steps:

Open the Patron Window.
Click here to learn how to access this window.
Click on the Membership tab.
Click here for more information on this tab.
Select a membership.
Single click on a membership to select it.
Click the Open button.
This will open the Membership Detail window.
Click the Cards button.
The Membership Cards Window will open.

For a detailed description of this window and it's functions click here.
Select the card to Deassign to the membership.
Single click on a card to select it.
Click the Deassign button.
The card will be deassigned from the membership. Click here for more information about Assigning Cards to a Membership.

Deleting Member Cards

Deleting cards is preformed through the Membership Cards Window. Card deletion would usually be preformed when a card is no longer being used by a patron or if the renewal period for the membership has been exceeded.

Open the Patron Window.
Click here to learn how to access this window.
Click on the Membership tab.
Click here for more information on this tab.
Select a membership.
Single click on a membership to select it.
Click the Open button.
This will open the Membership Detail window.
Click the Cards button.
The Membership Cards Window will open.

For a detailed description of this window and its functions click here.
Select the card to delete.
Single click on the card to select it.
Click the Delete button.
The following confirmation will open asking to confirm the card deletion.
Click the Delete button.
The card will be deleted and removed from the Membership Card List window. Clicking Cancel button will abort the deletion of the card.