F105 - Punch Card Memberships

Overview

Introduction

Punch Cards are a type of Membership that allows the Member to pay for a set amount of visits to your facility. These punches are consumed when the Member is signed in for attendance either by scanning at the desk or door scanners, or by Manual Sign In.

Punch Cards can be prepaid, recurring by usage, or recurring by frequency. They may be set to expire when all punches are used or continue on. These options are chosen when the memberships are created at the OE Tier.

Selling a Punch Card Membership

  1. Follow the steps for either Converting a Prospect HERE or Signing Up a New Member HERE first.
  2. Once you are at Plan Details, select the Punch Card bubble.
  1. Select the correct Plan Category and Plan.
  2. There are different types of Plans based on how the Member will be charged. These should be explained to you by your Manager or the Owner.

Plan Details

  1. Fill in the Plan Details as you would for a Normal Membership.
  2. Auto Renewed Punch Cards have an expiration option. If there is a check box at the bottom, then this Membership allows you to input an expiration on the Punch Card.
  3. Please get information from the owner or your manager on if you are to input an expiration on the Punch Card.

To keep track of the Members visits, you can access this information by going to the Members Record. and clicking on the History Tab. In the dropdown, you can select Punch Card Usage History to view when their punches where used and how many they have left.









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