View Punch Card Balance

View Punch Card Balance

This article contains step-by-step instructions on how to view a punchcard balance.

Step-By-Step:

Punch card balances can be viewed either:

A) Within a Guest profile or
B) By navigating to Punch cards within the VOUCHERS module.

Guest Profile (A):

Step 1: Select the 'Members' module from the module navigation menu. Click 'guests' in the left-hand menu. The system will open an 'ALL guests' window where all guests can be viewed.


Step 2: Search for a guest using the provided search field or navigate to the guest. Click the 'ACTION' section of the guest and click 'View/Edit' from the pop-up window. The system will open a guest profile pop-up window.

Step 3: Click 'PUNCH CARDS' which can be found under the 'Cards' tab. The 'Punchcards' window displays members’ punch cards: 'Title', 'Number', 'Expiration Date', and 'Available Rounds'.



Voucher Module (B):

Step 1:  Select the 'VOUCHERS' module from the module navigation menu. Click 'Punch cards' from the left-hand menu.

 

Step 2: Search for a punch card number using the provided search field or navigate to the guest to be viewed. Click the 'View' button for the guest. The system will open a 'PUNCH CARD VIEW' pop-up window.



Step 3: Clicking the tab 'PUNCH CARD RATE' will allow for the viewing of a punchcard's 'Quantity', 'Rounds Used', and 'Rounds Reserved'. Clicking the 'Usage Strategy' button will display a more detailed listing of usage in a system-generated 'ADD/EDIT Punch card type' pop-up window.

This window can also be accessed from the 'Usage Strategy' button.




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