Selling a punchcard

Selling a punchcard

Article Contents:

This article contains step-by-step instructions on how to sell a punch card. 

Step-By-Step:

Step 1: Navigate to the 'REGISTER' module. In the left panel click the category 'TOOLS'. Within the 'TOOLS' category under the section titled 'PUNCH CARD TYPES', click on the punch card to be sold. The system will open a 'GENERATE PUNCH CARD' pop-up window.





Step 2: Use the '+' icon to add a new customer or the magnifying glass to search for an existing customer. Once the customer has been selected fill in the 'Punch card Amount', 'Expiration Dates', and 'Punch card No.' The punch card number is generated automatically or can be manually specified by choosing 'Specified' from the provided drop-down. Once populated, click 'ADD'. The system will add the punch card information to the right register panel.



Step 3: Follow the normal payment process to complete the assignment of the punch card to the customer profile.

    • Related Articles

    • Creating a Punch Card

      Article Contents: This article contains step-by-step instructions on how to create a punchcard. Step 1: Click the Gear Box icon from the top right of the screen—next click 'Punch Card Type Center' in the left-hand menu. The system will open a 'PUNCH ...

    • Redeeming a punchcard round

      Article Contents: This article contains step-by-step instructions on how to redeem a punchcard round. Step-By-Step: Step 1: Within the 'TEE SHEET' select the appropriate tee time and search for and add the customer for whom the punch card is being ...

    • Viewing a punchcard balance

      Article Contents: 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 customer profile or B) By navigating to Punch cards within the VOUCHERS module. ...

    • Creating a Credit Book Holding Account for an Event

      Article Contents: This article contains a step-by-step guide on how to create a credit book holding account for an event. Step-By-Step: Creating the Holding Account Step 1: Select the Vouchers tab along the top menu. Then, click on Credit Book ...

    • Establishing a Pro-Shop Credit Account or House Account (3 Methods)

      Article Contents: This article summarizes the different methods that can be used to created a pro-shop credit account or house account depending on your facility's unique needs. Method 1: Membership Account Step-By-Step: Step 1: Navigate to the CRM ...