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Settings : Creating a Punch Card

Article Contents: This Article Contains Step-By-Step Instructions On How To Create A Punchcard

Step by Step

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 CARD TYPES window. 



Step 2: Click ADD PUNCH CARD TYPES. The system will open an ADD EDIT PUNCH CARD window.


Step 3: Fill in the requisite information (Title and Description) and then click Save to store the data.

 

Step 4: Once saved, the PUNCH CARD TYPE RATE and Usage Strategy tab will open and be accessible.



Step 5: In the Punchcard Type Rate tab, click Add. Then, fill in RackRate , Class Rate, Rate ($), and Quantity. Click Save.

Punchcard Type Rate: the template/product for the punch card. It defines the name, value, and number of punches the card has.




Step 6: In the Usage Strategy tab, click Add, then fill in the Quantity and Rate. Click Save.

The Usage Strategy: Defines how, when, and on what items/rates a punch card can be used after creation. It works alongside the Punch Card Type tab — the Type defines what the card is, while Usage Strategy defines how the card functions during redemption.



 

 

To add rates to the available pass, under the Usage Strategy tab, click on Action (three small dots), then Manage Rates. Usage Strategy will be quantity of punches at the desired amount.





Step 7: Once saved, the new punch card will be added to the PUNCH CARD TYPES window.