If your members use a physical membership card or key tag to check in, you assign that card to the member's profile so the system knows whose it is. You can do this two ways: type the card number in manually, or scan the card to fill it in automatically. This article covers both.
How to assign a card or key tag
Go to Contacts > Members and open the member you want to assign a card to.
Click the edit (pencil) icon at the top right of their profile to open Edit Profile.
Find the Membership Card Number field. From here you can add the card either manually or by scanning:
Add the number manually
If you know the card or tag number, type it straight into the Membership Card Number field, then click Save Changes.
Scan the card to add it automatically
Click the Setup button to the right of the Membership Card Number field.
A Set up a membership card message appears, prompting you to scan the card or band on your reader.
Scan the card or key tag on your reader. The number is filled in automatically.
Click Save Changes.
š” Scanning needs a connected reader. To scan a card in, you need the Welcome Screen installed on a Windows 10 or higher PC, with a scanner connected. See the QR code and barcode scanner setup guide. If you do not have a reader connected, add the number manually instead.
If you need a hand, contact the Customer Success team using the orange chat button in your application.