Edit Membership Pass/Card Options

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In the Membership/Pass Card Configuration setting, you can create and maintain your Membership Pass Card. You can also create a single card or multiple cards for each membership.

In any given card label, there are three options: Edit, Duplicate, and Delete. You have the ability to edit a card's options, including Card Attributes, Membership Type, and Custom User Fields, among others.

You can also edit a card's name through the main Membership Pass/Card screen.

Instructions

  1. Navigate to Configuration > Templates > Membership/Pass TemplatesConfiguration, templates, membership templates in left navigation menu

  2. Select the Edit tool next to the desired card name Edit icon on a card.

  3. Edit Card Attributes Card attributes fields.

    • Card Background Color: Select a background color from the palette

    • Background Image: Click Choose File to upload an image from your computer

    • Border Size: Use the sliding scale to determine a border size

    • Card Border Color: Select a border color either with an HTML code or with the palette

    • Border Style: Use the drop-down menu to select a border style

  4. Edit the Card Title Card title fields.

    • Card Title: Edit the name of the card

      • Show on Card: Select to show the card name on the card itself

    • Font Family: Choose the font

    • Font Size: Determine the size of the font

    • Font Color: Use an HTML code or the palette to select the color of the font

    • Align: Choose how to align the text (left, right, center)

    • Background Color: Use an HTML code or the palette to select the background color of the title area

  5. Edit Organization Name Organization Name fields.

    • Organization Logo - Show on Card: Select to show your organization logo on the card

    • Organization Name - Show on Card: Select to show your organization name on the card

    • Font Family: Select the font

    • Font Size: Determine the size of the font

    • Font Color: Use an HTML code or the palette to select the color of the font

    • Align: Choose how to align the text (left, center, right)

  6. Edit Member Attributes Member attributes fields.

    • Member Name - Show on Card: Choose to show the member's name on the card

    • Font Family: Select the font

    • Font Size: Determine the size of the font

    • Font Color: Use an HTML code or the palette to select the color of the font

    • Align: Choose how to align the text (left, center, right)

    • Member Photo: Choose to show the member's photo, if it is available

  7. Edit Member ExpirationMember expiration fields.

    • Member Expiration - Show If Applicable: Select this option to show the member expiration, if there is one

    • Font Family: Select the font

    • Font Size: Determine the size of the font

    • Font Color: Use an HTML code or the palette to select the color of the font

    • Align: Choose how to align the text (left, center, right)

  8. Edit Membership Type Membership type fields.

    • Membership Type - Show on Card: Select to show the membership type on the card

    • Font Family: Select the font

    • Font Size: Determine the size of the font

    • Font Color: Use an HTML code or the palette to select the color of the font

    • Align: Choose how to align the text (left, center, right)

    • Background Color: Use an HTML code or the palette to select the background color of the title area

  9. Edit BarcodeBarcode fields.

    • Barcode:

      • Show on Card: Choose to show the barcode on the card

      • Include HRI: Choose to show the HRI (Human Readable Information); this includes numbers, letters, etc

    • Bar Width and Height: Use the drop-downs to select the width and height

  10. Edit Custom User Fields Custom user fields

    Note:

    Select the pre-existing custom user fields.

  11. Click Save or Print Test CardPrint test card or save buttons.

    • Save: Saves the changes you made to the card

    • Print Test Card: Will print out the card

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