FL11: Membership Cards & Check-Ins

Previous Step: Program Check-Ins

Membership Cards are important for identifying Users, adding family members to a family membership, and confirming that memberships are still active.

Video Instruction

Watch the video to learn about Membership Cards & Check-Ins. Once finished, review how to apply what you learned in the system before continuing to the next lesson, View/Print Memberships.

When to Use

Membership cards can be used to identify your members as well as check them in. Membership cards can be:

• Printed out and laminated

• Created in a digital format utilizing the Microsoft Snipping Tool to capture a regional screenshot that can be emailed to your customer

• Printed on specialized cards

• Membership ID numbers can also be updated to match premade barcode cards/keychains

How to Apply

While learning about membership cards and check-ins, you may experience areas where you have questions. If you have any questions or run into issues, please keep track of each so your CivicPlus representative may address them.

Please complete the following:

Practice Printing/Associating Membership Cards with Account Members

Review Membership Account Tools on Internal and External Account Dashboards

Practice member check-in

Build, save and schedule member reports as applicable

Additional Resources

Here are helpful articles about Membership Cards for your reference:

• Create Cards for Family Memberships

• View Memberships from User Profile

• Associate a Preprinted Card with a Membership

• Edit an Existing Membership Number

• Extend a Membership

• Pause a Membership

• Terminate a Membership

Related Lessons

If you are interested in learning more, try completing these modules:

• Configuring Templates

• Program Check-Ins

Next Step: View/Print Memberships