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 Templates
   
   
2. Select the Edit tool next to the desired card name
   
3. Edit Card Attributes
   
   
   • 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: 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 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 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 Expiration
   
   
   • 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 - 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 Barcode
   
   
   • 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
    
    
    • Note: Select the pre-existing custom user fields.
11. Click Save or Print Test Card
    
    
    • Save: Saves the changes you made to the card
    • Print Test Card: Will print out the card

Resources

• Configure Membership Settings
• Create a New Membership/Pass Card Template