Templates


 

Membership Pass/Card Options - Edit Card

 

Overview

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 Card.

You have the ability to Edit a card's options, including Card Attributes, Membership Type, Custom User Fields, among others.

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

Instructions

  1. Navigate to Configuration > Templates > Membership/Pass Templates
    configuration_templates_membership-pass_templates.jpg
  2. Select the Edit tool next to the desired card name
    select_edit_next_to_the_desired_card.jpg
  3. Edit Card Attributes
    edit_card_attributes.jpg
    • 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
    edit_the_card_title.jpg
    • 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
    edit_organization_name.jpg
    • 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
    edit_member_attributes.jpg
    • 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
    edit_member_expiration.jpg
    • 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
    edit_membership_type.jpg
    • 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
    edit_barcode.jpg
    • 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
    edit_custom_user_fields.jpg
    • Note: Select the pre-existing custom user fields.
  11. Click Save or Print Test Card
    select_save_or_print_test_card.jpg
    • Save: Saves the changes you made to the card
    • Print Test Card: Will print out the card



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