Activating a Package and Registering a Card
This guide explains how to activate a package and register a card using the Program Console.
Activating a Package
All cards start in an unissued state. Once you activate a package on a card, its state changes to issued.
Go to the Cards tab.
Retrieve an unissued card from inventory and enter its number in the Search field. The card appears in the list below.
Image Placeholder: Unissued Card in Inventory
Original link:Click ACTION on that card, then under Package Transactions, select Issue Package.
Image Placeholder: Issue Package Option
Original link:In the pop-up:
Location: Choose the dealership location from which to activate the package.
Package: Select the desired package from the dropdown.
Description: (Optional) Add a note for this transaction.
Email an Action Export: Check to email a copy of this action to the logged-in administrator’s email.
Click APPLY PACKAGE to finalize activation.
Image Placeholder: Apply Package Screen
Original link:
Register Card
Once a card is issued, you can register customer details.
On the Cards tab, enter the issued card’s number in Search. The card appears below.
Click ACTION, then choose Edit Profile.
Image Placeholder: Edit Profile Option
Original link:In the registration form, enter the customer’s information:
Salutation (Mr., Ms., etc.)
Email address
First Name
Last Name
Birthdate (YYYY-MM-DD)
Phone number
Address, City, Province, Country, Postal Code
Click Save to complete registration.
Image Placeholder: Registration Form
Original link:
Last updated: 2024-11-13