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Create a New Punch Card Type

This is where you create a new punch card type — a membership that gives members a set number of visits (called "clips") instead of unlimited access. Think of it like buying a booklet of tickets at a fair: each time a member checks in or books a c...

Written by Ronny Christensen
Updated over 3 weeks ago

What This Screen Does

This is where you create a new punch card type — a membership that gives members a set number of visits (called “clips”) instead of unlimited access. Think of it like buying a booklet of tickets at a fair: each time a member checks in or books a class, one clip gets used up. You define how many clips are included, how long the card is valid, what it costs, and what the member is allowed to do with it.


How to Get There

  1. Open the dashboard.

  2. In the left-hand menu, click Punch Card Types.

  3. Click the + New Punch Card Type button in the top-right corner.

  4. You are now on the Create Punch Card Type screen.


Step-by-Step Guide

1. Basic Information

This section covers the core details that identify and describe the punch card type.

Name and Descriptions

Field

Required

What to Enter

Name

Yes

The display name of this punch card type, shown to members (e.g. “10-Visit Pass”).

Short Description

No

A brief summary that appears alongside the name in lists and cards. You have up to four lines of text.

Description

Yes

A full, detailed description of this punch card, including benefits and features. This field has a rich-text editor so you can use bold, lists, and other formatting.

Cover Image

  • Below the short description you will see the Cover Image uploader.

  • Click to upload an image from your computer.

  • The image will be cropped to a 4:3 aspect ratio.

  • This image is required — the form will not submit without one.

  • Keep the file size within the system’s maximum limit.

Contract

Field

Required

What to Enter

Contract

Yes

Select the legal contract template that members must agree to when purchasing this punch card. Pick one from the dropdown.


2. Properties

This section controls how the punch card behaves in your system.

Codes and Clips

Field

Required

What to Enter

Product Code

No

An internal product code for your records and reporting.

Product SKU

No

A Stock Keeping Unit identifier for inventory management.

Number of Clips

Yes

How many visits or entries this punch card includes. Must be at least 1.

Validity in Months

Yes

How many months from the purchase date until this punch card expires. Must be greater than 0.

Account Number for Bookkeeping

No

Account number used when exporting financial data to your accounting system.

Toggles

Toggle

Default

What It Does

Publicly Available

On

When enabled, this punch card is visible in your online store and member portal. Turn it off to hide it from public view.

Has Access to Door System

On

Allows members with this punch card to unlock doors using the access control system.

Has Automatic Renewal

Off

When enabled, the punch card automatically renews when it expires or runs out of clips.

Limit Training Hours

Off

Restrict when members can access the facility by setting specific training hours. Only available on Premium or Platinum subscription plans.

Allows Training in All Gyms

Off

When enabled, members can train at any gym location in your chain, not just the one they signed up at.

Counts Towards Global Limit

On

Include this punch card when calculating total active memberships against your global limit. This toggle only appears if a global maximum is configured in your chain settings.

Limit Lock Access (optional)

  • This section only appears if your system has locks configured.

  • Toggle Limit Lock Access on to restrict which doors or locks members can open with this punch card.

  • When enabled, a Lock ID dropdown appears. Select one or more locks from the list.

  • You must select at least one lock if this toggle is on.


3. Training

This section controls class booking permissions and limits.

Field

Required

What to Enter

Maximum Number of Active Bookings

No

How many upcoming classes a member can be registered for at the same time. Leave empty for no limit.

Days in Advance for Bookings

No

How many days ahead members can book classes (e.g. 7 means up to one week ahead). Leave empty for no restriction.

Maximum Number of Bookings

No

Total number of classes a member can book within the selected training limit period.

Training Limit Period

No

The time window over which the maximum bookings limit is calculated (e.g. Monthly, Weekly). This field only appears when you enter a value in Maximum Number of Bookings.

Allowed Classes

No

Select which class types members can book. Leave empty to allow access to all classes.


4. Training Hours (conditional)

This section only appears if you turned on Limit Training Hours in the Properties section.

  • By default, the system pre-fills standard opening hours for each day of the week.

  • Each row has three fields:

Field

What to Enter

Day of Week

Choose the day (Monday through Sunday).

Open

Set the start time (24-hour format).

Closed

Set the end time (24-hour format).

  • To remove a row, click the red button next to it.

  • To add a new row, click the Add opening hour button at the bottom of the card.

  • If no training hours are set, the system uses the gym’s opening hours instead.


5. Communication

Field

Required

What to Enter

Welcome Email

Yes

Select the email template sent to new members when they purchase this punch card. Only templates of type “Welcome Email” appear in this dropdown.


6. Pricing

Price and Tax

Field

Required

What to Enter

Regular Price

Yes

The price members pay for this punch card. Enter a number (e.g. 99.00). Must be greater than 0. The currency symbol is set automatically from your chain settings.

VAT Rate

Yes

Select the tax rate that applies to this punch card from the dropdown.

Setup Fee

Toggle / Field

Required

What to Enter

Setup Fee (toggle)

No

Turn this on to charge a one-time fee when a member first purchases this punch card. Enabled by default.

Setup Fee Amount

Yes (if toggle is on)

The one-time amount charged at purchase. The VAT for the setup fee uses the global default from your chain settings.

Gym Availability

Field

Required

What to Enter

Available in Gyms

Yes

Select which gym locations can sell this punch card type. At least one gym must be selected. Your currently active gym is pre-selected.


7. Save

  • Click the Create button at the bottom-right of the form.

  • The system will:

    1. Validate all your inputs.

    2. Create the punch card type record.

    3. Upload the cover image.

    4. Redirect you to the previous page.

  • You will see a green “Create success!” notification at the bottom of the screen.


What Happens Behind the Scenes

You click "Create"
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        v
Form validates all fields (Yup schema)
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        v
API call: VoucherTypesService.create({ body: formData })
        |
        v
Punch card type record is created, server returns the new ID
        |
        v
API call: VoucherTypesService.addCoverImage({ id, files: [coverImage] })
        |
        v
Cover image is uploaded and attached to the punch card type
        |
        v
Success notification appears ("Create success!")
        |
        v
You are redirected back to the previous page


Troubleshooting

“I filled everything in but the Create button does not work”

  • Double-check that all required fields are filled in. The form will not submit if anything is missing.

  • Look for small red error messages below the fields — they tell you exactly what is wrong.

  • Make sure you have uploaded a cover image. This is required even though it is easy to overlook.

  • Ensure the Regular Price is greater than 0 and the Number of Clips is at least 1.

“It says ‘Welcome email is required’ but I do not see any options in the dropdown”

  • The dropdown only shows email templates of the Welcome Email type.

  • If the list is empty, you need to create a Welcome Email template first under the Email Templates section.

  • If you have created one and it still does not appear, try refreshing the page.

“It says ‘Contract is required’ but the dropdown is empty”

  • You need to create at least one contract template before you can create a punch card type.

  • Go to the Contracts section in the left-hand menu and create a contract first, then come back to this screen.

“It says ‘Please select at least one gym’”

  • You must select at least one gym in the Available in Gyms field under Pricing.

  • Your currently active gym is usually pre-selected. If it is not, open the dropdown and check at least one location.

“I do not see the ‘Limit Training Hours’ toggle”

  • This feature is only available on Premium and Platinum subscription plans.

  • If your chain is on a lower plan, the toggle will not appear.

  • Contact your account manager to upgrade if you need this feature.

“My cover image did not upload”

  • The image must not exceed the maximum file size allowed by the system.

  • Supported formats are typically JPEG, PNG, and GIF.

  • If the punch card type was created but the image failed, find the punch card type in the list, open it for editing, and upload the image again.

“I got an error after clicking Create”

  • A red error message will appear. Read it carefully — it usually tells you what went wrong.

  • Common causes: server timeout, network issue, or a validation error that was not caught on the front end.

  • Try again. If the error keeps happening, contact support with the exact error message.

“I cannot find the punch card type I just created”

  • After creating, the system redirects you back to the previous page. Navigate to the Punch Card Types list to see it.

  • If it is not visible, make sure you are looking at the correct gym location — the punch card type is only available in the gyms you selected.

“The setup fee field disappeared”

  • The setup fee amount field only appears when the Setup Fee toggle is turned on.

  • If you do not see it, check that the toggle is enabled.

“I want to limit which doors members can open but I do not see the lock options”

  • The Limit Lock Access toggle only appears if your system has locks configured.

  • If no locks have been set up, this section will not be shown.

  • Contact your administrator to configure locks in the system first.

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