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Creating and Managing Membership Cards

Learn how to create membership cards with exclusive access and benefits. Complete guide to free and paid memberships, tier pricing, Stripe integration, auto-renewals, bulk issuance, and analytics tracking.

Michael Francis avatar
Written by Michael Francis
Updated this week

What are membership cards?

Membership cards provide customers with exclusive club access and privileges. Cards can be free or paid (with Stripe integration), and memberships can be set to renew automatically or require manual renewal.

Key features:

  • Show membership status (valid or invalid) when scanned

  • Set expiration dates that can be manually extended or auto-renewed

  • Create multiple membership tiers with different benefits and pricing

  • Track visit history for members

  • Optional payment collection through Stripe

Example use cases:

  • Salon: VIP members get exclusive access to premium stylists

  • Gym: Members receive access to facilities with monthly or annual subscriptions

  • Airport lounge: Premium tier members access VIP areas with enhanced comfort


Free vs. paid memberships

Free membership (Membership v1)

  • No payment collection

  • No tiered structure or limits

  • Simple membership status tracking

  • Manual renewal only

Paid membership (requires Stripe)

  • Multiple pricing tiers

  • Automatic recurring payments

  • Visit limits per tier

  • Trial period options

  • Detailed payment analytics


Creating a membership card

Step 1: Access the Cards module

  1. Log in and navigate to the left-hand menu

  2. Click the Cards icon to open the Cards module

  3. Click Create from Scratch to begin

Step 2: Select card type

  1. Choose Membership from the available card types

  2. Click Continue

Warning: Card type cannot be changed after activation. We also recommend against changing the card type after initial selection, as card mechanics may not work correctly. Create a new card instead.

Step 3: Configure settings

Barcode type – Select how the card will be scanned and recognized by your system.

Payment collection (Stripe integration) – Choose your membership model:

  • Enable payment collection: Requires Stripe connection. Allows tiered pricing and automatic renewals

  • Disable payment collection: Free membership with no tiers or limits (Membership v1)

Auto-renewal settings

  • Enable auto-renewal: Memberships automatically renew based on the subscription period

  • Disable auto-renewal: Lifetime membership until manually expired

Card expiration – Choose one of three options:

  • Unlimited: No expiration date (typically used with auto-renewal)

  • Fixed term: Card expires on a specific date (remains on customer's phone but becomes invalid)

  • Fixed term after issuing: Set number of days after activation before card expires

Warning: Regardless of the period a customer has paid for, the card will cease to be valid at the expiration date if set.

Membership level unit name – Define what members are purchasing (e.g., "car wash visit," "massage session," "gym access"). This appears on the card and in communications.

Trial period – Set a free trial period for new members (0-30 days). Set to 0 for no trial period.

Membership tiers

Create multiple levels with different benefits and pricing.

For each tier, configure:

  • Name and description: Label and explain the tier (e.g., "Silver," "Gold," "Platinum")

  • Pricing: Set costs for different subscription periods (daily, weekly, monthly, yearly)

  • Limits: Define visit allowances for each period

  • Benefits: List tier-specific privileges

Warning: Once activated, tier prices cannot be changed.

Note: Cards with limits receive push notifications when visit counts change and subscription periods update.

Tier distribution rules:

  • When payment collection is disabled, cards issued through the general link receive the minimum tier with the recommended period

  • When issuing cards in bulk, you can manually assign tiers and periods

  • You can change tiers in individual customer profiles

  • You can disable specific tiers if you don't want to sell certain subscription types (e.g., daily subscriptions)

Card issuing form

Define which fields appear when customers install the card. For membership cards, an email field is mandatory.

Optional features:

  • Add a photo field to display the member's photo on the card front

  • Add custom fields as needed

  • Toggle Required to make fields mandatory

  • Toggle Unique for fields that must contain unique values (recommended for phone numbers and email only)

  • Add or remove fields using Add Field and the cart icon

Warning: Avoid making fields like "Name" unique, as this would prevent customers with the same name from installing cards.

Geolocation push notifications – Add your business location(s) to send push notifications to customers within 100 meters. You can add multiple locations, including addresses other than your business location. Learn more about geolocation push settings.


Display settings

  • Language: Select the language for your membership card

  • Date format: Choose how dates display on the card (irrelevant if no expiration date)

  • Number formatting: Not applicable for membership cards (only relevant for cards with point balances)

Transaction settings – Enable "Purchase amount when charging" to require the purchase amount whenever processing a transaction via scanner. This amount is counted in ROI statistics and revenue figures. When disabled, the amount field is optional.

UTM tracking – Create channel links to track which distribution channels generate the most installations. Each UTM tag generates a unique URL and QR code for analytics. You can also create customer segments based on UTM tags.

Tip: We recommend implementing UTM tracking from the start of your loyalty program.

Phone mask – Select the default country prefix for the card issuing form. Customers can change this if they have a foreign phone number.

Privacy policy – Enable to display consent text on the card issuing form. Customers must accept before installing the card. You can customize this text as needed.

Consent to processing personal data (optional) – Enable this toggle to require explicit consent for processing customer personal information.

Installation options – Choose where customers can install the card. These settings are flexible and can be changed anytime:

  • Google Wallet button: Displays for Android users

  • PWA (Progressive Web App) button: Allows installation as a web app without an app store

  • Additional options: If connected (e.g., WhatsApp), these buttons display automatically


Distribution settings

  • Card limit: Set maximum number of cards that can be issued (0 = unlimited)

  • Daily check-in limit: Restrict cardholders from using the card multiple times per day (e.g., prevents writing off two car wash visits in one day)

Analytics (optional) – Add custom analytics scripts in this field.

Click Continue when finished.


Step 4: Design your card

Logo – Upload a logo to display on the card and issuing form (click Select File). Follow file size and weight recommendations.

Icon – Upload an icon for push messages (click Select File). Follow file size and weight recommendations.

Card center background – Upload an image for the center of the card (click Select File). Follow file size and weight recommendations.

Colors – Set colors for:

  • Card background

  • Text color

  • Background color of the central part

Note: If you've uploaded a background image, you can skip the background color setting as the image will be displayed instead.

Member photo and name display – Enable toggles to display the cardholder's photo and name on the card front.

Warning: The card issuing form must contain a photo upload field. The uploaded photo will appear on the card.

Field customization

  • Use the Field dropdown to select field types from your card issuing form

  • Enter text in Field Name to customize labels if desired

Issuing form display

  • Enable Show logo at card issuing form to display your logo

  • Enable Show background color on card issuing form to apply your brand colors

Click Continue when finished.

Step 5: Add card information

Tip: Preview your changes on the mobile screen displayed on the right side.

Card description – Enter a short description of the card.

Company name – Enter your business name (appears in push notification titles).


Active links

Add links that appear on the back of the card. There is no limit on the number of active links:

  • Choose link type: URL, Phone, Email, or Address

  • Enter the link and display text

  • Add multiple links using Add Link

  • Remove links using the cart icon

Note: Note for iPhone users: Links may not be clickable in quick view. Open the card through the Apple Wallet app to access them.

Feedback links – Add review links that appear only after customers rate their visit (after selecting stars).


Terms of use

Info: Terms are automatically generated based on card settings and include dynamic variables. You can customize this text, but variables cannot be changed. Either keep the variables or delete them if not needed.

Note: This information always displays on the back of the installed card.

Link to full terms and conditions – Add a link to your complete terms page (e.g., a beautifully designed promotion page on your website). This link displays on the back of the card and in the card installation form.

Issuer information – Add your company name, email, and contact number for the business offering this loyalty program. This information displays on the back of the card.

Click Finish or Activate when complete.


Step 6: Preview and activate

After clicking Finish, a preview pop-up appears with:

  • QR code for the card

  • List of settings that cannot be changed after activation

  • Activate Card button

Warning: Only activate when you're certain about the settings. While inactive, only 10 people can install the card. After activation, main settings cannot be changed.

Click Activate Card to make the card available to customers.


Bulk card issuance

You can issue membership cards to multiple customers at once:

  • Select customers from your list

  • Choose your membership card template

  • Select the tier and subscription period for this batch

  • The payment method is automatically assigned based on template settings

  • Write a message for card mailing and add the installation link from placeholders

  • Select sending channels: SMS and/or email

  • Send immediately or schedule for later

Warning: You must connect Mailgun and/or Twilio for messages to be delivered.


Membership card statistics

Access detailed analytics for your membership program in the template's Information section.

General statistics (requires Stripe payment collection)

Revenue metrics:

  • Monthly Recurring Revenue (MRR): (Number of customers) × (Average monthly revenue per customer)

  • Members Lifetime Value (LTV): Average Revenue Per Subscriber ÷ Subscriber Churn Rate

    • When churn rate is 0% (new accounts), assumes 1.67% churn rate

    • Churn rate formula: (Lost Customers ÷ Total Customers at Start) × 100

  • Average Revenue Per User (ARPU): Total MRR ÷ Number of active subscribers

Learn more about billing metrics.

Payment statistics: View graphs showing:

  • Revenue generated

  • Active members

  • Members lifetime value (LTV)

  • New members

  • Churned members

Select custom periods for detailed analysis. Below the graphs, view a detailed payment table for the membership card.


Frequently asked questions

What's the difference between free and paid membership cards?
Free memberships (Membership v1) have no tiers, limits, or payment collection. Paid memberships require Stripe integration and support multiple tiers, automatic renewals, and detailed analytics.

Can I change tier pricing after activation?
No, tier prices cannot be changed after card activation. You would need to create a new card template with updated pricing.

What happens when a membership expires?
The card remains on the customer's phone but shows as invalid when scanned. For auto-renewal subscriptions, the card automatically renews if payment is successful.

Can I manually extend a membership?
Yes, you can manually adjust membership expiration dates in individual customer profiles.

Is it possible to change the card design based on membership tier?
Not currently. All tiers share the same card design.

How do visit limits work?
When you set visit limits per tier, members receive push notifications when their visit count changes. You track visits through the scanner when members check in.

Can customers upgrade or downgrade tiers?
Yes, you can change tiers in customer profiles. For Stripe-connected cards, billing adjustments are handled automatically.

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