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Scanner app — How to process Membership cards

Learn how to check membership status and redeem visits on Membership cards using the Scanner app.

Written by Dan. A
Updated this week

Overview

When a member visits your business, you use the Scanner app to verify their membership status and redeem visits from their card. The scanner shows whether the membership is valid or invalid, along with available visits and other card details.


Finding the customer

Option 1: Scan the card

  1. Open the Scanner app and tap Scan.

  2. Grant camera access if prompted.

  3. Point your camera at the customer's QR code or barcode.

Option 2: Search for the customer

  1. Tap Search Customers on the home screen.

  2. Search by name, phone number, email, or card serial number.

  3. Select the correct customer and card from the results.

After scanning or finding the customer, their Membership card is displayed with the current card status (Valid or Invalid) along with available visits, used visits, and other card details.


Checking membership status

When you scan a membership card, the scanner immediately shows the card status:

  • Valid — The membership is active and the customer can use their benefits

  • Invalid — The membership has expired or been deactivated. The customer will need to renew


Redeeming visits

If the membership card includes visit limits, you can deduct visits each time the customer checks in.

  1. Use the +/− buttons to set the number of visits to redeem.

  2. Tap Redeem Visits.

  3. A confirmation popup appears. Double-check the number of visits and optionally enter the cost of the visit (this field can be left at 0 unless required by your card settings).

  4. Optionally add an internal comment (the customer will not see this).

  5. Tap Proceed to confirm.

  6. Tap Done.


Viewing customer information

Below the transaction buttons, the scanner displays the customer's current card information, including:

  • Customer details (name, phone, email, photo — as provided during card installation)

  • Card status (valid or invalid)

  • Available visits

  • Used visits

  • Membership tier

  • Last credit date

  • Card serial number

  • Card installation date

The exact fields displayed may vary depending on your card configuration.


FAQs

How do I know if a customer's membership is still active?

Scan their card — the scanner immediately shows the status as Valid or Invalid. If invalid, the membership has expired and needs to be renewed.

Do I need to enter a visit cost every time?

No. The visit cost field is optional unless your card settings require it. You can leave it at 0 and tap Proceed.

Can I leave a note on a visit?

Yes. When redeeming a visit, you can add an internal comment (e.g., "Morning yoga class"). This is only visible to you and your staff.

What if the membership has no visit limits?

If your membership tier is set to unlimited visits (limit set to 0), the scanner still logs each visit for tracking purposes, but no limit is enforced.

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