How to Create a Membership Card
How to Create a Membership Card
Create a versatile membership card to provide exclusive benefits or manage memberships for gyms, yoga studios, and other services. Follow these steps to create, configure, and activate your card
Getting Started
Log In: Sign in to your Perkstar account to access your dashboard.
Open the Cards Module: From the left-hand menu, click the Cards icon.
Start Creating:
Use a preloaded template for a quick setup.
Or, click Create from Scratch to build a card tailored to your business.
Step 1: Select Your Card Type
Choose Membership Card from the list of card types.
Click Continue to move to the settings stage.
Step 2: Configure Card Settings
Set Language: Choose your preferred language for the card.
Define Expiration:
Set a fixed expiration term or define the number of days for validity after issuance.
Specify Locations: Add the business locations where the membership card can be used.
Customize the Card Issuing Form:
Add fields such as customer name, membership ID, or email.
Mark fields as mandatory or unique if necessary.
Add Tracking: Use UTM tags to monitor traffic from specific marketing channels.
Enable Privacy Options:
Include a privacy policy or consent fields for processing personal data.
Once settings are complete, click Continue to proceed to design.
Step 3: Design Your Card
Branding:
Upload your logo and add an image or color for the card’s central background.
Add Icons:
Choose from preloaded icons or upload custom designs for added personalization.
Choose Colors:
Customize the card background, text, and central background colors to align with your brand.
Once the design is complete, click Continue.
Step 4: Input Card Information
Add Membership Details:
Name the membership tier and provide a description of its benefits or purpose (e.g., gym access, yoga classes).
Referral Program (Optional):
Enable referrals and set bonuses for new users and referrers.
Add Active Links:
Include website URLs, phone numbers, or email addresses.
Terms of Use:
Add or link to terms and conditions.
When finished, click Finish to save.
Step 5: Save & Preview
Preview the Card:
Scan the QR code to see how the card looks to customers.
Activate the Card:
Click Activate Card to make it live and ready to use.
Your membership card is now ready to enhance customer loyalty, manage memberships, or support service-based businesses like gyms and studios. For further assistance, visit our help center or contact support.
Create a versatile membership card to provide exclusive benefits or manage memberships for gyms, yoga studios, and other services. Follow these steps to create, configure, and activate your card
Getting Started
Log In: Sign in to your Perkstar account to access your dashboard.
Open the Cards Module: From the left-hand menu, click the Cards icon.
Start Creating:
Use a preloaded template for a quick setup.
Or, click Create from Scratch to build a card tailored to your business.
Step 1: Select Your Card Type
Choose Membership Card from the list of card types.
Click Continue to move to the settings stage.
Step 2: Configure Card Settings
Set Language: Choose your preferred language for the card.
Define Expiration:
Set a fixed expiration term or define the number of days for validity after issuance.
Specify Locations: Add the business locations where the membership card can be used.
Customize the Card Issuing Form:
Add fields such as customer name, membership ID, or email.
Mark fields as mandatory or unique if necessary.
Add Tracking: Use UTM tags to monitor traffic from specific marketing channels.
Enable Privacy Options:
Include a privacy policy or consent fields for processing personal data.
Once settings are complete, click Continue to proceed to design.
Step 3: Design Your Card
Branding:
Upload your logo and add an image or color for the card’s central background.
Add Icons:
Choose from preloaded icons or upload custom designs for added personalization.
Choose Colors:
Customize the card background, text, and central background colors to align with your brand.
Once the design is complete, click Continue.
Step 4: Input Card Information
Add Membership Details:
Name the membership tier and provide a description of its benefits or purpose (e.g., gym access, yoga classes).
Referral Program (Optional):
Enable referrals and set bonuses for new users and referrers.
Add Active Links:
Include website URLs, phone numbers, or email addresses.
Terms of Use:
Add or link to terms and conditions.
When finished, click Finish to save.
Step 5: Save & Preview
Preview the Card:
Scan the QR code to see how the card looks to customers.
Activate the Card:
Click Activate Card to make it live and ready to use.
Your membership card is now ready to enhance customer loyalty, manage memberships, or support service-based businesses like gyms and studios. For further assistance, visit our help center or contact support.