Cardholders

Table of Contents

Edit Cardholders Profile Attributes Sessions Per Payment Activate/Deactivate a Cardholder Print Temporary Membership Cards Adding Cardholders Note

The client can access cardholders by clicking the “Cardholders” button on the lower right of the header. This will give the client the ability to complete the following tasks for each cardholder; which includes the buyer:

Edit Cardholders	Reprint Membership Cards	Activate Cardholders
Deactivate Cardholders	Print Temporary Membership Cards	Add Cardholders

Once the client has finished editing the cardholder, they can close the cardholder information by selecting the Remove Cardholder option from the navigation panel to the left

Edit Cardholders

When editing a cardholder, clients will have access to three different blocks of information: the Profile, the Attributes, and Sessions Per Payment. To begin editing a cardholder:

Click the Cardholders tab
Click on the cardholder you want to edit
Click Edit

Profile

The cardholder profile will hold the basic information for the cardholder, such as their name, birthday, and email address. This information can be edited by simply selecting the Profile window to expand it

Field	Description
First Name	The cardholder’s first name
Last Name	The cardholder’s last name
Email	The email address for the cardholder. This is not required
Birth Date	The cardholder’s birth date. This is not required
Gender	Select cardholder’s gender.
Status	This will reflect whether or not the cardholder has access to the club. Activate (green) – The cardholder has access to the club for the same type of membership has the buyer. Inactive (red) – The cardholder no longer has access to the club. If the cardholder’s membership card is used to access the club, ASF’s Online Check-In application will direct the cardholder to see an attendant. An active cardholder will be “bold” when clicking on “Cardholders.” An inactive cardholder will be greyed out.
Insurance Account #	If the client is participating in a “Silver Sneakers” type insurance program, the cardholder’s insurance account number will need to be typed in this field.
Alt Account	This field is used to enter the cardholder’s membership card number. If the client is using physical membership cards, this MUST match the number on the members card. This field can be left blank if the client is not using physical membership cards

Attributes

This screen is also where clients will find options to edit any Member Attributes that are associated with the cardholder. These will appear to the right of the cardholder’s profile

Clicking Edit will allow the client to change the values of any of the member attributes. Clients should be sure to click Save when done editing attributes

Sessions Per Payment

The Sessions Per Payment screen only appears if the account was set up with included PT/Class sessions during sign up. This screen is used to display and edit the sessions each cardholder is receiving each time the account’s dues are paid.

Clients can select the window to expand it in order to edit the sessions per payment for the currently selected cardholder. This should be done to add new sessions per payment, remove sessions per payment, edit the quantity of sessions received, or the days to expire. To do this:

Select the Sessions Per Payment window to expand it
On the left, you will find the Current Session Buckets. On the right, you will see the Available Session Buckets that can be added to the account
Selecting any session from the left and clicking Remove will remove the session item from the account. This is also where the Quantity, Days to Expire, Start Date, and End Date can be edited. After making any adjustments, click the Check Mark to save

To add a new session bucket to the cardholder, select the item from the list to the right. Set the Quantity, Days to Expire, Start Date, and End Date. These will be set with default values based on the item set up in Inventory Management, but can be changed.
Click Add to add the item

Activate/Deactivate a Cardholder

There will be times when the client needs to deactivate or activate a cardholder that is on an account. To do so, follow the steps below:

Click Cardholders
Click on the cardholders name that needs to be deactivated or activated
Click Activate or Deactivate
- If deactivating a cardholder, their name will now appear greyed out, and Deactivated will appear in the upper-right of the cardholder screen.

Print Temporary Membership Cards

If a member has misplaced their membership card, and the client is on ASF’s membership card program, the client can print a specific or all cardholders a temporary membership card by completing the following steps:

Click Cardholders
Click Print
Select/Unselect the correct cardholder(s), click Print

The selected cardholder's barcodes will show on a print page. Follow the instructions to print the temporary cards.

Adding Cardholders

If a client needs to add a cardholder to a member’s account, they can follow the below steps:

Click Cardholders
Click Add
Fill in the following information:

Field	Description
First Name	Type in the cardholder’s first name.
Last Name	Type in the cardholder’s last name.
Gender	Select cardholder’s gender.
Email	Enter the cardholder’s email address. If they do not have one, enter the email address of the buyer.
Alt Account	If the client uses ASF’s membership cards or does not use membership cards: Enter a “0”. If they are not using ASF’s membership cards: Enter the number off the card they are using.
Birth Date	Click “Select Date” and navigate the calendar to enter their date (if needed).

Note

If the client needs to associate an insurance account number for a cardholder, add the cardholder, then Edit that cardholder. This is where the client can add the insurance account number.