To request a card for a member, you will need to process a purchase of a valid Membership ID card product against the members profile and then activate the card purchase in the Membership ID card report.
You can do this as a standalone purchase or as a bolt-on to a membership.
Standalone ID card purchase
To process a standalone purchase of a membership card, either as a replacement card or because the member has subsequently decided to purchase one, follow these steps:
Locate the members profile and click on the 'New Purchase' button. This will take you to the till.
Now select a valid membership ID card product from your product options. This product must be configured to act as a trigger for issuing an ID card (see this article for setting up products to act as ID card triggers).
If you wish to charge the member for the card, you can process a payment for them via the till.
If you do not wish to charge for the card, you still need to process a product purchase but you can override the value of the product to £0. This will stop the member being charged but also trigger the card to be issued.
Once the product purchase has been processed, you will need to activate the card.
First navigate to Reporting > Member reports and then select the Membership ID card report.
Then locate the relevant member in the report and click on the Activate button.
You will be prompted to select which membership plan the card should be printed for.
Once activated, the card will enter the processing queue.
Membership ID card bolt-on purchase
If you are processing a membership manually within Clubmate and want a card to be issued for the member, you will need to add a Membership ID card product as a bolt-on to the membership.
Locate the members profile and follow the normal process for adding a membership manually (see this article if you need guidance on this).
When you get to the Memberships Add ons section, select a valid membership ID card product from the list of options. This product must be configured to act as a trigger for issuing an ID card (see this article for setting up products to act as ID card triggers).
Then complete the membership purchase via the till.
Once the purchase has been processed, you will need to activate the card.
First navigate to Reporting > Member reports and then select the Membership ID card report.
Then locate the relevant member in the report and click on the Activate button.
You will be prompted to select which membership plan the card should be printed for.
Once activated, the card will enter the processing queue.