Accept a Punch Card

Punch Cards in Loyalty Essentials provide a digital representation of physical punch cards, allowing Members to complete a series of required actions in order to earn a prize. Each of these required actions serves as a “punch” on the digital Punch Card.

From the Member Profile screen, you can manually issue a Punch Card to a Member. This feature is valid only for Punch Cards that have a Start Type of On Acceptance.

To issue a Punch Card to a Member:

1. Select Members from the top navigation bar, then select CSR > People from the side navigation menu. The People screen is displayed.

2. On the People screen, search for and select the desired Member (see Search for a Member for more information). The Member Profile screen is displayed with the Summary tab selected by default.

3. Within the header section of the screen, click More > Punch Card > Accept Punch Card. The Accept a Punch Card for a Member pop-up window is displayed.

4. From the Punch Card Type drop-down menu, select the desired Punch Card.

5. Click Submit.