Issue and manage a guest's card, its status, balance and transaction history.
Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.
Before you begin
- Sign in to the appropriate workspace and check the establishment name at the top of the page.
- Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
- If an option is missing, check your plan and your role's permissions.
Setup steps
- Find the guest. The card must be linked to an existing guest profile.
- Create a card. Assign a unique number and set the status to active.
- Check the balance. Include a reason for any manual adjustment.
- Block a lost card. Do not delete the history of points earned and redeemed.
Check the result
The card can be found by its number, its balance matches the transaction log, and a blocked card cannot be applied to a new order.
Troubleshooting
- Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
- Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
- Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.