Punch Card Details

To view or edit the properties of the selected Punch Card:

1. In the top section of the Punch Card Details screen, click the Edit icon. The "Edit Punch Card Type" pop-up window is displayed.

2. Make any necessary changes to the Punch Card properties.

3. Click save.

To delete the selected Punch Card:

1. In the Header section of the Punch Card Details screen, click the Edit icon. The "Edit Punch Card Type" pop-up window is displayed.

2. Click delete. A confirmation dialog box is displayed.

3. Click confirm.  

The Loyalty platform allows you to copy a Punch Card to use as the basis for a new Punch Card. To copy a Punch Card:

1. In the Header section of the Punch Card Details screen, click the Copy button.

2. The system creates a new Punch Card and displays the Punch Card Details screen. The default name of the new Punch Card is the name of the original Punch Card, followed by a counter, such as "(1)."

To set the status and overall effectivity period for a Punch Card:

1. In the top-right section of the Punch Card Details screen, click the Edit icon. The "Edit Punch Card Type" pop-up window is displayed
   

2. From the "Status" drop-down menu, select the desired status value -- Draft, Published, or Archive. 

3. Make any necessary changes to the Punch Card's effectivity. The effectivity designates the time frame during which Members can view and respond to the Punch Card. Valid values are:

• Always: This Punch Card doesn't expire.

• Scheduled: Enter a start date and end date, and select the time zone. Optionally, check "Recurring" to use a recurring schedule. Select the desired schedule from the "Recurring Schedule" drop-down menu, or define a new recurring schedule (see below for details on that process).

4. Click save.

Define a New Recurring ScheduleDefine a New Recurring Schedule