Overview

Customer Badges give a quick visual reference to a customer's current relationship to the gym—such as Day Pass, Member, Punch Pass, and more.

Badges are:

• Shown at check-in and recorded as part of that check in.

• Available for reporting and filtering, including when looking historically to see if a badge was present on a customer on a certain date/date range in the past.

When Do Badges Display?

• Day Pass: Badge displays for the entire day of purchase and then goes away.

• Program Plan: Badge displays only during the program’s start and end time.  For this reason, we only recommend you use badges on program plans that meet over the course of more than one day (like a 4 week prepaid course, or a recurring climbing team course).  Single session program plans do not need a badge.

  • For ongoing programs, like a recurring billed program plan, the badge displays following the same rules as a membership plan.

• Membership Plan: Badge displays while the membership is active, frozen, and terminated.

  • Frozen Member badges remain visible if no other higher-priority badge is active (see Badge Order Rules Below for details).

  • For Membership Plans only, a Terminated Member badge will persist if no other active plans exist.

Badge Order Rules

Sort order matters. The system will show the first active (or frozen) badge based on the badge list order.

Recommended Order:

1. Day Pass

2. Member

3. Punch Card

Reasoning for this recommended order:

• A customer with both a Member plan and a Punch Card will show the Member badge.

• A Frozen Member who purchases a Day Pass will display the Day Pass badge temporarily, then revert to the Frozen Member badge.

• A Frozen Member with a Punch Card will use a punch automatically, but the Frozen Member badge will display (due to order priority).

Creating a New Customer Badge

To create your Customer Badges:

1. Navigate to the Build menu.

2. Select Plans > Customer Badges.

3. Click the Create Customer Badge button (blue button in the top right).

4. Enter a Badge Name.

5. Choose a Background Color and Text Color to visually distinguish the badge.

6. Click Save.

Set Badge Priority

Once created, go back to the Customer Badges list and click Sort and drag the badge into the correct position based on priority.

Adding Badge To Plan

Now that you have your new badge created, you will want to attach it to a Plan (membership, day pass, or program.) To do so:

1. Navigate to the Build menu.

2. Select Plans > Choose desired plan.

3. Click the Big Edit button.

4. On the middle-right of the Big Edit menu, there is a dropdown for Customer Badge.

5. Choose your Badge from the list. (The below example shows the "Summer Membership" badge.)