Understanding Clubs
Organize staff and cards by location or business unit
Clubs are organizational units that connect staff members to loyalty cards and stamp cards. Every card belongs to a club, and staff can only interact with cards in their assigned club.
What Are Clubs?
Clubs represent distinct business locations or units. They create boundaries that determine which staff members can award points, add stamps, and process redemptions for which cards.
Think of clubs as:
- Physical store locations
- Restaurant branches
- Service centers
- Individual franchises
Why Clubs Exist
Clubs solve multi-location business challenges.
Without clubs: Any staff member could award points on any card—even for locations they don't work at. This creates potential for fraud and confusion.
With clubs: Each location has its own club. Staff at Location A can only interact with Location A's cards. Clean separation prevents cross-contamination.
Example
A coffee chain has three locations:
| Club | Staff | Cards |
|---|---|---|
| Downtown Store | Alice, Bob | Downtown Loyalty Card |
| Mall Location | Carol, Dave | Mall Loyalty Card |
| Airport Kiosk | Eve | Airport Loyalty Card |
Alice at Downtown can only award points for the Downtown Loyalty Card. She cannot interact with the Mall or Airport cards.
Creating Clubs
- Go to Clubs in the partner sidebar
- Click Create Club
- Enter a name (e.g., "Downtown Store" or "Main Location")
- Add an optional description
- Click Save
Single Location Setup
Even with one location, you still need one club. Think of it as your "default" club. All your staff and cards will belong to it.
Why? The system requires cards to belong to a club for proper staff assignment and access control.
Assigning Staff to Clubs
When creating or editing a staff member:
- Go to Staff in the partner sidebar
- Create or edit a staff member
- Select which club they belong to
- Save
Staff members can only see and interact with cards in their assigned club.
Assigning Cards to Clubs
When creating a loyalty card or stamp card:
- Select which club it belongs to
- Only staff in that club can award points/stamps
- Customers see no difference—they just collect
Multiple Clubs, Same Reward
Customers can redeem rewards at any location if you set it up that way. Clubs control staff access, not customer redemption.
Example: Customer collects stamps at Downtown Store but redeems at Mall Location. Both locations' staff can process the redemption if the cards are configured to allow it.
Best Practices
Name clubs clearly. Use location names or identifiers your staff will recognize.
One club per physical location. This is the most common setup. Each store, branch, or venue gets its own club.
Keep it simple. Only create clubs when you need staff separation. One location with one team? One club is enough.
Be consistent. Use the same naming convention across all clubs (e.g., "City - Street Name" format).
Related Topics
- Understanding Networks — How networks group clubs
- Managing Staff — Creating staff accounts
- Creating Loyalty Cards — Assigning cards to clubs