{"id":1346,"date":"2024-11-23T04:58:16","date_gmt":"2024-11-23T04:58:16","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4905960584861-issuing-loyalty-cards-to-clients\/"},"modified":"2026-03-27T13:05:28","modified_gmt":"2026-03-27T13:05:28","password":"","slug":"4905960584861-issuing-loyalty-cards-to-clients","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4905960584861-issuing-loyalty-cards-to-clients\/","title":{"rendered":"Issuing loyalty cards to clients"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Issuing loyalty cards to certain clients<\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">You can issue and delete loyalty cards in two ways:<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">through <strong>Loyalty<\/strong> section in the <strong>Appointment<\/strong>;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">through client\u2019s card A<strong>dministration<\/strong> mode in <strong>Clients > All Clients.<\/strong><\/span><\/li>\n<\/ul>\n\n\n\n<p><span style=\"font-weight: 400;\">Both in the appointment and in the client&#8217;s card you will need to go to the <strong>Loyalty<\/strong> tab, indicate <strong>Card number<\/strong> or leave it empty for number generation, select <strong>card Type<\/strong> and click the <strong>Issue a card<\/strong> button.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">After this the card will appear in the <strong>Loyalty<\/strong> tab and to delete it you will need to click the Delete button in the top right corner of the card.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">You can issue more than one card to your client, all of them will appear in their card.<\/span><\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69e9eb23d4a9f&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69e9eb23d4a9f\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"590\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.24.00-1024x590.png\" alt=\"\" class=\"wp-image-262282\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.24.00-1024x590.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.24.00-300x173.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.24.00-768x442.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.24.00-1536x884.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.24.00-2048x1179.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.24.00-360x207.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.24.00-1568x903.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\"><\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Issuing loyalty cards to a group of clients<\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">You can issue loyalty cards to a group of clients in the chain interface using Upload from Excel option in <strong>Loyalty &gt; Loyalty cards<\/strong>.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">There are two types of spaces in <strong>Altegio<\/strong>: locations and chains. <strong>Locations <\/strong>\u2014 with yellow highlight on the left,<strong> chains<\/strong> \u2014 with purple highlight on the left. Locations and chains have different sections.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">To open the chain you need to do the following:<\/span><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">Click the name of the location in the top left corner.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">In the drop-down list select the desired chain.<\/span><\/li>\n<\/ol>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69e9eb23f32ff&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69e9eb23f32ff\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"942\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.00.46-1024x942.png\" alt=\"\" class=\"wp-image-262186\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.00.46-1024x942.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.00.46-300x276.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.00.46-768x706.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.00.46-360x331.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.00.46.png 1072w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\"><\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Preparing the file<\/strong><\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">To issue loyalty cards of a specific type to more than one client simultaneously you will need to prepare an Excel sheet with phone numbers of clients, card numbers, current card balance and deposits.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Phone numbers are mandatory and must start with <strong>1<\/strong> (country code number without +). For successful upload a phone number must have the following format \u2014 <strong>1XXXXXXXXXX<\/strong>.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">If you don\u2019t want to issue cards with a specific bonus account use 0 as current card balance. If you don\u2019t indicate card numbers for upload <strong>Altegio<\/strong> will generate them automatically.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Issuing cards<\/strong><\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">In the chain interface go to <strong>Loyalty &gt; Loyalty cards<\/strong> section and click the <strong>Upload from Excel<\/strong> button.<\/span><\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69e9eb23f3664&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69e9eb23f3664\" class=\"wp-block-image wp-lightbox-container\"><img decoding=\"async\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/13282177396509-1000x308.png\" alt=\"\"\/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\">Select card type that should be issued to clients. Copy data from Excel sheet into the input window and click the <strong>Upload<\/strong> button. In the new window match data with headers of the columns: <strong>Phone<\/strong>, <strong>Card number<\/strong>, <strong>Deposit<\/strong>, <strong>Actual balance<\/strong>. <\/span><span style=\"font-weight: 400;\">Click the <strong>Save<\/strong> button.<\/span><\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69e9eb23f379f&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69e9eb23f379f\" class=\"wp-block-image wp-lightbox-container\"><img decoding=\"async\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/6418987369117-1000x319.png\" alt=\"Screenshot_375.png\"\/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\">If previously your clients already had cards of the same type as the ones you\u2019re uploading and the balance during upload was other than 0 then the client&#8217;s card balance will simply change. Because of that, <strong>uploading loyalty cards from Excel <\/strong>not only allows you to issue cards but also change cards balance en masse manually: you can both increase and decrease it (you can decrease it by placing the minus sign next to the number in <\/span><em><span style=\"font-weight: 400;\">Excel<\/span><\/em><span style=\"font-weight: 400;\">).<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">If you upload cards with phone numbers of clients who weren\u2019t entered into your <strong>All Clients <\/strong>list yet then their assigned loyalty cards will be saved. However, these clients will appear in the <strong>All Clients<\/strong> only if you enter them into it or make an appointment for them. <\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Issuing loyalty cards to certain clients You can issue and delete loyalty cards in two ways: Both in the appointment and in the client&#8217;s card you will need to go to the Loyalty tab, indicate Card number or leave it empty for number generation, select card Type and click the Issue a card button. After&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4905960584861-issuing-loyalty-cards-to-clients\/\">Continue reading <span class=\"screen-reader-text\">Issuing loyalty cards to clients<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[76],"doc_tag":[1714,1462,1267,1507,2101,1252,1549],"class_list":["post-1346","docs","type-docs","status-publish","hentry","doc_category-loyalty-cards","doc_tag-all-clients-en","doc_tag-appointment-en","doc_tag-chain-en","doc_tag-client-en","doc_tag-excel-actions-en","doc_tag-location-en","doc_tag-loyalty-card-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":495,"total_views":"224","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/en\/author\/altegio\/"},"doc_category_info":[{"term_name":"Loyalty cards","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/loyalty-cards\/"}],"doc_tag_info":[{"term_name":"All Clients","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/all-clients-en\/"},{"term_name":"Appointment","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/appointment-en\/"},{"term_name":"Chain","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/chain-en\/"},{"term_name":"Client","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/client-en\/"},{"term_name":"Excel Actions","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/excel-actions-en\/"},{"term_name":"Location","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/location-en\/"},{"term_name":"Loyalty Card","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/loyalty-card-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1346","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=1346"}],"version-history":[{"count":6,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1346\/revisions"}],"predecessor-version":[{"id":314281,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1346\/revisions\/314281"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=1346"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=1346"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=1346"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}