Membership & loyalty cards

Every client in VertaFlow has one digital card: a QR code that identifies them at your front desk. It’s the same card for everything — loyalty, package sessions, and member check-in. One card, every use.

A client’s membership card on their detail page.

Where to find a client’s card

1. Open the client from Clients in the sidebar.
2. On the client’s detail page, scroll to the Membership card section.
3. You’ll see the QR code, ready to show or scan.

The card is created automatically the first time you open this section — there’s nothing to set up. If a particular client can’t have a card, the section simply doesn’t appear.

Using the card

Tell your client: show this at the front desk, or scan it at the kiosk. They can keep it on their phone (a screenshot of the QR works fine) or you can print it.

When the card is scanned — at the kiosk or by your staff — it unlocks everything tied to that client in one tap:

• Identity lookup — pulls up who they are instantly.
• Loyalty — shows their points balance and tier.
• Package sessions — redeems a session from an active package.
• Member check-in — logs an active member’s visit.

That’s the whole idea: one card resolves to the client and routes to the right action based on what they have.

Rotating a lost card

If a client loses their card or you think it’s been copied, rotate it:

1. On the client’s detail page, in the Membership card section, click Rotate card.
2. VertaFlow issues a brand-new card and deactivates the old one immediately.

The old QR stops working the moment you rotate — anyone scanning it gets “Card not recognized.” The client just uses the fresh card from then on.

Cards stay inside your business

A card only ever resolves within your own workspace. Even if an old code leaked, it can’t be used anywhere else — and rotating it shuts it off entirely.