Card advanced settings

Card expiration

Choose how long the card should stay valid.

Earning rules

Earning rules help prevent mistakes or abuse.

Common options include:

• Cooldown between earning events
• Daily earning limit
• Maximum per scan or transaction
• Minimum spend requirement

Scanner requirements

Some cards can require staff to enter a transaction amount before awarding progress. This is especially useful for spend-based points cards or offers with minimum purchase rules.

Terms and conditions

Use terms to explain important customer-facing rules, such as:

• How rewards are earned
• What is excluded
• Expiration or blackout dates
• Refund or cancellation rules
• Membership renewal terms

Best practice

Use advanced settings to make the card safer and clearer, not more complicated. If staff cannot explain a rule quickly, simplify it before launch.

Before publishing

Test the card in the Scanner so you know the advanced rules behave the way staff expect.