How to Create a Punch Card Product

Learn how to create punch card products that issue credits when purchased. Customers can then use those credits for classes, appointments, or events. Punch cards are great for multi-use passes and flexible payment options.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to manage products (typically organization owners and admins have this permission)
• Stripe must be connected (required for paid punch cards)
• Classes, events, or appointment types set up (to configure where credits can be used)

Steps

Step 1: Navigate to Products

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, click Products in the left sidebar
3. You'll see the Products page at https://app.joinzipper.com/dashboard/packages

Step 2: Open the Create Product Form

1. On the Products page, look for the Create product button in the top left corner
2. Click the button (it has a plus icon)
3. A modal window will open titled "Manage package"

What happens next: The product creation form will open.

Step 3: Select Punch Card Product Type

1. In the Product type section, select Punch Card (or create a one-time purchase and configure punch card capabilities)
   • This tells the system to create a credit-based product
   • Credits are issued when customers purchase the punch card

Note: Product types cannot be changed after creation, so choose carefully.

Step 4: Fill Out Product Details

1. Name: Enter a clear name for your punch card (required, max 100 characters)

   • Example: "10-Class Pass" or "Monthly Appointment Package"
   • This is what customers will see

2. Headline: Add a short, one-sentence synopsis (optional, max 200 characters)

   • Example: "10 credits for any class or appointment"

3. Details: Provide all the details and features about the punch card (optional, max 1000 characters)

   • Describe what credits can be used for
   • List benefits and restrictions
   • Include expiration information if applicable

4. Product Image: Optionally upload an image to help customers identify it quickly

Note: If you leave required fields empty and try to save, you'll see error messages.

Step 5: Set the Price

1. Price: Enter the price for the punch card (required)
   • This is the amount customers pay to purchase the punch card
   • Minimum price is typically $1.00
   • Example: $100 for a 10-class pass = $10 per class

Note: The price is what customers pay upfront. Credits are issued separately.

Step 6: Configure Punch Card Capabilities

1. Credit Issuance: Set how many credits are issued per purchase

   • Enter the number of credits customers receive
   • Example: 10 credits for a "10-Class Pass"
   • This determines how many times customers can use the punch card

2. Expiration: Set when credits expire (optional)

   • No expiration: Credits never expire
   • Expires in X days: Credits expire after a set number of days
   • Expires on date: Credits expire on a specific date
   • Example: Credits expire 90 days after purchase

3. Usage Restrictions: Configure restrictions on when credits can be used:

   • Billing period restrictions: Restrict usage to subscription billing periods
   • Contract window restrictions: Restrict usage to contract periods
   • Leave unrestricted if credits can be used anytime

4. Product Mapping: Configure which services credits can be used for:

   • Select classes that accept this punch card
   • Select events that accept this punch card
   • Select appointment types that accept this punch card
   • You can configure this when creating/editing classes, events, or appointment types

Note: Credit configuration determines how customers can use their punch card credits.

Step 7: Configure Integrations and Customer App Settings (Optional)

1. Stripe product ID: Zipper automatically creates a Stripe product. You can view details in Stripe or update the ID here if needed.

2. Customer app integration:

   • Show in customer app and website: Toggle this on to make the punch card visible for purchase via the customer app and your website

Step 8: (Optional) Configure Additional Settings

1. Forms: Require customers to complete forms during purchase (optional)

   • Select forms that must be completed
   • Forms must have first name, last name, and email fields

2. Visibility: Control where the punch card appears:

   • Shop visibility: Whether it appears in your public shop
   • Category: Organize into product categories

Step 9: Save Your Punch Card

1. Review all the information you've entered
2. Check that:
   • Product type is set to Punch Card
   • Name is filled in
   • Price is set
   • Credit issuance is configured
   • Expiration settings are set (if applicable)
3. Click Save at the bottom of the form
   • The button will show "Saving..." while your punch card is being created
4. You'll see a success message confirming the punch card was created
5. The modal will close, and your new punch card will appear in your products list

What happens next: Your punch card product will be created and:

• Available for customers to purchase
• Issue credits when customers purchase
• Credits can be used for configured classes, events, or appointments
• Track credit usage and remaining credits

Configuring Where Credits Can Be Used

After creating the punch card, configure which services accept it:

1. For Classes: Edit the class → Payment section → Enable "Punch Card" → Select this punch card product
2. For Events: Edit the event → Payment section → Enable "Punch Card" → Select this punch card product
3. For Appointment Types: Edit the appointment type → Pricing section → Enable "Punch Card" → Select this punch card product

Tips

• Set clear credit amounts that make sense for your pricing
• Use expiration dates to encourage usage within a timeframe
• Configure which services accept punch cards to control usage
• Test the purchase and usage flow yourself before promoting
• Consider offering different punch card sizes (5-class, 10-class, 20-class)

Troubleshooting

Problem: I don't see the "Create product" button Solution: Make sure you have permission to manage products. Only organization owners and admins can create products. Contact your organization owner if you need access.

Problem: I can't create a paid punch card Solution: Paid punch cards require Stripe to be connected. To fix:

• Go to Organization Management → Integrations → Stripe
• Complete the merchant onboarding process
• Connect your Stripe account

Problem: Credits aren't being issued when customers purchase Solution: Check that:

• Credit issuance is configured correctly
• The punch card product is properly saved
• Customers are completing the purchase successfully

Problem: Customers can't use credits for classes/appointments Solution: Make sure you've configured which services accept the punch card:

• Edit classes, events, or appointment types
• Enable "Punch Card" payment option
• Select this punch card product

Problem: Credits are expiring incorrectly Solution: Check your expiration settings:

• Verify expiration configuration is correct
• Check expiration dates match your expectations
• Review credit expiration logic