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The User Settings configuration controls the generation logic for your customer's Pass IDs (Membership IDs). By defining a consistent structure with prefixes, suffixes, and fixed lengths, you ensure that loyalty IDs are easily recognizable, on-brand, and compatible with your internal POS or CRM systems.

Steps to Configure Pass IDs

  1. Access User Configuration - Navigate to the Settings tab in the dashboard and select Users from the side menu.
Access User Settings
Figure 1: Access User Settings

  1. Set Formatting Rules - Customize the ID structure by entering a Prefix (e.g., VIP-) and/or a Postfix (e.g., -2024). These static characters will be attached to the start and end of every generated ID.
Define Prefix and Postfix
Figure 2: Define Prefix and Postfix

  1. Define ID Length - Specify the ID Length. This controls the number of characters in the generated unique sequence. Ensure the length is sufficient to accommodate your expected user base without duplication.
Set ID Character Length
Figure 3: Set ID Character Length

  1. Preview and Save - Review the sample ID shown in the preview to ensure the format meets your requirements. Click Save to apply this configuration to your program.
Save Configuration
Figure 4: Save Configuration