> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uplifter.app/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I manage the punch cards families hold?

> Find a family's punch card, record a walk-in punch, adjust its punches or end date, cancel it with an optional refund, and retire or delete a card type.

<Note>
  **Must know**

  * **Punches are never deleted.** Adjustments, end-date changes and cancellations are recorded as their own history entries, each with a required reason.
  * **Cancelling a card removes its unused punches and cannot be undone.** For a purchased card, you choose whether to refund the unused value to account credit or the original payment method.
  * **Adjusting, changing the end date and cancelling need Edit Financials.** Recording a walk-in punch needs **Edit Families**.
  * **Punch Cards is a plan feature.** If you don't see it, check **Settings > Organization > Features** to see whether your plan includes it.
</Note>

| Action | Where | Needs |
| - | - | - |
| Record a walk-in punch | A guardian's **Punch Cards** tab | **Edit Families** |
| Adjust punches, change the end date, cancel | The card, in either place below | **Edit Financials** |
| Deactivate, retire or delete a card type | Row menu on **Financials > Punch Cards** | **Edit Financials** (Retire and Delete also need **Delete Financials**) |

**Find an issued card.** On **Financials > Punch Cards**, click a card type. Its page shows the price, punches, expiry, billing and an **Active** or **Inactive** badge, with tiles for **Cards issued**, **Active cards**, **Expiring soon**, **Punches outstanding** and **Revenue** ("Cards bought, not granted"). The **Issued cards** table lists **Family owner**, **Card**, **Punches used**, **Status**, **Source**, **Issued** and **Ends**. Search by card id or holder, or filter by status, source and issue date. Click a row to open the card.

**From the family.** Under **Athletes > Guardians**, open the guardian's **Punch Cards** tab and click a card to expand its **Punch history** and actions.

**Record a walk-in punch.** For a visit with no registration behind it, expand an active card with punches left on the guardian's **Punch Cards** tab and click **Record punch**. Pick the **Athlete**, optionally a **Program** and **Drop-in session**, and the **Date and time**. **Punches** starts at 1, or at the program's punch price if it has one. Then click **Record punch**.

**Adjust the punch balance.** Click **Adjust balance** (**Adjust punch balance** on the guardian tab), set **Punches remaining** (0 up to the card's original punches), give a **Reason** and click **Save adjustment**. It doesn't work on an expired, cancelled or archived card. For an expired card, change the end date first.

**Change the end date.** Click **Edit end date**, pick an **End date** (or **Clear end date** so the card never expires), give a **Reason** and click **Save end date**. Punches stay usable through that day, in your club's time zone. A later date revives an expired card but adds no punches back.

**Cancel a card.** Click **Cancel card**, give a **Reason**, and confirm with **Cancel card** (**Keep card** backs out). The unused punches are removed and any recurring re-purchase stops. History is kept, and there is no undo. For a purchased card, you can tick **Refund the unused value** and choose **Account credit** (added to the family's balance) or **Original payment method**. A granted card has nothing to refund. A refund to the original payment method over your club's daily refund limit is held for review.

**Delete or retire a card type.** In the type's row menu, **Delete** removes a type with no cards issued for good. Once cards exist, it becomes **Retire**, which hides the type from the store and staff instead. **Deactivate** also turns a type off.

**When families can still spend those cards.** **Deactivate** and **Retire** open **Retire \[name]?** instead of saving. Choose **Keep honouring the outstanding cards (recommended)**, so only new sales stop, or **Expire the outstanding cards**, which takes away unspent punches after the **Last day the cards can be used** (leave it empty to expire them now). Only expiring now offers **Refund the unused value of purchased cards**. Granted cards get no money back. Click **Retire punch card type** to confirm. A summary then shows what happened to each card.

**Enrollments paid with punches.** Cancelling one refunds no money: the **Cancel enrollment?** dialog offers **Return \[N] punches to \[card]** instead.

**Related:** [How do I create and sell punch cards?](/club/punch-cards/create-and-sell-punch-cards) · [What is the \$1,000 daily refund limit?](/club/refunds-cancellations/daily-refund-limit) · [How do I cancel an enrollment and refund it in one step?](/club/refunds-cancellations/how-do-i-cancel-an-enrollment-and-refund-it) · [How do I buy and use a punch card?](/families/families-memberships-passes/use-a-punch-card)