Auto-assignment rules make sure your members always get the right card without you having to do anything manually. The system checks their data when they log in (for example through Golf-ID) and matches it against the rules you’ve set.
To set up a rule, go to Card Theme in the admin panel, open Auto Assignment Rules, and click the green plus icon.
First, give the rule a name and a description. These are only visible internally but are very helpful for keeping things organized. A name might be “Full Member Rule” and the description could explain exactly what it does, like “Assigns Full Member card to anyone with membership type = Full.”
Then choose the membership card you want the rule to assign. After that, decide how strict the rule should be by choosing your Conditional Logic: Match All means the member has to meet every condition, while Match Any means they only need to meet one. Most of the time, Match All is the safest choice, since it prevents members from being assigned the wrong card too easily.
The next step is to select a field — the piece of data you want the rule to look at. This could be a membership type, a handicap, or a Golf-ID. Depending on which field you choose, you’ll then see different operators. Operators tell the system how to compare the data. For example:
Equal To → matches an exact value.
Not Equal To → excludes a specific value.
Contains → checks if text includes something.
Is Null / Is Not Null → checks if data is empty or filled.
In some cases, the only operators available are Is True or Is False. These are used for yes/no conditions. A typical example would be a field like “Has Paid” or “Board Member.” Choosing Is True means the card is assigned if the member actually meets that condition, while Is False would assign it if they don’t. In most setups, Is True is the common choice.
Sometimes, when you pick an operator, an extra field called Value will pop up. This is where you enter the actual name of the membership type (or other detail) that exists in your systemm the precise thing the rule should match. For instance, you might type “9-hole member,” “Full member,” or “Junior member.” If you don’t see a value field at all, that just means you can save the rule right away without entering anything else.
Once saved, the rule takes effect immediately. From then on, whenever a member logs in, their data is checked and the correct membership card is assigned automatically. That way, your juniors, full members, or special categories always see the right card, and you don’t have to manage it by hand.