Included Benefits: What Comes With Your Card

Some cards come with more than one perk attached — not a single reward at the end of a stamp card, but a whole package of things a member already owns just by holding the card. Included benefits is where you list them: as many perks as your membership or loyalty card includes, each redeemed independently at the counter.

It's built for cards like an annual membership that bundles a welcome facial, a monthly LED session, a few guest passes, and a standing 10% discount — instead of trying to force each one into a single offer.

Included benefits works on membership cards and simple loyalty cards — not stamp, points, or coupon cards, which have their own reward mechanics. A level card has them too, as a separate list for each level: Setup → Levels & benefits (see Countable benefits per level).

Where to find it

1. Open Programs from the sidebar and select your program. 2. Go to the Setup tab. 3. Open the Included benefits section. 4. Click + Add benefit to add your first perk.

The three ways a benefit can work

Each benefit you add gets one of three cadences — pick whichever matches how that perk actually works:

• One time — a perk the member gets a set number of times, ever, for the life of the card. Example: a welcome facial (×1), or 3 guest passes on an annual membership.
• Repeats — a perk that comes back on a schedule: every calendar month (available again on the 1st), or every set number of days (1 for daily, 7 for weekly). Example: 1 LED session per month.
• Always included — a standing perk with nothing to count or redeem, like a permanent discount. Example: a standing 10% off aesthetic treatments.

Take a med-spa's annual membership as an example. It might list:

• Welcome facial — One time, quantity 1
• LED session — Repeats, every calendar month, quantity 1
• 10% off aesthetic treatments — Always included

Each row shows up separately on the card and at the scanner, so your staff and your customer both know exactly what's left.

Setting up each benefit

• Benefit — the name, in your own words, e.g. "LED session + mask." This is what your customer and your staff see.
• Cadence — One time, Repeats, or Always included (see above).
• How many? — for One time and Repeats, how many the member gets (in total, or per period). Not shown for Always included — there's nothing to count.
• How often? — only for Repeats. Pick Every calendar month (resets on the 1st) for a monthly perk, or Every N days and type the number of days (1 for daily, 7 for weekly). Both reset at midnight in the timezone you choose.
• Advanced (optional) — a short description shown alongside the benefit, and a custom line staff see once it's used up for that period (defaults to a sensible message if you leave it blank).

The timezone selector itself only shows up once at least one benefit on the card uses Repeats — with only One time and Always included benefits, there's nothing on a schedule to reset, so there's nothing to set a timezone for.

You can add up to 20 benefits per card. If a benefit's name is missing, you'll see a note that it needs one before you can save.

Already have a benefits list on this membership? If you've listed benefits as plain text before, Included benefits offers a one-tap Bring in my existing benefits list button the first time you open it — it turns each line into an Always included row you can then fine-tune.

How staff redeem from the scanner

Your cashier scans the customer's wallet pass as usual. Every included benefit shows as its own row:

• One time and Repeats rows show how many are left (e.g. "1 of 2 left this month") with a Redeem button. Tapping it claims one use right away.
• Once a benefit is fully used for the current period, its row shows your "used up" message instead of the button — so no cashier has to remember who already had their session this month.
• Always included rows show as included with no button — there's nothing to redeem. Your staff applies the perk (like the 10% discount) directly at the till.

The scan itself always stays valid — only the benefit rows change state. Other things on the card (membership status, campaign offers) keep working as before.

Reminding members who haven't used a benefit

Under a benefit that repeats or that a member gets once, Setup shows Remind members who haven't used it →. It opens New campaign with Benefit not used yet and that benefit already chosen. Pick when the reminder goes out, check the message, and click Turn it on. You can also start from Campaigns → New campaign → Remind about an unused benefit and choose the benefit there.

When the reminder goes out depends on how the benefit works:

• Every calendar month — a number of days before it resets on the 1st (1 to 27 days). For example, 10 days before it resets.
• Every N days — a number of days after the member last used it, or after they joined if they never have (1 to 365 days).
• One time — a number of days after the member joined, if they still have it to use (1 to 365 days).

Every day at the send hour you pick, in the card's benefit timezone by default (you can change it on the review step), Passtastic looks for members who still have the benefit left and sends them a push notification on their wallet card. Only members who still have uses left of this period's benefit get it. Each member gets it at most once per period (once in total for a One time benefit). On days when nobody qualifies, nothing is sent. Reminders for two different benefits can reach the same member on the same morning.

Once a reminder exists, the line under the benefit shows it instead, for example Reminder on: 10 days before it resets with an Edit link, or Reminder paused / Reminder is a draft. Pause, edit or delete it in Campaigns like any other campaign. Benefits that are Always included have nothing to use up, so they have no reminder.

Reminders are an automatic campaign, so they come with the MULTI-LOCATION plan and above. On SINGLE LOCATION the line reads Available on MULTI-LOCATION. On a card that isn't published yet it reads Publish first to set a reminder. Only editors, admins and owners can set one up.

What the customer's wallet card shows

Every benefit appears on the back of the customer's wallet pass, with a line that reflects its current state — "1 of 2 left this month," "Used," or "Included." It updates automatically whenever staff redeem something or a period resets, no reinstall needed. If a card has more than 12 benefits, the pass shows the first 12 plus a note to ask at the counter for the rest — the scanner always shows the full list either way.

What the customer's page shows

When your customer portal is on, every benefit with something to use also appears on the member's own page, next to their offers. Tapping one shows how many are left and Use at the counter, which gives a code your cashier scans; the scanner then shows the benefit with Confirm. Always-included perks show as included, with nothing to scan. In Customer portal, Offers and benefits lists them next to your live offers, each linking to the program's Setup where you edit it.

Selling memberships

If you sell your membership through Stripe (see Selling Memberships, Bundles & Store Credit Online), every benefit you've set up here shows automatically in the What's included list on the card's sales page — before the customer even pays. Each one appears with its rhythm, exactly as you configured it: One time benefits read like "3 included," Repeats benefits read like "1× per month," and Always included benefits read "always included." There's nothing extra to write anywhere else — the same list a customer sees at checkout is what your staff redeem from later.

How the reset works

Repeating benefits become available again at midnight in the timezone you set for the card (one timezone covers every repeating benefit on that card).

• Every calendar month resets on the 1st of each month. A member who uses their benefit on 28 October can use it again on 1 November.
• Every N days counts from the first redemption in that window, not the most recent one — redeeming again before the window closes doesn't push the reset date out any further. "Every 1 day" means redeemed today, available again at midnight tonight; "every 30 days" means 30 days after the day it was first used in that period.

There's no rollover — an unused period doesn't carry over or stack up.

Switching an existing benefit to Every calendar month partway through a month? Members who already used it this month see it as used until the 1st. Everyone else can use it straight away.

Included benefits vs. Campaigns

Included benefits are what a member already owns as part of their card — set them up once, and they're there for as long as the membership lasts. Campaigns are different: one-off surprises you push out, like a birthday treat or a win-back offer, that the customer wasn't already promised. If you catch yourself building a campaign for something that's genuinely part of what you sold the customer (a welcome kit, a monthly session, a standing discount), it belongs in Included benefits instead. See Messages and Campaigns for setting up the surprise kind. Reminding members about a benefit they haven't used yet is the one campaign that does belong here: see Reminding members who haven't used a benefit above.

Common questions

See also: Selling Memberships, Bundles & Store Credit Online, Selling Bundles, Store Credit & Memberships Yourself, and What Your Staff Sees When a Campaign Is Active.