---
title: "Customer Profile: Membership Card"
description: "Learn how to manage membership tiers, expiration dates, and subscription settings for customers in Loyally."
url: https://help.loyally.ai/en/articles/121-customer-profile-membership-card
collection: "Customer Profile"
updated: 2026-08-23
language: en
---

# Customer Profile: Membership Card

Learn how to manage membership tiers, expiration dates, and subscription settings for customers in Loyally.

Learn how to manage customer details and subscription settings for **Membership Card** programs in **Loyally**.

The Membership Card profile allows you to view and edit membership tiers, expiration dates, and renewal periods. Functionality depends on whether your membership card is connected to **Stripe** or operates as a standard (non-integrated) card.

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## 🧭 Overview

From a customer’s **Membership Card** profile, you can:

-   View membership details, tiers, and subscription status
    
-   Change membership expiration dates
    
-   Modify membership tiers (upgrade or downgrade)
    
-   Adjust subscription periods (day, week, month, year)
    
-   Manage Stripe-connected membership settings
    
-   Identify and manage free-tier Membership v1 cards
    

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## 💳 Membership Card Without Stripe

### 🗓 Changing the Expiration Date

You can edit a member’s expiration date directly from their customer profile.

1.  Open the customer’s profile in **Loyally**.
    
2.  Locate the **Membership Card** section.
    
3.  Click the **edit (✎)** icon beside **Card Expiration Date**.
    
4.  Select a new expiration date from the calendar.
    
5.  Click **Apply** to confirm.
    

✅ The new expiration date will update immediately in the customer’s profile.

![](https://staticfiles.gleap.io/ghelparticle/2oEUIKlyjUBXI79xo1hAmhEhc3E6E52wqyrqERFtycUN1pMndbVlHmy2Gpd9tlb0a1FeFVK7eFI.png)

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### 🏅 Changing Membership Card Tier

Membership tiers (e.g., _Bronze_, _Silver_, _Gold_, _Platinum_) can be upgraded or downgraded.

1.  Click the **edit (✎)** icon beside the **Membership Tier** field.
    
2.  Select the desired tier from the available list.
    
3.  Click **Submit** to save your changes.
    

✅ The customer’s tier and associated benefits will update instantly.

![](https://staticfiles.gleap.io/ghelparticle/n2Gl7UX4aReRNZsK5cik8fxiRQ6S1ORS2kw9fKJ1Wv7caPnYDqqmT0WC4Laqii64rMskf3sy6uM.png)

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### 🔄 Changing Subscription Period

You can modify the **Subscription Period** for each member to define how often their membership renews.

1.  Click the **edit (✎)** icon beside the **Subscription Period** field.
    
2.  Choose a new renewal interval — _Daily_, _Weekly_, _Monthly_, or _Yearly_.
    
3.  (Optional) Enable **Auto-Renew Subscription** if applicable.
    
4.  Click **Submit** to confirm.
    

✅ The new subscription period is applied immediately, and the next billing cycle will follow the updated interval.

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## 💰 Membership Card with Connected Stripe

If your membership card is connected to **Stripe**, certain fields are managed exclusively through Stripe and cannot be changed from the customer profile.

### ⚙ Restrictions for Stripe-Connected Cards

-   **Membership Tier:**  
    Cannot be changed manually in the customer’s profile.  
    Customers can upgrade or downgrade directly via their **Stripe payment portal** or from their device.
    
-   **Expiration Date:**  
    Cannot be edited in Loyally. Stripe automatically handles billing cycles, renewals, and cancellations.
    

> **Success:** **Tip:** You can view Stripe-connected customer details from the profile but must make tier or billing changes from Stripe’s dashboard.

![](https://staticfiles.gleap.io/ghelparticle/93ODrgmacxovHiYGq4JcF0ojPemrcPtKTDwztHxPC1ImfpZE0SdhDFO7HRAV6bT4gNRIwJ92w0Y.png)

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## 🧠 Summary

The **Customer Profile (Membership Card)** gives you a centralized view of each member’s subscription and tier data.  
You can edit expiration dates, adjust membership periods, and view integrated payment details — all depending on your card’s setup (with or without Stripe).

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## 💡 Best Practices

To ensure a smooth experience for both you and your members, follow these recommendations when managing Membership Card profiles:

-   **Verify Stripe Integration Before Editing:** Always check if a card is Stripe-connected before attempting to make changes. Remember that for integrated cards, billing and tier adjustments must be handled within Stripe to keep data synchronized.
    
-   **Communicate Tier Changes:** When manually upgrading or downgrading a member's tier, it is best practice to notify the customer directly. While the profile updates instantly in Loyally, a quick follow-up ensures the member knows how to access their new benefits.
    
-   **Audit Expiration Dates Regularly:** For non-integrated cards, perform a monthly review of upcoming expiration dates. This allows you to proactively reach out to members for renewals before their access lapses.
    
-   **Use Auto-Renew Strategically:** When adjusting subscription periods, encourage the use of the **Auto-Renew Subscription** toggle for consistent revenue and a seamless member experience.
    
-   **Check Membership v1 Status:** If you encounter a "Free-tier Membership v1" card, consider migrating the user to your latest Membership Card program to ensure they have access to the most current features and integration options.
    

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## Related Articles

[

Membership Card

How to Create a Membership Card to Enhance Customer Commitment and Value Perception.

](https://help.loyally.ai/en/articles/90-membership-card.md)[

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](https://help.loyally.ai/en/articles/74-scanner-app-membership.md)