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

# How to Create, Edit, and Delete Discount Card Types

Discount card types let you group cards that share the same rules, design, or purpose, like "Silver", "Gold", or "VIP". Every discount card issued in Maestra belongs to a type, so setting these up is the first step before you start importing cards, issuing them to customers, or attaching promotions to them.

This guide walks you through creating a new discount card type, configuring low-balance notifications, editing an existing type, and deleting one you no longer need.

## Where to find discount card types

In Maestra, go to **Settings** → **Customers and Actions** → **Discount Card Types**.

The page lists every card type that exists in your project, along with the number of cards available in each pool and the notification threshold (if one is set).

## Create a discount card type

<Steps>
  <Step title="Open the discount card types page">
    Go to **Settings** → **Customers and Actions** → **Discount Card Types**.
  </Step>

  <Step title="Click Add">
    Click the **Add** button in the upper-right corner of the page.
  </Step>

  <Step title="Fill in the required fields">
    Enter the following details:

    * **Name** — the display name of the card type. This is what you and your team will see across Maestra (for example, when issuing cards, building segments, or setting up promotions). Use a name that's easy to recognize, like `Gold`, `Welcome card`, or `Employee discount`.
    * **External ID** — a unique system identifier for the card type. It's used when importing cards from a file, syncing with your POS or e-commerce platform, and calling the Maestra API. The external ID can't be changed once the card type is created, so pick something stable and human-readable (for example, `gold`, `welcome-card`, `employee`).
  </Step>

  <Step title="Save the card type">
    Click **Save**. The new card type appears in the list and is ready to be used.
  </Step>
</Steps>

<Note>
  Creating a card type doesn't generate any cards on its own. After the type exists, you can import a batch of card numbers, generate them automatically, or issue cards to customers one by one.
</Note>

## Set up low-balance notifications

If you issue physical cards from a pre-printed pool, you'll want to know when you're running low so you can order more before the pool is empty. Maestra can raise an internal notification when the number of available (unissued) cards in a type drops below a threshold you choose.

<Steps>
  <Step title="Open the card type">
    On the **Discount Card Types** page, click the pencil icon next to the card type you want to configure.
  </Step>

  <Step title="Add a notification">
    In the **Notifications** section, click **Add**.
  </Step>

  <Step title="Set the threshold">
    Enter the minimum number of available cards that should trigger the notification. For example, if you set the threshold to `500`, Maestra will create a notification as soon as the pool of unissued cards for this type falls to 500 or fewer.
  </Step>

  <Step title="Save">
    Click **Save**. The threshold is now active and Maestra will monitor the available card count automatically.
  </Step>
</Steps>

<Tip>
  You can add more than one threshold per card type — for example, one notification at 1,000 cards (early warning) and another at 200 cards (urgent reorder).
</Tip>

## Edit a discount card type

You can change the name and notification thresholds at any time. The external ID is fixed and can't be edited after the card type is created.

<Steps>
  <Step title="Find the card type">
    Go to **Settings** → **Customers and Actions** → **Discount Card Types** and locate the type you want to update.
  </Step>

  <Step title="Open it for editing">
    Click the pencil icon next to the card type.
  </Step>

  <Step title="Update the fields">
    Change the name or adjust the notification thresholds as needed.
  </Step>

  <Step title="Save your changes">
    Click **Save**. The updates take effect immediately and apply to every card already issued under that type.
  </Step>
</Steps>

## Delete a discount card type

If you no longer use a card type — for example, after retiring a legacy loyalty tier — you can delete it from the project.

<Steps>
  <Step title="Open the card type">
    Click the pencil icon next to the card type you want to remove.
  </Step>

  <Step title="Click Delete">
    Select **Delete** at the bottom of the card type's settings.
  </Step>

  <Step title="Confirm the deletion">
    Confirm when prompted. The card type is removed from the list.
  </Step>
</Steps>

<Warning>
  Deleting a card type affects every card that belongs to it. Customers who currently hold a card of this type will lose access to the discount associated with it. Before deleting a type, make sure you've migrated active customers to another card type or accepted that those cards will no longer be valid.
</Warning>

## What to do next

Once your card types are set up, you can:

* Import a batch of card numbers into a type so you have a pool to issue from.
* Issue cards to individual customers manually or automatically through a campaign.
* Build promotions that apply only to specific card types — for example, a 15% discount limited to Gold cardholders.
* Use card type as a filter when creating customer segments.