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Designing the Pass

The Pass Template Configuration page is where you map your brand's data to the visual layout of the card.

Step 1: General Settings

  • Pass Type: Choose from Loyalty, Coupon, or Gift Card.

    • Note: You can only have one active template per pass type. If you try to create a second, you will receive an error.

  • Pass Name: Internal name (e.g., "Holiday Rewards 2026").

  • Pass Location: Enter your store's coordinates to enable geofenced notifications.

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Step 2: Appearance & Branding

Customize the "look and feel" to match your brand:

  • Background Color: Use your brand’s primary hex code.

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  • Logo Image: Upload a high-resolution PNG (transparent backgrounds work best).

  • Organization Name: This appears at the very top of the pass.

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Step 3: Field Configuration (The Layout)

Fields are where the "magic" happens. You connect a Label (static text) to a Key (dynamic data from your database).

Field Type Best Use Case Example Mapping
Header High-level status Label: TIER
Primary The most important info Label: BALANCE
Secondary Personalization Label: MEMBER
Auxiliary Transactional details Label: MEMBER ID
Back Fields Terms & Conditions (Apple Wallet Only) - Store address, fine print, etc.

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Step 4: Technical Settings

  • Code Type: Select the format for the scannable code on the pass. It can be Barcode or QR Code

  •  Toggle this ON to enable push updates (e.g., alerting the user when their points balance changes).

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