A practical guide for store staff and managers to distribute Wallet passes, scan them, award points, redeem rewards, and keep operations recoverable.
The core counter action is scanning the customer's Wallet pass barcode and awarding points
Use the card list as a support path for search, checks, correction, redemption, and deletion, not as the normal award entry point
Basic can manage multiple cards. Backup, history, promotional notices, and analytics are paid-plan operations
Do not enter personal information in notes or display labels, because those fields are included in backup and export workflows
Start from the top when setting up for the first time, or jump to the item that matches your issue.
Prepare store information, point-award mode, rewards, and a test Pass so staff can scan at the counter.
If this is your first time, start here.
Open the app and follow the on-screen guidance.
Enter the store name and choose a logo if needed.
Choose flexible point awards or fixed point awards.
In card settings, add the reward name and required points.
Add a sample Pass and scan it once from the scan screen.
Show customers the QR at the bottom of the scan screen so they can add the Pass to Apple Wallet or Google Wallet.
Use this customer add-pass QR for real customers, not the sample Pass tutorial QR.
Open the scan screen and show the Pass add QR at the bottom.
Ask the customer to scan the QR and add the Pass to Wallet.
For counter signage, tap the QR to open the image-saving menu.
Save either the QR-only image or the ready-to-print poster, then place it near the register or waiting area.
After the customer adds the Pass, ask them to show the Wallet Pass barcode.
Scan the customer's Wallet pass during visits, then award points and redeem rewards.
Share this part with staff.
Ask the customer to show the barcode on their Wallet pass.
Open the scan screen and scan the Pass barcode.
For flexible awards, choose the point amount. For fixed awards, confirm the automatic award.
When redeeming a reward, confirm the reward and remaining points before redeeming.
When correcting points, scan the same Pass again before changing the balance.
Use the card list for questions, non-personal notes, point correction, redemption, and deletion.
Open the card list and search by card ID.
Filter by redeemable cards, cards with notes, or revisit order when useful.
Check current points, lifetime points, visit count, last use, and notes.
Run note edits, point correction, redemption, or deletion only after confirming the target card.
Use card-list CSV saving for internal store checks.
Prepare the Wallet Pass customers see and the public store profile.
In card settings, check the store name, logo, hero image, color, rewards, and point-award mode.
Check the Pass add QR appearance, then save a QR-only image or ready-to-print poster if needed.
In the store profile, enter the description, hours, address, website, and social links.
Before turning on public visibility, confirm that every field is safe to show customers.
Reinstall the sample Pass and review how it looks.
Save your data on a paid plan before switching devices.
For paid plans.
In Settings, sign in with Apple or Google.
Turn on cloud backup.
Run Backup Now.
Confirm that the initial-backup-pending state is gone.
Before switching devices, run another backup with the latest state.
Restore your previous state on a new device.
For paid plans.
Check on the old device that the latest save is complete.
Sign in on the new device with the same account.
Restore the purchased status.
Load the saved data.
Check that card lists, points, and notes have returned.
Handle lost cards or cards that need to be added again.
For stores using the Wallet card feature.
Confirm the target card from the card list or recent activity.
Open the Pass add QR or reinstall path.
Ask the customer to add the Pass back to Wallet.
Check that the new Pass can be scanned.
Share the handling status internally so the old and new cards are not confused.
Use Wallet notices, analytics, and export in paid-plan operation.
For Advanced / Analytics plans.
On Promotions, review notification consent and sending rules.
Decide when to use progress, reward-ready, expiry, and store-notice messages.
Use a sample Pass for test sends.
In Analytics, check ranges, weekdays, time slots, and visit trends.
Export CSV or raw data when needed.
Choose the symptom that is closest to what you see, then check from the top.
