Editing Your Card (the Setup Tab)

After a program is published, you edit the card right inside the program — on the Setup tab. There's no separate editor to open: change what you need, then save. Everything saves together.

Getting to Setup

1. Click Programs in the sidebar and open your program.

2. Click the Setup tab — or click Edit card in the header, which takes you to the same place.

How saving works

Setup is a single editable surface. As you make changes you'll see Changes go live when you save near the top, and a Save changes button. Click it once you're done and it becomes All changes saved. Your edits only reach customers' cards after you save.

What you can edit

Setup is split into a few cards. Open the one you need:

Design

Logo, photo, and colours — the look of the wallet pass. Pick brand colours and upload your logo and a background/strip image.

#### A different look for each level On a level card (or a welcome coupon that becomes one), Design starts with Card look for: and one button per level. The first level is your card's own design. Pick another level, choose Its own look, then change its card colour, text and accent colours, logo and photo. It starts as a copy of the first level's look, so you only change what's different. The preview shows a customer at that level.

A level with its own look can also have its own Name on the card, for example *VIP Club*. Customers at that level see it instead of your card's name: on iPhone their notifications come from that name, and on Android it's the name at the top of the card. Leave it empty to keep your card's name. Your join page, your customer portal page, emails and the scanner app always show your card's name.

When you publish, everyone at that level sees that look, on iPhone and on Android. A customer who reaches the level switches to its look at that moment, and one who drops below it switches back. Your join page, your customer portal page, emails and posters keep the first level's look, because every new customer starts there.

To undo it, pick Same as Member (it shows your first level's name). In Levels & benefits, each level above the first also reads Card look: Same as Member · Change or Card look: Its own look · Change; Change opens Design on that level.

A card look for each level comes with Multi-Location. On Single Location, Its own look shows 🔒 Available on MULTI-LOCATION and opens the upgrade prompt; switching a level back to the first look always works. Viewers can look through the levels but not change them.

Card layout

Card layout decides what appears in three places on the front of the card. It has three pickers: Top right in the card's header, plus Under the photo, position 1 and Under the photo, position 2. While you're creating a program the same pickers live in a Card layout section right below Look & feel.

• Top right offers Business name, Tagline, Customer name or Nothing.
• The two positions under the photo offer whatever suits the card type. On a stamp card that's Stamps progress, Reward, Customer name or Nothing; a points card offers Points balance, a level card Level, Progress to next level and Level benefit, and so on.
• You only see options that would show something. Expiry date appears once the card has an expiry (Card validity under Card details), and a front custom field appears under its own name — say, Opening hours — only when the card has one.
• Level benefit (level cards): the customer's current level's Benefit at this level, for example *20% Off* under *Legend*. Only the first line shows, up to 24 characters; a longer one ends in "…", exactly as in the preview. A level without a benefit shows nothing there. It's offered once at least one level has a benefit.
• Every card starts on what it already shows, so nothing changes until you pick something else.
• On the photo (level cards and welcome coupons that become one, Apple Wallet only): Apple shows the customer's points balance in large numbers over the photo. Pick Nothing to keep the photo clean, for example when guests never spend their points, so the number only repeats the progress shown under the photo. On Google Wallet the points always show under the card. New level cards that count points start on Nothing. If your customers spend their points, pick Points balance so they see what they have left.

A few things worth knowing:

• Customer name comes from what the customer typed on the sign-up form. If your form doesn't ask for a name, tick First name under Sign-up info — for customers without a name the item is left out and the row closes up.
• Offers aren't part of the layout. When a customer has an active offer it always appears on the right under the photo. Tick Show with an active offer above the preview to see how the row looks then. If a customer has more than one, the card shows the newest. The others stay active, and your staff still see them all in the scanner app.
• Keep the top right short. Apple Wallet shrinks long text so it fits on one line; past about 20 characters the editor warns you.
• Google Wallet arranges things its own way. Picking Customer name for the top right doesn't put it on the card face on Android — Google shows it as Member name in the details under the card. To put the name on the card itself, pick Customer name for position 1 or 2. An active offer also shows as its own Your offer entry under the card, not in the row. Switch the preview to Google to see what Android customers get.

Save to apply. Installed cards refresh the same way as any other design change.

Card details

The card's name and what it says — the rows of text on the back of the pass (hours, terms, "how it works", links, and so on).

• Add, edit and remove the detail rows.
• Mark a row as a tappable link to make a website or phone number open directly from the pass.
• If your points card lists its rewards on the back (Show rewards on the back of the card) and still has a separate reward line from when you created it (usually labelled Reward), that line shows here as a detail row. Change its text or remove it like any other row.

Rewards (the label depends on your card type)

• Stamps & reward — how many stamps to complete (up to 20), and what the customer gets. The Quick pick buttons (5, 8, 10, 12) are shortcuts: use the + button for more than 12.
• Points & reward: the same block you used to create the card. Choose how customers earn (Per visit, Per amount spent or Per product, plus + Extra points for specific products), your Rewards, and what you call the points (What do you call them?). Saving changes how the card earns straight away. A few more things:

- If the same points setup is used by other programs, you'll see Used by N programs — changes apply to all before you save. - A card published before this block existed shows Staff type the points by hand until you pick a way. - Use an existing rule lets the card use a points rule you already set up for another program. - More options in Points rules opens the full editor for rounding, a minimum purchase, a points cap and register codes.

• Levels & benefits: the tiers and what each unlocks. On a card that levels up by points, the same block as on a points card sets how customers earn (Per visit, Per amount spent, Per product), optional Rewards and What do you call them?. Spending points never lowers a level.
• Do points run out? (Do stamps run out? on a stamp card) — sits under how customers earn, on point cards, level cards and stamp cards. Choose Never, N months after they’re earned, Every year on a date, or (stamp and point cards) All reset if they earn nothing for N days. Customers get a warning first (Warn them 14 days before, on by default). It isn't offered on store-credit cards. See Points that run out and keeping your level.
• For coupons, this is where you set the offer and (for welcome coupons) what the card becomes after it's redeemed.

Level cards: levelling up, points to spend, and what counts as a visit

On a level card, Levels & benefits has a few extra controls:

• Level up by — choose Visits (each qualifying visit moves a member up a tier) or Points (tiers advance as points are earned). This changes what you set per tier: visits to reach it, or points to reach it. Always available on a level card.

When Level up by is set to Visits, two more controls appear:

• Count a visit (now part of Earning limits, below) — how often a scan counts as a new visit toward levels: Once per day (extra scans the same day don't count again), or a Cooldown (set the minutes that must pass before another scan counts as a new visit).
• Customers also collect points they can spend — a separate toggle. Turn it on to also let customers collect points to spend on rewards — separate from levels. A member can climb tiers by visits while still banking points to redeem.

- With it on, choose Per visit (the counted visit adds the points by itself) or Per amount spent, add Rewards if you like, and name the points under What do you call them?. - Do points run out? — once Customers also collect points they can spend is on, it appears under how customers earn: Never, N months after they’re earned, or Every year on a date. See Points that run out and keeping your level.

If Level up by is set to Points, customers earn points the way you set above, and those points also count toward the level. Do points run out? is under how customers earn here too.

Level cards: a message per level and keeping a level

Under every level except the first (the lowest one, where everyone starts), Levels & benefits shows two rows:

• When they reach Gold — that level's message: + Add a message, or Edit once it has one. It opens the campaign builder already set to that level. Messages per level come with Multi-Location; on Single Location the row shows 🔒 Send a message · MULTI-LOCATION and opens the upgrade prompt. A level you've just added needs Publish first.
• To stay Gold: — Always (the default), or Earn 300 points every 6 months (visits, on a card that levels up by visits): a customer who earns less drops one level. A Keeping levels panel under the levels list sets the warning before they drop.

Removing a level that active campaigns use, or that has a To stay rule, asks first: those campaigns are paused when you publish, and the rule is removed too.

Both are explained in Points that run out and keeping your level and, for the message, in Messages and Campaigns.

Countable benefits per level

Each level can also have its own list of countable perks — the same one-time / repeats / always-included setup as Included Benefits, but scoped to a single level instead of the whole card.

Where to find it — both entry points open the same block:

• Creating the program: under The reward, each level has a Benefits at this level text field, and below it, Included benefits at this level.
• An existing card: Setup → Levels & benefits, below each level's own Benefit at this level field.

The block starts collapsed with a + Add a benefit staff can count link — click it to open the editor. Each benefit gets one of the three cadences from Included Benefits:

• One time — a set number of uses for the life of the card, e.g. 3 guest passes on the top tier.
• Repeats — resets on a schedule (every calendar month, every 7 days, every day, and so on).
• Always included — a standing perk with nothing to redeem, like a permanent discount.

You can add up to 20 benefits per level. Copy from… starts a level's list from another level's — it copies those items over (skipping any it already has by name) so you can then add, remove, or edit them; the two lists aren't linked afterwards, so editing or redeeming from one doesn't touch the other.

This list is separate from the free-text Benefit at this level / Benefits at this level field above it — that field keeps working exactly as before, and nothing here converts it automatically. If you type the same perk in both places, you'll see a note that customers may see it twice on the card.

What staff and customers see: the scanner and the customer's wallet card both show only the benefits for the customer's *current* level — moving up shows the new level's own list, not every tier's benefits stacked together. If a level has more than 12 benefits, the pass shows the first 12 plus a note to ask at the counter; the scanner always shows the full list either way.

A used benefit stays used, even across a level change. If a customer redeems a benefit, then drops back a level and later climbs up to that level again, it still shows as used — moving between levels doesn't reset it.

Earning limits

At the bottom of Stamps & reward, Points & reward, or Levels & benefits — whichever your card uses — is Earning limits: optional per-customer caps on how fast one card can earn, enforced on every scanner, till (POS) and integration. It starts off (No limits — every award goes through); turn on only what you need:

• Wait between awards — after a customer earns, their card can't earn again until this many minutes pass. Up to 10,080 minutes (7 days).
• Max per award — the most a single scan or sale can add.
• Max per hour, Max per day, Max per week, Max per month — the most a card can earn in that period, across every device and integration combined.

On a level card that counts visits, Count a visit sits at the top of this section (see above) — it decides what counts as an award in the first place.

When a customer hits a limit, the sale or scan still goes through — the card just doesn't earn. Staff scanning with the Passtastic Scanner app see what's still allowed before they add anything, and the customer's Activity later shows Not awarded: [the limit], so you can see exactly what happened.

Earning limits are per customer, not per device. They do apply to:

• A correction or Set balance made from the Passtastic Scanner app when it adds stamps or points — a scanner-side correction is capped the same as any other award.
• Stamps or points added through the Passtastic API when the call increases a balance.
• The points a customer earns for a counted visit on a visit-based level card — the visit itself always counts toward the level; only the points can be withheld.

They don't apply to:

• Spending or redeeming a reward.
• Corrections made by hand — adding, removing, or setting a balance — by an Owner or Admin in the dashboard.
• Campaign, welcome, and birthday rewards, and bulk rewards sent from the Customers page.
• Store-credit top-ups.

Want a cap on one device instead — the most a single scanner can give out per hour, to all customers combined? See Managing Your Locations.

Sign-up info

What you ask people for when they join.

• Tick what the form asks for: First name, Last name, Email, Phone, Birthday, Address. Every ticked detail is a required box on the form.
• Last name needs First name: ticking it ticks First name, and First name stays on while Last name is ticked.
• Cards made before October 2026 now ask for the first and last name too. Untick Last name here to ask for the first name only.
• Add custom questions (short answer, multiple choice, yes/no) on supported plans.
• You must keep at least one field when sign-up collection is on.
• Optionally offer a bonus coupon to returning customers, or require email confirmation before the card is added.

Where this runs

Only shown once your org has 2 or more active shops. Choose All shops (the default — every existing program is set this way) or Only some shops and tick the ones where this program should work. Customers keep their card everywhere, but a shop you leave out will refuse it — at the till, and for that shop's own sign-up link. See Choosing Which Shops a Program Runs At for the full picture, including what happens if you untick every shop or later remove one.

Nearby reminders

Send a notification when a customer is near one of your locations. Add a location, set the radius and message, and toggle the reminders on. (Turning the section off keeps your saved locations — it just stops the reminders.)

Included benefits

On membership cards and simple loyalty cards only, list everything a member gets with the card — one-time perks, perks that repeat on a schedule (like "one free coffee every day"), and perks that are always included (like a standing discount). See Included Benefits: What Comes With a Membership or Loyalty Card for the full walk-through.

Tips

• Test before you rely on it. Use Test card in the header to install a copy on your phone and check how edits look.
• One save covers everything. You can touch design, details, and sign-up in one sitting and save once.
• Drafts vs published. Brand-new cards are built in the create-a-program flow; once published, all edits happen here on Setup.

Common questions