Selling Bundles, Store Credit & Memberships Yourself
What are these cards?
Passtastic lets you create three types of cards you sell and hand out yourself. You collect payment however you already do — cash, your own card machine, an invoice — and Passtastic just issues the digital pass and tracks what's left.
- Bundle — e.g., "10 coffees, one punched per visit." A set of visits or uses, redeemed one at a time.
- Store credit — e.g., "€50 credit to spend down." A balance the customer spends down over time.
- Membership — e.g., "3-month studio access." Time-limited access, checked at each visit.
No online payment is involved — you decide the price and how you collect it. Passtastic only tracks the balance and shows the card in the customer's Apple or Google Wallet.
Step 1: Create the card
1. Open Programs in the sidebar and click New program.
2. Choose a card type: Bundle, Store credit, or Membership.
3. Set what the customer gets:
- Bundle: Number of visits/uses (e.g. 10 coffees, 5 haircuts, 20 classes)
- Store credit: Value — how much credit the customer gets to spend
- All three: Valid for (days) — how long the pass stays active once issued. Leave empty for no expiration.
- What's included (or What members get for memberships) — a short list of what's covered, shown on the card. For memberships, this is a quick summary only — for the full benefits list with quantities and repeat schedules, see Add included benefits below.
- Terms (optional) — shown on the back of the card
There's no price field here — you're not selling through Passtastic. Charge the customer however you normally would, then issue the card.
4. Customize the design and locations, just like any other card.
5. Publish.
Step 2: Give it to customers
How you hand the card out depends on whether Data collection is turned on for this card (in the Setup tab).
Data collection ON — generate codes
Use this when you want to print or hand out codes without collecting each customer's details yourself — they fill in their own name when they install the card.
1. Open Customers in the sidebar and click Generate Codes.
2. Set Number of codes, Codes expire after (days), Code length, and an optional Batch label.
3. Click Create codes, then Download CSV or print the batch.
Each code is one-time use. Hand them out at the counter, print them on receipts or flyers, or turn them into QR stickers. When a customer redeems a code, they install the card pre-loaded with the visits, credit, or membership term you set.
Data collection OFF — add customers directly
1. Open Customers in the sidebar and click Invite customer.
2. Pick the program, then enter the customer's name and email (and phone if you want to message them later).
3. Confirm — Passtastic issues their card immediately with the starting balance you set. Leave Send email invitation ticked and they get a link by email; untick it and you get their invite code to pass on yourself.
Memberships only — import an existing list
If you already have your members in a spreadsheet, you don't have to add them one by one. Open Customers and click Import Customers to upload a CSV or Excel file — everyone gets their membership with the validity period you set, plus their own invite link, which takes them straight to Add to Wallet and, once opened, keeps working until the card is installed (an invite nobody opens expires with its code — just send a new one). See Import Your Existing Customers.
This works for memberships because they have no balance to carry over — just a start and an expiry date. Bundles and Store credit can't be imported: a spreadsheet can't say reliably whether "50" means fifty visits, fifty points or fifty euros, and guessing would hand out real value by mistake. Use codes or add customers directly for those.
Step 3: Track usage
Open Customers, find the customer, and open their card. Near the top you'll see how much is left:
- Bundle — visits used out of the total (e.g. "3 / 10 stamps")
- Store credit — the remaining balance
- Membership — when it expires, or "No expiration" if you left validity blank
Redeeming a use or spending credit
- Bundle: the customer's primary action button is Redeem — tap it each time they use a visit.
- Store credit: the primary action button is Spend — tap it and enter the amount to deduct.
- Membership has no balance to redeem — it's tracked purely by expiry date, so there's no redeem/spend button for it.
Correcting a balance
Open the customer's overflow menu (⋯) for more options:
- Withdraw points — deduct from a store-credit balance
- Set balance — correct a balance to an exact value
- Reset balance — set it back to zero
Every change shows up in the customer's Activity tab, so you always have a record of what was added, redeemed, or corrected.
Add included benefits (memberships only)
Memberships you issue yourself can also carry included benefits — a list of perks like "one free coffee every day," a set number of guest passes, or a standing discount. Set it up after publishing, from the program's Setup tab → Included benefits. See Included Benefits: What Comes With a Membership or Loyalty Card.