Selling Bundles, Store Credit & Memberships Yourself
In Europe you can also sell these online — see Selling Memberships, Bundles & Store Credit Online.
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", or "500 tokens" if you count in your own unit. 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 — up to 50)
- Store credit: Currency and Value — the currency the credit is in, and how much the customer gets to spend. Selling something that isn't money, like arcade tokens or game points? Open Currency, pick Something else… and type your own unit (up to 30 characters). It's counted in whole numbers, and it's what customers see on their card and your staff see when they scan it. ← use a currency switches back.
- 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 online price here: you charge the customer at your own counter, however you normally would, then issue the card. If you sell pre-loaded store-credit cards there, for example a €12 balance for €10, you can set a Selling price so the scanner's totals count each sale: see Selling pre-loaded cards in Today's Store Credit on the Scanner.
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.
Sell it as a gift at the counter
When a customer buys a card for someone else, open Customers, click Invite customer, pick the program and tick This is a gift. Add the person's details and a message, choose when it should arrive and click Send gift. Recurring memberships can't be gifted. Details in Sell and Send Gifts.
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 left 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 buttons are Top up and Deduct. Top up — add credit the customer just paid for; it is logged with the store selected in Working at. Deduct — tap it and enter the amount to remove.
- 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:
- Deduct — remove 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 — and, for Owners and Admins, who did it.
Prices (store credit only)
Selling a few different things off one store-credit card — games at an arcade, wash packages at a car wash — instead of one flat balance? Give the card a price list: customers or staff pick what they're paying for, and the right amount comes off the balance automatically.
1. Open the program's Setup tab → Pricing.
2. Under Prices, click + Add price. Search for an existing item or type a new name — a new name is added to your shared Items catalog when you publish, the same as a points card's rewards. See Items & Rewards.
3. Set the price in the card's unit. A custom unit (like "Game Credits") only takes whole numbers; a currency takes up to 2 decimals.
4. Add as many prices as the card sells, and Remove any that no longer apply.
5. Show rewards on the back of the card (off by default) — turn it on to list every price on the back of the customer's wallet pass. It stays up to date whenever you change a price.
6. Publish — prices go live, like any other card change.
At the counter: with prices set, the scanner shows the price list above the manual amount entry. Staff tap a price and it's deducted — no typing. Not enough credit for it? Nothing is deducted.
Limiting which prices a scanner offers: open Locations → the shop → the scanner's gear icon → Products on this scanner → Only these, then tick the prices that scanner should offer, under Redeem. Tick exactly one and the scanner swaps the list for a single big button instead. Staff still need Can use manager actions turned on for that device to type their own amount instead of tapping a price. See Change Scanner Permissions.
Example: an arcade runs one "Arcade Credits" card across every machine — "1 Game" for 3 Credits, "Laser Tag" for 5 Credits. The laser-tag booth's scanner has only Laser Tag ticked under Redeem, so staff there see one big button and tap it. A car wash on a €-based store-credit card can do the same — Basic Wash (€8) at one bay, Full Detail (€25) at another.
From the dashboard: open Customers, find the customer, and tap Deduct (or the overflow menu's Deduct from balance). If the card has prices, they're listed to pick from, plus Other amount… for anything not on the list.
Team members limited to specific shops see "This card's prices are set by the account owner" instead of the price list — managing prices needs an Owner, Admin, or a member without shop restrictions.
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.