# Multipass {% embed url="" %} Multipass card video tutorial {% endembed %} ### How Multipass Works: A Multipass Loyalty Card allows customers to pre-purchase multiple visits or services in advance. Each time they redeem a visit, it is deducted from their card. This is ideal for businesses like yoga studios, fitness centers, or beauty services, where clients can buy a set number of sessions (e.g., 10 manicure visits). Additionally, businesses can reward points for each visit, which customers can later redeem for other products or services, enhancing engagement and retention. 1. Upon successful login, navigate to the left-hand menu. 2. From the list of modules, click the

icon. Doing so opens the Cards module.

3. Here, you can either create a card using a template from a list of a wide range of pre-loaded templates or create one from scratch. To develop a better understanding, we will take a look at card creation from scratch.
4. To do so, click the

button.

5. This initiates the Multipass card creation workflow. A card is created by filling in the details in 5 sections that include Card Type, Settings, Design, Information, and Save and preview. Let us take a look at how each section works. ### **Card Type** 1. This is the first section. Here, you make a selection regarding the type of card you want to create.
2. From the available card types, click **Multipass**.
3. Once selected, click the **Continue** button. As a result, you land on the **Settings** section.

### **Settings** 1. Here, choose the Barcode Type to determine how the card can be scanned and recognized by a system.

**Happy hours -** A setting that allows you to select the time period during which an increased number of points will be credited to the card when a customer visits (in accordance with the specified parameters). ❗️ **Please note** that this option only works for the Spend and Visit mechanics. This points has no specific expiration date.

2. Select the expiration date for the card using the radio buttons under the Card Expiration Date heading. \ **Card expiration date unlimited -** the card has no expiration date. The client can use it as much as he/she wants. **Card expiration date Fixed term -** The customer will not be able to use the card when this date occurs. The card will not be deleted from the client's phone. **Card expiration date Fixed term after card issuing -** As this option is selected, the Term dropdowns are displayed. Here, you can select the number of days upon card activation after which it expires.

4. Similarly, select the stamp validity using the radio buttons under Stamp Life heading. In case you choose Fixed term after stamp earned, the Term dropdowns are displayed.

5. Lifetime points determine whether loyalty points last forever or expire after a specific duration.

6. **In the Locations** field, enter the location(s) of your business to send the push message. This push will be received by the customer who has a card installed in Apple Wallet. The customer will receive this push when they are within range (100 meters). You can add multiple locations, it can be any address, not necessarily a business address. [Learn more about how to set up (change) geolocation push](https://docs.boomerangme.cards/geolocations/geolocations).

5. **The language** in which you want to create the multipass card using the dropdown.

5. **Date Format -** determines how the date is displayed on the card. If the card does not have an expiration date, this setting is irrelevant.

**Thousands Separator** **Decimal Separator -** this setting defines how the point balance will be displayed on the customer's card installed on their phone.

5. The "Purchase amount when charging" setting if turned on requires the purchase amount to be entered whenever a transaction is processed. The entered purchase amount will be counted in the ROI statistics, in the revenue figure.\ ✅Applies only to transactions made via the scanner. If this setting is disabled, the visite amount is optional when using the scanner. But the window for entering the amount will be displayed, you can skip it.\

6. **The** **Card Issuing Form** - here, you can define the fields you want to include on the card. You can delete any fields using the shopping cart icon. A phone number or email is required. This is the form that the customer fills out when the card is installed. In case you want to make a field mandatory, enable the **"Required" toggle**. This means the customer won’t be able to install the card without filling in this field. **The "Unique" toggle** means that this field must contain unique values — typically used for phone numbers. We do **not** recommend making other fields unique. For example, if you mark the "Name" field as unique, it would mean that another customer with the same name wouldn't be able to install the card. You can add fields, you can rename the name of the fields. If you want to create a new field, click the **Add field** button. This adds a new field from where you can select the field type and enter the name of the field for it to be added on the card.

7. If you want to delete a field, click the cart button.

8. **UTM** - here, you can create a channel link for the analytics to be tracked of the traffic generated by that channel. For instance, if you add Facebook in this field, Boomerangme will generate a URL automatically associated to a UTM tag. You can create as many links as you want with a UTM tag. This way you can understand which loyalty card distribution channel works best.

You see a unique link with a UTM tag and a QR code with the same UTM tag. Later you will be able to see in the statistics how many clients have installed the card by this tag.

9. Next, you can configure the **Phone mask**, **Privacy policy**

The **Phone Mask -** from the drop-down list you can select which country prefix will be specified by default in the card issuance form. If the client has a phone of another country, it is not a problem, the client will be able to choose another country. **Privacy policy -** consent is displayed on the card's release form. The customer must accept the condition before installing the card. This text can be supplemented if necessary. In case you want to include the privacy policy on the card, enable the toggle button next to the Privacy Policy heading. Moreover, you can also edit the privacy policy using the field below the heading. In case you want to include consent while processing personal information of the user, enable the toggle button next to **Consent to the processing of personal data** heading. 10. Next, you can configure the **Google Wallet Installation button and PWA Installation button**.

**Google Wallet Installation button -** if enabled, allows the Google Wallet button to be displayed in the card installation form thereby allowing customers to add their digital loyalty card to Google Wallet for easy access. Useful for Android users. **PWA Installation button -** if turned on, enables the PWA (Progressive Web App) button on the card install form. It behaves like a native mobile app but doesn’t require installation from an app store. Customers can install the loyalty card as a web app on their devices. 11. Next, you can configure the **Limit the number of cards issued** controls how many cards can be distributed (0 means unlimited).

**Number of birthday points -** on the customer's birthday, the specified number of additional points will be credited to their card. The customer will receive a push notification that their points balance has increased.\ This will work if you use points in this type of card. Points are credited when a visit is debited. **Number of birthday stamps -** on the customer's birthday, the specified number of additional stamps will be credited to their card (in this type of card, a stamp means a visit). The customer will receive a push notification that their stamp balance has increased. This stamp does not have a specific expiration date. 12. If you want to include a customized script for analytics, you can include this script in the Analytics field.

13. Once the required fields are filled, click the **Continue** button. This takes you to the **Design** section.

### **Design** 1. This section lets you configure the design of the multipass card.
2. In the "Stamp Count" section, specify the total number of visits available on the membership. For example, if you set it to 14 and the client purchases a membership for 10 visits, only 10 stamps will be active, while the remaining 4 will appear as inactive. \ \ This setting cannot be changed after the card has been activated. You cannot change the position of stamps (i.e. you cannot make the stamps in one row, etc.). The position of stamps is strictly defined and depends on the number of stamps.

3. Use the Active Stamp dropdown to select the icon for representing how the active stamp would appear. An active stamp shows the number of visits the client still has available. \ You can either select an icon from the list or upload your own image following the recommended size guidelines.

4. Similarly, use the Inactive Stamp dropdown to choose the icon representing an inactive stamp.\ An inactive stamp shows how many visits the client has already used — visits that are no longer available. You can either select an icon from the list or upload your own image.

5. Click the Select File button from the Logo heading to choose a logo to be displayed on the card and on the release form from your system storage.

6. Similarly, click the Select File button from the Icon heading to choose an icon from your system storage to be displayed in the push messages

7. Choose an icon from your system storage for the background under the stamps by clicking the Select File button under the Background under stamps heading.

8. From the Colors section, you can set the colors for Card Background, Text Color, Stamp Background, Outline Color, Active Stamp, Inactive Stamp, and Background under stamp. \ In the block with colors you can choose the color of the card, the color of the active and inactive stamp, the color of all text information that is visible on the front side of the card. \ this setting works only if you select icons from the drop-down list (active and inactive stamp)

9. From the Fields Name heading, you can use the Field dropdown to select the type of field that appears on the card.

10. Similarly, the Field Name field allows you to enter what text appears on the card in the defined field ( right column). For example, if you select the field “name”, you can rename it to “cardholder”

11. In case you want the logo to appear on the Card Issuing Form, enable the Show logo at card issuing form toggle button.

12. Similarly, enable the Show background color on card issuing form toggle button in case you want the background color to appear on the card issuing form.

13. Once all the selections are made, click the **Continue** button. Resultantly, you land on the **Information** section.

### **Information** 1. This section lets you fill relevant information in the card. The impact of each field can be viewed in the mobile screen preview displayed on the right side of the screen.
2. Use the **Card Description** field to enter a short description of the card.

3. Use the **Company Name** field to enter the name of your business. This text will be displayed in the push notification title

4. Use the Service field to enter the name of the service offered through the card. If this field is filled in, it is displayed instead of one of the custom fields on the card.

5. The field "Number of points for using the card" determines the number of points awarded to the client for using the card, i.e. using the visit. If the value is 0, then the upper right field on the card will not be displayed). That is, points will not be awarded and this field will not be displayed on the client's card.

6. Similarly, enter the message to be displayed to the customer when the card is used for a transaction using the **Message about the accounted use of the card** field. You can change the text but be sure to leave the hash sign.

Message about the accounted use of the card

7. Choose whether you want to activate the referral program using the Active and Inactive radio buttons under the **Referral Program** heading.

8. Define when the bonus is issued to a customer from the options available under the **Get bonus at the moment when** heading. At this step you need to select the rules when this bonus should be added at the time of installing the card or at the time of using the card.\ \ Using the card means writing off the visit. That is, when the person who was invited comes to the service

9. Choose the number of points a customer earns upon sharing their card via the referral program using the **Number of points for the referrer** heading.

10. Similarly, choose the number of points a new customer earns upon registering via the referral program using the count icons under the **Number of points for a referral** field.

11. Choose the number of stamps (visits) awarded to the customer upon sharing the card via referral program using the **Number of uses of the card for the referrer** heading.

Number of uses of the card for the referrer

12. Set the number of stamps (visits) awarded to the customer upon registering via the referral program from the count icon under the **Stamps count for the new customer** heading.

13. From the Active Links heading, choose the type of link you want to include on the card using the **Type** dropdown. The available options include URL, Phone, Email, and Address.

14. Enter the website URL in the **Link** field.

15. Enter the text to appear on the card using the **Text** field.

16. To remove an active link, click the cart button.

17. To add another link, click the **Add Link** button. This adds a new row for another link to be recorded.

18. Similarly, use the link type dropdown and link fields under the Feedback Links heading to add your business links for the customer reviews to be recorded. The client will see this link only after he receives a stamp and rates it (how he liked the visit). This link will appear on the back of the card.

19. In case you want to include Terms of use on the card, enable the toggle button next to Terms of Use heading.

20. Enter any terms of use you want to include on the card using the Terms of Use field.

21. Use the Link to full terms and conditions field to provide a link to the complete T\&Cs of your business.

22. Use the Company Name, Email, and Contact Number fields under the Issuer Information heading to record the card issuer details to be displayed at the back of the card.

23. To activate the template, click the **Activate** button under the card preview.

24. Once the details are recorded, click the **Finish** button.

**Save & Preview** 1. As the Finish button is clicked, the Preview popup is displayed. 2. From here, you can scan the QR code of the card.

3. To copy the link of the car, click the **Copy link** button.

4. Click the **Activate Card** button to activate the card. Activate the card only after you are sure of the settings. While the card is not active, only 10 people can install it.

* After activating the card, the main settings cannot be changed. In this window you see a list of settings that cannot be changed.