Scanner App - Processing Multipass Cards
Overview
Use the Scanner App to manage multipass card visits and bonus points. Multipass cards allow customers to pre-purchase multiple visits—you can add purchased visits, redeem used visits, and process bonus point redemptions all from your mobile device.
What you can do:
Add prepaid visits to customer cards
Redeem visits when services are used
Process bonus point redemptions
Track visit balances in real-time
View customer and card information
Finding customers
Method 1: Scanning
Step 1: Initiate scan
Log in to the Scanner App
Tap the Scan button on the home screen
Your device camera activates
Step 2: Grant camera permission (first time only) If this is your first time using the scanner:
A permission request appears
Tap Allow to grant camera access
Camera activates and is ready to scan
Step 3: Scan customer card
Customer opens their multipass card on their phone
Position your device camera over the QR code
Hold steady until code scans automatically
Customer's card appears on screen
Method 2: Manual search
If scanning isn't possible, search for customers manually.
Step 1: Open search Tap the Search button in the Scanner App.
Step 2: Enter search criteria You can search by:
Name: Customer's first or last name
Phone number: Full or partial number
Email address: Full or partial email
Card serial number: Unique card identifier
Step 3: Select customer
Search results appear
Tap the correct customer
Their card displays on screen
Understanding multipass cards
What are visits?
Multipass cards contain prepaid visits that customers purchase in packages:
Customer buys visit package (e.g., 10 massage sessions)
Visits are added to their card
Each service use = 1 visit redeemed
Balance decreases with each redemption
Two transaction types
Adding visits: When customer purchases visit package, add visits to their card.
Redeeming visits: When customer uses a service, redeem a visit from their balance.
Bonus points (optional)
Some multipass cards award bonus points when visits are used:
Points earned for each visit redeemed
Points separate from visit balance
Can be redeemed for rewards or discounts
Optional feature based on card configuration
Adding visits to multipass cards
When to add visits
Add visits when:
Customer purchases a new visit package
Customer adds more visits to existing package
Promotional visit bonuses awarded
Correcting previous errors
Important: Always add visits after the customer has installed the card on their device.
Process
Step 1: Scan customer card Follow scanning or search process above.
Step 2: Set visit count
Customer card displays on screen
Locate the visit counter
Use + button (right side) to increase visit count
Set to number of visits customer purchased
Example:
Customer buys 10-visit package
Click + button 10 times
Or: Type number if direct entry available
Counter shows: 10
Step 3: Click Redeem Visits Despite the button name, this processes adding visits when you've increased the counter.
Step 4: Confirm transaction
"Successful Transaction" popup appears
Visits are added to customer card
Customer sees updated visit balance
Tap Done to return to scan screen
Redeeming visits from multipass cards
When to redeem visits
Redeem a visit when:
Customer uses a prepaid service
Customer attends appointment
Visit from package is consumed
Service is completed
Process
Step 1: Scan customer card Follow scanning or search process above.
Step 2: Set redemption count
Customer card displays with available visits
Use - button (left side) to decrease visit count
Usually redeem 1 visit per service
Can redeem multiple if customer uses multiple services
Example:
Customer has 8 visits remaining
Uses 1 massage service
Click - button once
Counter shows: -1 (indicating 1 visit to redeem)
Step 3: Click Redeem Visits Tap the Redeem Visits button.
Step 4: Confirm transaction
"Successful Transaction" popup appears
Visit is deducted from balance
Customer now has 7 visits remaining
Tap Done to return to scan screen
What happens after redemption
Customer card updates:
Available visits decrease
Used visits increase
Bonus points may be added (if configured)
Transaction appears in history
Customer sees:
Updated visit balance on their card
Remaining visits count
Next visit availability
Managing bonus points
Understanding bonus points
If your multipass card is configured to award bonus points:
Points earned when visits are redeemed
Separate from visit balance
Accumulate over time
Can be redeemed for rewards
Example:
Card awards 10 points per visit used
Customer redeems 5 visits
Customer earns 50 bonus points
Points available for redemption
Checking if points are enabled
Look for Points tab: If your multipass card awards bonus points, you'll see a Points tab in the Scanner App interface.
No Points tab visible: Your multipass card doesn't have bonus points enabled.
Redeeming bonus points
Step 1: Scan customer card Follow scanning or search process above.
Step 2: Access Points tab Tap the Points tab in the Scanner App.
Step 3: Set redemption amount
Current point balance displays
Use +/- buttons to set points to redeem
Cannot exceed available balance
Set amount customer wants to use
Example:
Customer has 150 bonus points
Wants to redeem 50 points for discount
Use - button to set: 50 points
100 points will remain after redemption
Step 4: Click Redeem Points Tap the Redeem Points button.
Step 5: Confirm transaction
Confirmation appears
Points are deducted from balance
Apply discount or reward
Tap Done
Viewing customer information
Information displayed
The Scanner App shows current, real-time customer and card information below the transaction buttons.
Customer information:
Name
Phone number
Email address
Installation date
Custom fields (if configured)
Multipass card information:
Available visits: Visits remaining to use
Used visits: Total visits already redeemed
Bonus points: Points balance (if enabled)
Card installation date: When customer got card
Last credit date: Last time visits were added
Last redemption date: Last time visit was used
Card expiration: If applicable
Note: Exact information displayed may vary based on your card configuration.
Why this matters
Real-time accuracy:
Always see current visit balance
Know bonus points available
Verify customer identity
Check card status before processing
Customer service:
Tell customer their remaining visits
Show bonus points earned
Encourage package renewal when low
Provide accurate visit tracking
Best practices
Adding visits workflow
When customer purchases:
Process payment
Have customer open their card
Scan their card
Add purchased visits
Confirm transaction
Show customer their new balance
Pro tip: Always add visits immediately after purchase while customer is present.
Redeeming visits workflow
When customer uses service:
Verify customer appointment
Scan customer card
Check visit balance
Redeem 1 visit
Confirm transaction
Thank customer and mention remaining visits
Pro tip: Tell customer: "You have 7 visits remaining!"
Managing low balances
When visits are running low:
Alert customer when 2-3 visits remain
Offer renewal package before they run out
Explain package options
Process purchase and add visits immediately
Proactive approach: "You have 2 visits left. Would you like to purchase another package today?"
Bonus points strategy
Encourage accumulation:
Tell customers about points earned
Explain redemption options
Remind of current balance
Create excitement about rewards
Redemption timing:
Let customers choose when to redeem
Suggest using points for higher-value services
Celebrate milestone achievements
Troubleshooting
Visit transaction issues
Can't add visits:
Verify customer card is installed
Check card isn't expired
Ensure internet connection
Confirm customer identity
Try rescanning card
Can't redeem visits:
Check customer has available visits
Verify balance isn't zero
Ensure card is active
Confirm customer identity
Check internet connection
Wrong number of visits added:
Adjust in customer profile (main dashboard)
Or: Add/redeem difference using scanner
Document correction in notes
Inform customer of correction
Bonus points issues
Points tab not showing:
Card may not have points feature enabled
Check card configuration
Verify correct card type
Points may not be part of this card
Can't redeem points:
Check customer has sufficient balance
Verify redemption amount doesn't exceed balance
Ensure card is active
Try rescanning card
Points not updating:
Wait for sync (few seconds)
Rescan card to refresh
Check internet connection
Verify transaction completed
Scanning issues
Card won't scan:
Improve lighting
Clean camera lens
Ask customer to increase screen brightness
Hold device steady
Try manual search instead
Wrong customer appears:
Verify QR code
Rescan carefully
Use search to double-check
Confirm identity verbally
Common scenarios
Scenario 1: First-time package purchase
Customer buys 10-visit massage package:
Process payment ($500)
Customer installs multipass card
Scan customer card
Add 10 visits using + button
Click Redeem Visits
Confirm transaction
Customer sees 10 available visits
Scenario 2: Using a visit
Customer arrives for appointment:
Check customer in for appointment
Scan customer card
Verify 7 visits available
Redeem 1 visit using - button
Click Redeem Visits
Complete service
Tell customer: "6 visits remaining"
Scenario 3: Topping up visits
Customer has 2 visits left, buys 10 more:
Process payment for new package
Scan customer card
Current balance shows 2 visits
Add 10 visits using + button
Click Redeem Visits
New balance: 12 visits
Confirm with customer
Scenario 4: Redeeming bonus points
Customer wants to use 100 bonus points:
Scan customer card
Check points balance (200 points available)
Tap Points tab
Set 100 points using - button
Click Redeem Points
Apply $10 discount (or equivalent reward)
100 points remain on card
Frequently asked questions
Can I add visits before the customer installs the card? No, always add visits after the customer has installed the card on their device.
What's the difference between adding and redeeming visits? Adding increases the visit balance (when purchased). Redeeming decreases it (when used).
Can I redeem multiple visits at once? Yes, use the - button multiple times to redeem multiple visits in one transaction.
Do bonus points expire? Depends on your card configuration. Check your card settings for point expiration rules.
Can customers use bonus points to purchase more visits? Depends on your business rules. Typically, bonus points redeem for discounts or services, not for buying more visits.
What if I accidentally redeem a visit? You can add it back using the + button, or adjust in the customer profile on the main dashboard.
How do I know how many visits a customer purchased? Ask the customer or check their purchase history in the main dashboard before adding visits.
Can customers see their bonus points on their card? Yes, if bonus points are enabled, customers see their point balance on their card.
What happens when visits reach zero? Customer needs to purchase a new visit package. The card remains active but has no available visits.
Can I process a visit redemption if the customer doesn't have their phone? Yes, use the manual search function to find their card by name, phone, or email.