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Customer profile — Multipass card

Manage visits, bonus points, and customer details for Multipass cards directly from the customer profile.

Written by Dan. A
Updated this week

Overview

When you open a customer's profile for a Multipass card, you can add or remove visits, manage bonus points, correct mistakes, update card settings, send push notifications, and review feedback — all from your dashboard without needing the Scanner app.


Profile metrics

When you open a customer's Multipass card profile, the following metrics are displayed:

  • LTV (Lifetime Value) — Total amount of all purchases since the customer joined the loyalty program, calculated from the purchase sum of visits

  • Redeemed visits — Number of visits the customer has used

  • Available visits — Number of visits remaining on the card

  • Visits sold — Total number of visits added to the card

  • Last visit redemption — Date the most recent visit was redeemed

  • Last visit added — Date the most recent visit was added

  • Bonus balance — Number of points earned

  • Total visits — Total visits the customer has made (including visits removed from the backend)

  • Visits by referral program — Visits earned through referrals

  • Segments — The customer's RFM segment

  • Feedback rating — The customer's feedback score

  • Card status — Whether the card is installed, not installed, or deleted

  • Card serial number — The unique identifier for the customer's card

  • Installed on device — How the card was installed (home screen/PWA, Apple Wallet, or Google Wallet)

  • Card expiration date — Can be edited from the profile

  • UTM — The distribution channel the card was installed through

  • Card issue date — When the card was issued


Adding visits

When a customer purchases a package of visits, add them to their card.

  1. Click the plus (+) icon next to Available visits.

  2. Enter the number of visits in the Value field.

  3. Optionally enter a Purchase amount if the customer made a payment.

  4. Optionally add a Comment.

  5. Click Apply.

The available visits, visits sold, and LTV (if a purchase amount was entered) will all increase.


Removing visits

If visits were added by mistake, you can correct it from the profile.

  1. Click the minus (−) icon next to Available visits.

  2. Enter the number of visits to remove in the Value field.

  3. Optionally enter a Purchase amount and add a Comment.

  4. Click Apply.

The available visits and redeemed visits will decrease. The LTV remains the same unless a purchase amount was entered.


Adding bonus points

If your Multipass card awards points for redeemed visits, you can also add points manually.

  1. Click the plus (+) icon next to Bonus balance.

  2. Enter the number of points in the Value field.

  3. Optionally enter a Purchase amount and add a Comment.

  4. Click Apply.

The bonus balance increases. The LTV increases only if a purchase amount was entered.


Removing bonus points

  1. Click the minus (−) icon next to Bonus balance.

  2. Enter the number of points to remove in the Value field.

  3. Optionally enter a Purchase amount and add a Comment.

  4. Click Apply.

The specified points are deducted from the customer's card.


Changing card status

To delete a card from a customer's profile:

  1. Click the pencil icon next to the card status.

  2. Click the Delete button that appears.

Once deleted, the card status changes to "Deleted" and you can now remove the customer entirely from your dashboard if needed.

Important: This does not remove the card from the customer's phone. The customer must delete it manually. The card will no longer function even if they keep it on their device.


Modifying card expiration date

  1. Click the pencil icon next to the card expiration date.

  2. Select the new date from the calendar that appears.

The updated expiration date is applied automatically.


Viewing custom fields and personalized links

Click View Custom Fields to see any custom data associated with the customer.

To copy the customer's unique links:

  • Card installation link — Click Copy next to the installation link

  • Referral link — Click Copy next to the referral link

These links are specific to this individual customer.


Sending a push notification

  1. Click the Send Push tab.

  2. Select the card.

  3. Optionally schedule the message for a future time.

  4. Type your message in the message box.

  5. Send.

The push notification is sent only to this customer.


Viewing customer information

Click the Information tab to view and edit the customer's personal details.

Note: Changes made here do not affect the original personal information displayed on the card itself.


Viewing customer feedback

Click the Feedback tab to view the customer's feedback history. You can filter by day, week, month, year, all time, or a custom date range. Tick Only Comments to view only feedback that includes written comments.


FAQs

Can I add visits without the Scanner app?

Yes. Open the customer's profile, click the plus (+) icon next to Available visits, enter the number of visits, and click Apply.

What happens to the LTV when I remove visits?

The LTV remains unchanged unless you also enter a purchase amount during the removal. If no purchase amount is entered, only the visit count changes.

Can I edit the customer's personal information from their profile?

Yes, but changes made in the Information tab do not update the information displayed on the card itself.

What does "Total visits" include?

Total visits counts all visits the customer has made, including any visits that were removed from the profile via the backend. It represents the full activity history.

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