User guide

This guide is for the people who run the cards: owners, managers and staff. No technical knowledge is needed.

How WalletCraft works

1. You design a card — a template: colours, logo, what the card shows (name, points, level…).
2. Customers get their own card — from a link or QR code, from your website, from a CSV list, or you send it by email or SMS. They tap Add to Apple Wallet or Add to Google Wallet; no app to install.
3. You keep it up to date — points after a purchase, a new level, a message about this week’s offer. The card on the customer’s phone changes by itself, often with a notification on the lock screen.

In this guide

1. Getting startedAccess, signing in, the console at a glance.

2. Company profileYour name, contacts and policies on every card.

3. TemplatesDesign the card: gallery, colours, images, fields.

4. Issuing cardsLink and QR code, website button, CSV, email and SMS.

5. PassesFind, edit, resend or void any card.

6. CustomersProfiles, purchases, import, duplicates, privacy.

7. LoyaltyPoints, stamps, levels and the counter screen.

8. MessagesNews, service notices and birthday greetings.

9. AnalyticsIssued, added to Wallet, sources and cost per card.

10. TeamInvitations, roles, access and the activity log.

11. What customers seeThe card page, updates, getting a lost card back.

12. QuestionsCommon questions and troubleshooting.