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Your First Customer Enrollment

Step-by-step guide to enrolling your first VIP Customer.

Prerequisites​

Before enrolling Customers:

  • Card tiers must be created
  • Locations must be configured
  • Perk rules must be defined

See previous getting started guides for setup.

Enrollment Methods​

  1. Customer scans a Sign-Up Card or Poster QR with their phone camera
  2. Landing page opens with enrollment form
  3. Customer enters name and contact info
  4. Customer accepts terms and age attestation
  5. Wallet pass issued immediately

The Sign-Up Cards and Poster QRs you hand out (or display) come from Sign-Up QR List (Sign-Up Cards) and Create → Poster QR (Poster QRs) in the portal.

Method 2: Staff-Assisted Enrollment (Sign-Up Scanner)​

  1. Staff opens the device in Sign-Up kiosk mode
  2. Scans the Customer's ID or enters their information manually
  3. Selects card tier
  4. Submits enrollment
  5. Sends wallet pass link to the Customer

After Enrollment​

  • Customer receives a wallet pass download link
  • Customer adds the pass to Apple Wallet or Google Pay
  • Customer can immediately use the card at the door
  • First visit creates a Customer record