A PassKit account

A Square account with a subscription to Square Loyalty

A Zapier or Make account

Unique Identifier: We'll use your PassKit Pass ID (PID) as the Square Reference ID. This ensures each customer has a unique identifier in both systems.

Integration Setup: Follow the steps below to set up your integration using PassKit's PID as the Square Reference ID.

Existing IDs: If you already use Square Loyalty, each customer likely has a unique reference ID in Square.

Alternative Setup: Check back soon for detailed instructions on integrating with existing Square Loyalty IDs. It will use Square as the starting point for your automation.

Contact Us: In the meantime, if you need help before the instructions arrive, please reach out to us.

Use the PassKit portal design your loyalty card (or membership card).

Make sure the barcode content is encoded with ${pid}.

Design your data collection page to capture customer information during enrollment.

Set the External ID Autofill to "Email Address" or "Phone" to prevent duplicate enrollments.

Follow Square's instructions to set up your loyalty program.

Use make or Zapier to create an automation triggered by pass creations.

Map the Pass ID to the Square Customer Reference when creating new customers in Square.

Enroll a test user ay the Pass Distribution link.

Verify that the user's profile is created in Square with the PassKit PID as the reference ID.

Try enrolling the same user again.

Confirm you receive the "External ID Error Message".

Simulate a customer transaction using a test loyalty card.

Verify the Customer Record is correctly called up.

Ensure points/rewards are associated with the customer's account.

Test successful and unsuccessful scenarios.

Train staff on scanning, troubleshooting, and handling customer inquiries.

Conduct role-playing exercises to ensure smooth operation.

Share the Pass Distribution link to allow your customers to sign up to your Loyalty Program.