Passes for membership tiers and shops

You don't have to give every customer the same wallet pass. Keep a default pass for everyone, and add passes with their own design for a specific membership tier, a specific shop, or both. VIP members can carry a differently branded card, and if you run several shops, each one can have a pass in its own language and look.

How multiple passes work

Two settings at the top of the pass editor decide who a pass is made for:

Combining them gives you these kinds of passes:

Each pass also has a Status. Set it to Active when the pass is ready for customers, and keep it as Draft while you work on the design.

Which pass a customer gets

Only Active passes count. Toki picks a customer's pass in this order:

1. A tier pass. Among the tiers the customer holds, Toki takes the one that comes last in the order you set with Reorder on the Memberships page and has an active pass. If that tier has both a pass for the customer's shop and a pass for all shops, the shop pass wins.
2. Otherwise, the default pass: the one made for the customer's shop if there is one, or the one made for all shops.

So a tier pass always comes before a shop pass, and the shop only decides between two passes of the same kind. If two active passes are made for the same tier and shop, Toki uses the newer one. The add-to-wallet buttons in your on-site wallet show only for customers who match an active pass.

When a customer joins or leaves a tier, Toki refreshes the pass on their phone right away, and it changes to the pass that matches them now. The customer keeps the same card in their wallet and doesn't need to add it again.

Create a pass for a membership tier

1. Open Wallet Passes and click New. If you have no passes yet, click Create new pass.
2. In Membership, pick the tier. Type to search if you have many tiers.
3. Design the card. The new pass starts from the design of your most recent default pass, so you only change what should look different for this tier.
4. Optional: show the tier name on the card. Once a tier is selected, Header type, Secondary Field 1, and Secondary Field 2 offer an extra option, Membership, which shows the customer's tier name.
5. Set Status to Active when the pass is ready for customers.
6. Click Save in the bar at the top.

After you save a new pass, Toki opens it in the editor so you can keep working on it.

Create a pass for one shop

If you run more than one shop, the pass editor shows a Shop field.

1. Open Wallet Passes and click New.
2. In Shop, pick the shop.
3. Leave Membership as Default for a pass every customer of that shop can get, or pick a tier as well to make a pass for that tier's members at that shop.
4. Design the card. For example, write the Title, custom fields, and back fields in the shop's language.
5. Set Status to Active and click Save.

Find your passes

Open Wallet Passes. Passes are grouped under Active Passes and Draft Passes. Each card shows:

• A small preview of the pass.
• Its name: the membership tier it is made for, or Default.
• The shop it is made for, or All shops.
• An Active badge on active passes.

Default passes come first, then tier passes in the order of your membership tiers. Click Edit on a card to open it.

Change a pass's tier or shop

1. Open Wallet Passes and click Edit on the pass.
2. Change Membership or Shop. Clear Membership to turn the pass into a default pass. Clear Shop to use it for all shops.
3. Click Save.

Toki then refreshes the passes already installed on customers' phones.

Once you clear Membership, the Membership option is no longer offered for Header type, Secondary Field 1, and Secondary Field 2. Pick another option for any field that used it: a default pass has no tier to show, so that field stays empty on Apple Wallet, and on Google Wallet an empty header shows the customer's name instead.

If a membership tier is deleted

When you delete a membership tier that has its own pass, the pass stays on the Wallet Passes page with the name Membership deleted. Open it and pick another tier in Membership, or click Delete in the top-right corner and confirm to remove the pass.

Related

• Wallet passes
• Pass fields
• Pass design and branding
• Membership tiers