Getting Started

This guide walks you through setting up SleekPass after installing it from the Shopify App Store. The entire process takes about 10 minutes.

By the end, your store will be issuing Apple and Google Wallet loyalty passes to customers automatically.

What You’ll Set Up

1. Customize your pass design — colors, logo, and fields (3 minutes)
2. Enable email distribution — add wallet buttons to your order confirmation email (2 minutes)
3. Set up in-store enrollment — print a QR code for walk-in sign-ups (1 minute)

Everything else — order status pages, customer account pages, and auto-generation on purchase — works out of the box with no setup.

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Step 1: Customize Your Pass Design (3 minutes)

Open SleekPass in your Shopify admin and click Settings in the left navigation. The page is titled “Pass Design” and has five sections. You only need to review three of them to get started.

Your Store

The first section, “Your Store”, has two fields:

• Store Name — pre-filled with your shop name. This appears on every pass. Change it if you want a different brand name on the pass (e.g., “Bean & Brew” instead of “bean-and-brew”).
• Logo — upload a square image (512x512px or larger). The logo appears rectangular on Apple Wallet passes and circular on Google Wallet passes. If you skip this, SleekPass generates a monogram from your store initials automatically.

Colors

The “Colors” section controls the color scheme for both platforms.

Quick start: Pick a color preset from the row of circular swatches at the top (labeled “Quick start — pick a color scheme”). Clicking a swatch sets all color values for both Apple and Google passes at once.

Manual control: Below the presets, you can set individual colors:

• Apple Wallet has three color pickers: Background, Text, and Labels. If the contrast between Background and Text is too low, a warning banner appears.
• Google Wallet has one color picker: Background. Google automatically selects the text color based on your background.

Each color picker shows a native color swatch alongside a hex text input (e.g., #00704A), so you can either click to pick or type a precise brand color.

Fields

Both the “Apple Wallet” and “Google Wallet” sections have a Fields area where you choose what customer data appears on the pass. Each field slot has a dropdown to select the data type and a text input to customize the label.

Available field types:

Type	Default Label	What It Shows
None	—	Hides the field slot
Full Name	NAME	Customer’s display name
First Name	FIRST NAME	Customer’s first name
Last Name	LAST NAME	Customer’s last name
Email	EMAIL	Customer’s email address
Order Count	ORDERS	Number of orders
Total Spent	SPENT	Lifetime spend with currency (e.g., “$456.78”)
Member Since	MEMBER SINCE	Date formatted as “Mon YYYY”

If you have customer metafields defined in Shopify, they also appear in the dropdown under a “Metafields” separator.

Apple Wallet fields:

• Header (Top Right) — one field slot. Appears at the top right of the pass, next to the logo.
• Body Left and Body Right — two field slots side by side, below the strip image.

Google Wallet fields:

• Row 1 Left and Row 1 Right — the primary data row on the pass (mapped to loyalty points and secondary points).
• Row 2 Left and Row 2 Right — a secondary data row below.

The Program Name field in the Google Wallet section is required (defaults to “Rewards”). It appears as the subtitle below your store name on the Google pass. Common choices: “Rewards”, “VIP Club”, “Loyalty”.

Optional: Images

• Strip Image (Apple Wallet section) — a banner image displayed between the header and fields. Recommended size: 1125x432px.
• Hero Image (Google Wallet section) — a banner at the bottom of the pass. Recommended size: 1032x336px.

Both use a drag-and-drop upload area. After uploading, a thumbnail preview appears with a Remove button.

Preview and Test

Both the Apple Wallet and Google Wallet sections show a live preview on the right side that updates as you make changes. A note below each preview reads “Preview is approximate.”

Below each preview, there is a “Download test pass” button:

• Apple: Downloads a real .pkpass file that you can open on your Mac or iPhone.
• Google: Opens the Google Wallet save link in a new tab so you can add a test pass to your Google Wallet.

Use these to verify your design before going live.

Save

When you have made changes, the Save button in the top right of the page becomes active. Click it to save. A toast notification confirms “Settings saved.”

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Step 2: Enable Email Distribution (2 minutes)

In the same Settings page, scroll down to the “Distribution” section. You will see three distribution channels. The second one is “Order Confirmation Email”.

1. Click the “Show Liquid snippet” button to expand the code block.
2. Click “Copy snippet” to copy the Liquid code to your clipboard.
3. The instructions above the code block say: “Paste before the closing </body> tag in your order confirmation template.” The words “order confirmation template” are a direct link to your Shopify email template editor — click it to open the editor in a new tab.
4. In the Shopify email editor, scroll to the bottom of the template, paste the snippet before the closing </body> tag, and save.

Customers who receive order confirmation emails will now see “Add to Apple Wallet” and “Save to Google Wallet” badge buttons that link directly to their personalized pass.

For more detail, see the Email Setup Guide.

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Step 3: Set Up In-Store Enrollment (1 minute)

Back in the “Distribution” section of Settings, the third channel is “Sign-up Link”.

This section shows:

• A read-only URL (your store’s public enrollment page) with a Copy button. You can share this link anywhere — social media, printed materials, your website.
• A QR code image below the URL with a “Download QR” button.

To set up in-store enrollment:

1. Click “Download QR” to save the QR code image.
2. Print the QR code and place it on your checkout counter, table tent, or window signage.

When customers scan the QR code with their phone, they land on a simple sign-up page where they enter their email and (optionally) their name. After submitting, they see “Add to Apple Wallet” and “Save to Google Wallet” buttons to save their pass immediately.

This also creates a customer record in your Shopify admin if one does not already exist, so it doubles as a lead capture tool for walk-in visitors who have not made a purchase yet.

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What Happens Automatically

Once you have completed the steps above, these features work with no additional setup:

• Passes generate on every purchase. When a customer places an order, both Apple and Google Wallet passes are auto-generated. Returning customers get their pass data refreshed (updated order count, total spent, etc.).
• Order status pages show wallet buttons. Every order’s status page in the customer account automatically displays “Add to Apple Wallet” / “Save to Google Wallet” buttons. No configuration needed.
• Customer account shows a “Your Loyalty Card” page. A dedicated page appears in the customer account navigation where customers can access their pass at any time.
• Pass data updates on repeat purchases. Order count, total spent, and other dynamic fields update automatically when a customer makes another purchase.

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Optional: Thank-You Page Block

When you first open SleekPass, the Home page shows an info banner titled “Enhance your checkout”:

Wallet pass buttons automatically appear on order status pages. To also show them on your thank-you page, add the Wallet Pass block in Settings > Checkout > Customize.

To set this up:

1. Go to Settings > Checkout in your Shopify admin (or click the link in the banner).
2. Click Customize.
3. In the checkout editor, add the Wallet Pass app block to the thank-you page.
4. Save.

This adds wallet buttons to the one-time thank-you page that customers see immediately after completing checkout, before they navigate to their order status page.

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Optional: POS Scanning

If you use Shopify POS in a physical store, SleekPass adds a “Scan Loyalty Card” tile to the POS smart grid.

Setup:

1. Open the Shopify POS app on your device.
2. Go to the home screen smart grid settings.
3. Add the “Scan Loyalty Card” tile (subtitle: “Identify customer by QR code”).

How it works:

1. A customer shows the QR code from their Apple or Google Wallet pass.
2. Staff taps the “Scan Loyalty Card” tile — the device camera activates.
3. Point the camera at the QR code.
4. On a successful scan, the modal shows the customer’s name, order count, and total spent. The customer is automatically linked to the current sale. A toast confirms: “[Name] linked to sale.”
5. Tap “Done” to dismiss, or “Scan Another” for the next customer.

For staff training details, see the POS Staff Guide.

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Your Dashboard

The Home page (click Home in the left navigation) shows two cards:

• Overview — four stats: Passes Issued, Apple Wallet count, Google Wallet count, and POS Scans.
• Recent Passes — the last 5 passes with customer name, creation date, and platform badge (Apple/Google).

Check this page to monitor adoption after launch.

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Next Steps

• Email Setup Guide — detailed walkthrough of the Liquid snippet and testing
• POS Staff Guide — training guide for store staff on scanning loyalty cards
• FAQ — answers to common customer questions about wallet passes