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SleekPass SleekPass

Getting Started with SleekPass

This guide walks you through setting up SleekPass after installing it from the Shopify App Store.

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

What You’ll Set Up

Section titled “What You’ll Set Up”
  1. Customize your card design — colors, logo, and fields
  2. Enable email distribution — add wallet buttons to your order confirmation email
  3. Set up in-store sign-ups — print a QR code for walk-in customers

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

Step 1: Customize Your Card Design

Section titled “Step 1: Customize Your Card Design”

Open SleekPass in your Shopify admin and click Pass Design in the left navigation.

  1. Your Store — verify your store name and upload a logo (512x512px or larger). If you skip the logo, SleekPass generates a monogram automatically.
  2. Colors — pick a color preset from the swatches, or set individual colors for Apple and Google Wallet.
  3. Fields — choose what customer data appears on each card (order count, total spent, member since, etc.).
  4. Preview & Test — use the live preview and “Download test card” button to verify your design.
  5. Click Save.

For detailed options, see the Card Design guide.

Step 2: Enable Email Distribution

Section titled “Step 2: Enable Email Distribution”

Click Distribution in the left navigation. Under Order Confirmation Email:

  1. Click “Show Liquid snippet” to expand the code block.
  2. Click “Copy snippet” to copy it.
  3. Click the “order confirmation template” link to open your Shopify email editor.
  4. Paste the snippet before the closing </body> tag and save.

For detailed instructions and troubleshooting, see the Email Distribution guide.

Step 3: Set Up In-Store Sign-ups

Section titled “Step 3: Set Up In-Store Sign-ups”

On the same Distribution page, scroll to Sign-up Link:

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

For customizing the sign-up page and understanding the lead capture flow, see the In-Store Sign-ups guide.

What Happens Automatically

Section titled “What Happens Automatically”

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

  • Cards generate on every purchase. When a customer places an order, both Apple and Google Wallet cards are created automatically. Returning customers get their card data refreshed (updated order count, total spent, etc.).
  • Thank-you page shows wallet buttons. Add the Wallet Pass block to your checkout thank-you page to show “Add to Apple Wallet” / “Save to Google Wallet” buttons.
  • Customer account shows a “Loyalty Card” page. A dedicated page appears in the customer account navigation where customers can access their card at any time.
  • Card data updates on repeat purchases. Order count, total spent, and other dynamic fields update automatically.

Optional: Thank-You Page Block

Section titled “Optional: Thank-You Page Block”

To show wallet buttons on the checkout thank-you page:

  1. Go to Settings > Checkout in your Shopify admin.
  2. Click Customize.
  3. Add the Wallet Pass app block to the thank-you page.
  4. Save.

Optional: POS Scanning

Section titled “Optional: POS Scanning”

If you use Shopify POS in a physical store, see the POS Staff Guide for setup and usage instructions.

Next Steps

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