A tour of the dashboard

The dashboard is grouped into a few areas - Passes, Audience, Scanning and Settings. This is what each place is for.

Overview

Overview is the landing page. It shows the onboarding checklist while you're setting up, and four counters once you're running:

• Issued passes - how many passes exist on the account.
• Added to wallet - how many have been installed on a real device. The gap between this and issued passes is your install rate, and it's the number worth watching.
• Notifications sent - how many passes have received a message.
• Templates - how many designs you have.

Each counter shows movement over the last month, so you can see direction as well as total.

Passes

Passes is the record of every pass you've issued. From here you can:

• Search by your own reference or by pass ID.
• Filter by template and status, and sort by newest, oldest or reference.
• Select rows and act on them in bulk - add tags, remove tags, archive.
• Download the current view as a CSV.
• Switch between the Active and Archived tabs.

Click any pass to open its detail page, where you'll find its install link and QR code, whether it's been added to Apple or Google Wallet, its install history, and a panel for sending that single pass a test message.

See Issuing a pass and Tags and bulk actions.

Pass templates

Pass templates holds your designs. Each template has two tabs:

• Pass template - the visual builder, with a live Apple/Google preview.
• Issuance form - an optional hosted form that lets people claim a pass themselves.

See Pass templates: the basics and Issuance forms.

Customers

Customers appears once you've connected a customer list (a CRM). It's the directory of contacts synced from Klaviyo, Mailchimp, HubSpot, Constant Contact, Campaign Monitor, ActiveCampaign, Omnisend or Me&u - each with their details, which lists and segments they're in, how many passes they hold, and their personal install link. Passes are created from these records automatically when a customer adds one.

This section is hidden until a CRM is connected. See Integrations overview and Turn customers into passes.

Notifications

Notifications is where you message pass holders. Choose New notification to pick how you send - compose one in PocketPass, or trigger the same push from your CRM, the API, or Zapier. The list shows every campaign with its audience, when it went, how many were delivered and its status. Open one for the full delivery report.

See Sending a notification and Choosing an audience.

Developer tools

Two entries, both under Settings but surfaced in the sidebar because they're used often:

• API keys - create and revoke the keys that authenticate REST API calls. See API keys and authentication.
• Webhooks - tell PocketPass where to send events when a pass is created, updated, installed or removed. See Webhooks.

Settings

Settings covers everything about your account:

• Company - your company name (the brand on your passes), category and website. See Company settings.
• Account - your login email and password. See Your account.
• Security - optional two-factor authentication. See Two-factor authentication.
• Team - invite people and set each person's role. See Team members and roles.
• Integrations - connect your customer list, Zapier and more. See Integrations overview.

Under Scanning, two pages for checking passes in at the door with the PocketPass Scanner app:

• Readers - the places your team scans, like a front desk or entrance. Staff pick one when they sign into the app.
• Scans - a log of every scan: which pass, which reader, how it was scanned and whether it was accepted or already used.

See Readers & the Scanner app and Redemption & usage limits.

The developer tools above (API keys and webhooks) live here too.

Two things that save time

Search. Press Cmd+K (or Ctrl+K) anywhere in the dashboard to jump straight to a page or record without navigating.

The account switcher. If you belong to more than one account, the control at the top of the sidebar switches between them. Everything you see - passes, templates, notifications - belongs to the account you currently have selected. See Working across multiple accounts.