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UCards User Guide

This documentation is the onboarding guide for the current UCards product.

Use it by role:

  • Business admins: set up campaigns, design passes, manage clients and sellers, and run engagement flows.
  • Sellers: scan customer cards and apply loyalty actions at the point of sale.
  • Cardholders: fill in personalization details and add the pass to Apple Wallet or Google Wallet.

Suggested reading order:

  1. Current product modules
  2. Business admin overview
  3. Seller app overview
  4. Cardholder flow overview

This guide focuses on what users can do now, which options are visible in the current product, and the limits or caveats that matter during onboarding.