Manage Wallet templates

Edit a Wallet template name or description

Change the name or description of a template:

1. Go to Templates and select the template you want to edit.
2. Select Update for Name or Description.
3. Make your changes and click Save.

Set a Wallet template custom ID

Provide a custom ID that overrides the template’s auto-generated default ID:

1. Go to Templates and select the template you want to edit.
2. Select Update for Custom ID.
3. Check the box for Use a Custom ID and enter your ID.
4. Select Save.

Set the sharing policy for a Wallet pass

By default, templates allow pass sharing across users and devices. You can change the sharing policy for templates from the Templates menu for a mobile wallet project.

Apple Wallet and Google Wallet support slightly different sharing settings.

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1. Go to Templates and select the template you want to edit.
2. Select Update for Sharing Policy.
3. Choose a sharing policy.
4. Select Save.

Duplicate a Wallet template

Copy a template to the same project or to another project of the same pass type. When duplicating a template with an External ID set, the external ID is not copied to the new template.

1. Go to Dashboard and select the duplicate icon () for a template.
2. Select where to save the new template. If duplicating to another project, also select the project name.
3. Select Continue and enter a name for the new template.
4. Select Duplicate.
5. Follow the link to open the duplicate in the template editor or select Finish.

Delete a Wallet template

Remove a template from a project.

1. Go to Templates and select the template you want to edit.
2. Select Delete.