How PassbookApp Works
Get started in 5 simple steps. No technical knowledge required.
Get started in 5 simple steps. No technical knowledge required.
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Configure Store
Set up your store profile, add branch locations, and configure team member access. Takes less than 10 minutes to get started.
- Add store details and branding
- Set up multiple branch locations
- Invite team members with role-based access
- Configure payment methods
Create Plan Templates
Define your advance purchase plans - 10+1, Gold Rate Protection, or Lumpsum. Set payment schedules, maturity conditions, and terms.
- Choose from 10+1, Gold Rate Protection, or Lumpsum
- Define monthly payment amounts
- Set plan duration and maturity rules
- Configure bonus and benefits
Generate QR Codes
Create unique QR codes for each plan type. Display them at your counter or share digitally with customers for instant enrollment.
- Generate QR codes for each plan
- Print or display on counter
- Share via WhatsApp or email
- Customers scan to enroll instantly
Collect Payments
Accept customer payments through cash, card, or UPI. Each payment is automatically logged and a WhatsApp receipt is sent to the customer.
- Accept multiple payment methods
- Automatic payment recording
- Instant WhatsApp receipts
- Real-time balance updates
Track Insights
Monitor all plans from your dashboard. View collections, upcoming renewals, maturing plans, and customer trends at a glance.
- Real-time collection tracking
- Renewal reminder automation
- Maturity alerts and notifications
- Customer behavior analytics
From Setup to Success
10 min
Initial Setup
24 hrs
Go Live
Lifetime
Support
Setup takes less than a day. Book your free
onboarding session.
Setup takes less than a day. Book your free onboarding session.
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contact@passbookapp.com
call us at +91 98765 43210
