Setup & Onboarding
Get your loyalty program up and running in just a few minutes. The onboarding wizard inside the dashboard walks you through every step, but here's an overview of what to expect.
Onboarding Steps
When you sign in for the first time you'll be guided through a four-step setup flow.
1
Create your business
Enter your business name and basic details. This is the account that will own all of your loyalty programs.
2
Create a points program
Design your first digital loyalty card. Choose colors, upload images, and set your reward rules — like how many points per dollar and what rewards customers can redeem.
3
Print a signup flyer
Use the built-in print designer to create a flyer with a QR code. Customers scan it to add your loyalty card to their Apple Wallet or Google Wallet.
Join our rewards program!
Earn points with every purchase
Scan to enroll
Team setup
You can invite team members after onboarding is complete. Head to Team Management to add staff accounts with scanner-only permissions.
What's Next
Once onboarding is done, explore these areas to get the most out of your program.