Guide

Set up once, then serve with confidence

The same walkthrough as inside the company app. Work through one phase at a time. Each step lists what to do in the app after you sign in.

Already signed in? Open the guide in your account

Phase 1 of 3

Set up your program

Do these in order before your first busy shift. Skip Packages if you are not selling prepaid.

1

Company settings

  1. Set business name, currency, and language—this drives the staff app and wallet pass labels your guests see (English, French, Spanish, German, and more; see supported languages).
  2. Turn on only the features you use: Points, Balance, Packages.
  3. Save name / currency / language when prompted; feature toggles save immediately.

Tip: Start with Points on. Add Balance or Packages later once you know how you will use them.

2

Award style

  1. Choose points-per-visit or spend-to-points.
  2. Set the default amount and an optional join bonus for new customers.

Tip: Use one clear customer story (for example “1 point per visit”) and align reward tiers with that pace.

3

Rewards

  1. Add tiers with a points cost and a short title.
  2. Keep a tier active only if customers can redeem it today.

Tip: Short titles scan better on wallet passes (for example “Free coffee”). Make the first tier feel achievable.

4

Packages

  1. Enable Packages in Company settings if you sell prepaid.
  2. Add a small catalog: name, price, included uses, active on/off.

Tip: A few clear offers outperform a long list. Deactivate items you stop promoting.

5

Locations

  1. Add each store or counter where you scan.
  2. Assign this device to the location where it sits.

Tip: Set the device location before the first shift so activity lands on the right store.

6

Staff & access codes

  1. Create each teammate with their own access code.
  2. Limit locations if needed; reset or deactivate codes when someone leaves.

Tip: One person, one code. Never share a single counter PIN.