For partners
Partners help
How to run campaigns, scan member QRs, top up TEDS, send messages, pull tax reports and manage your subscription.
Account & settings
2 articles
- Changing your business email or passwordBoth editable from Settings — email lives in your business profile, password lives in Password & Security.1 min
- Managing your branding and profile pageLogo + social links live in Settings → Profile / Social Links. Edit Profile Page is where you set your About text, opening hours, price range and additional details.3 min
Billing & subscription
3 articles
- Your partner subscriptionPick monthly or yearly. Free until you reach 15 customers.2 min
- Updating your payment methodChange the card we charge for your subscription via Settings → Manage Subscription.1 min
- Cancelling or reactivating your subscriptionHow to cancel from Settings → Manage Subscription, what happens to access, and how to come back.2 min
Bookings
4 articles
- Bookings: what it is and how it fits togetherCustomers book a table or an appointment from your page, you run the day from one diary, and turning up earns the loyalty stamp.5 min
- Setting up bookings: the wizard and every settingThe five-step setup, then every switch you can change afterwards — approval, notice periods, hours, services, payments and which campaign gets the stamp.7 min
- Running the dayThe today timeline, approving requests, adding walk-ins, and marking someone attended — which is the moment the loyalty stamp is awarded.6 min
- Payments, no-shows and refunds on bookingsTaking card payment at booking through your own Square account, how unpaid holds release themselves, when refunds are automatic, and what actually cuts no-shows.6 min
Campaigns
5 articles
- Understanding campaignsWhat a campaign is, the two types you can run, and the building blocks you set up in the wizard.3 min
- Creating your first campaignWalkthrough of the 4-step wizard — basic info, mechanics, financial, referral.4 min
- Setting the stamp goal and rewardThe fields that drive what customers earn and what your tax report sees.3 min
- Enabling TEDS on a campaignToggle TEDS on or off in the Financial step of the campaign wizard.2 min
- Pausing vs deleting a campaignPause is reversible and preserves stamps. Delete is permanent and customers lose their stamps.2 min
Customers / CRM
1 article
Getting started
4 articles
- Welcome to Loyalty Club PartnersWhat the platform does, the loop you’re stepping into, and where to start.3 min
- Creating your accountPick monthly or yearly, fill the signup form, set up your card, verify your email. About 5 minutes.4 min
- Completing your business profileThe fields in Settings → Profile that members see and that drive your tax report.3 min
- Setting your location and postcode sectorsPlace your business on the map (search-driven) and set up to three postcode entries that drive postcode-based discovery.2 min
Marketing resources
2 articles
- What Marketing Studio can doMarketing Studio is the design workspace inside Marketing Resources — build posters, flyers and social graphics that point customers at your Loyalty Club QR code.3 min
- Creating flyers in Marketing StudioUse Marketing Resources to build campaign flyers, posters and social graphics with templates, backgrounds, brand styling, QR codes and saved flyer drafts.5 min
Message centre
3 articles
- The three Message Centre sectionsMessage Campaigns, Action Alerts, Refer A Friend Messages — three distinct things in one Message Centre.2 min
- Sending your first message campaignWalkthrough of the 4-step Message Campaign wizard.3 min
- Setting up an automated action alertAction Alerts is the Message Centre section for automated customer notifications.2 min
Notifications
2 articles
Referring other partners
1 article
Reports & tax
2 articles
Scanning & POS
4 articles
- Getting the mobile app for scanningiOS and Android partner apps for at-the-till scanning. Plus the desktop fallback.2 min
- Scanning your first member QRScan a member’s QR, pick the campaign, tap Apply Stamp.2 min
- Awarding a stamp with an order valueWhen the order value field matters and how spend-based campaigns use it.2 min
- Redeeming a member’s rewardWhen the member has a completed card, a Redeem Coupon button appears alongside Apply Stamp. Tap to mark the reward fulfilled.2 min
Table menu
8 articles
- Table Menu: what it is and how it fits togetherA QR on each table opens your menu on the diner's phone. They order, they pay, and the loyalty stamp is awarded automatically.5 min
- Menu settings: going live, ways to pay, tips and loyaltyEvery switch on the Menu settings page explained — the master toggle, order acceptance, guest ordering, payment modes, tips, service charge and the linked campaign.6 min
- Building your menu in Menu StudioMenus, sections and dishes — plus photos, allergens, dietary tags, option groups, the sold-out toggle and menu schedules.7 min
- Scanning a printed menuPhotograph the menu you already have — up to six pages — check what was read, and add it to your menu in one go.5 min
- Tables and QR codesGive every table its own code so orders arrive labelled, then print the whole room in one sheet.3 min
- Taking orders on the boardAccept, start and complete table orders, mark at-till orders paid, reject with a reason, and handle tabs.5 min
- Payments, tips and tabs on table ordersHow money moves — at the till, by card through your own Square account, with TEDS tokens, or on a tab settled at the end.5 min
- Stamps from table ordersHow paying for an order awards a loyalty stamp, how to link dishes to a campaign, and how guests claim the stamp their meal earned.5 min
Team & staff
3 articles
- Adding a staff memberAdd a server (staff user) via the Add Server form — name, email, position, optional photo.2 min
- Staff permissions explainedServerUser settings menu shows what a staff member can do in the portal.2 min
- Viewing staff performance and server analyticsUse the Server detail page to review staff activity, campaign contribution, customer segments, quality signals, and exportable performance reports.4 min
TEDS wallet & funding
4 articles
- Understanding TEDS as a partnerYou purchase TEDS to fund the wallet that pays out when customers exchange stamps or rewards.3 min
- Topping up your TEDS walletBuy TEDS packages from the Purchase TEDS page when your wallet runs low.2 min
- Available vs pending TEDS balanceYour wallet shows one balance. The transaction history is where pending shows up.2 min
- Pending TEDS exchanges + the 5-day grace (subscription)Two different things partners often conflate: TEDS pending exchanges (no specific deadline) and the 5-day grace period for failed subscription payments.3 min
Troubleshooting
4 articles
- My staff can’t award stampsTriage path when staff members report scanning isn’t working — staff state, app version, campaign state, camera permission.2 min
- The scanner can’t read the member’s QRTriage path for stubborn QR codes — brightness, glare, fallback to customer search.2 min
- Members aren’t receiving my messagesTriage path for low message-delivery counts.2 min
- Pending TEDS exchanges aren’t clearingTriage path for pending TEDS exchange rows that won’t go through.2 min