For partners
Partners help
How to run campaigns, scan member QRs, 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
4 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
- Pausing vs deleting a campaignPause is reversible and preserves stamps. Delete is permanent and customers lose their stamps.2 min
Club emails
8 articles
- Club emails: what they are and how they sendFive automatic emails your club sends in your name — what each one does, who receives it, and what has to be true before one goes.5 min
- Designing a club emailThe email editor block by block — photos, words, colours, personalisation, templates, a test to your own inbox, and the settings each email sends with.6 min
- Writing a welcome email that brings people backWhat the welcome is for, the blocks worth keeping, subject lines and example wording by trade, and a checklist before you switch it on.6 min
- Asking your members questionsWrite up to twelve questions of your own — a favourite, a birthday, the dates that matter — and members answer them from your emails or the app.5 min
- Birthday and anniversary emailsOne automatic email goes a few days before any date a member asked you to remember — how to set it up, and exactly when it sends.4 min
- Birthday and occasion emails: ideas by tradeHow early to send, what to ask, wording that suits any date, offers your team can honour, and milestone numbers — trade by trade.6 min
- Sending a message campaign by emailSend a one-off message campaign to members' inboxes as well as the app — the same message, in one of your own email designs.4 min
- Asking for Google reviews by emailThe Review request email asks for a Google review from the member's inbox, with five stars they can tap — timed and routed by Review Setup.4 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 four Message Centre sectionsCampaigns, Customer alerts, Referral messages and Emails — four different jobs in one Message Centre, and which of them reach the inbox.3 min
- Sending your first message campaignThe four-step wizard: pick the campaign type, choose your lists, write the message — with an optional email — then send now or schedule it.4 min
- Setting up an automated action alertCustomer alerts (formerly Action Alerts) are the Message Centre's automatic in-app and push messages. The automatic emails live on the Emails tab.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
9 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, 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
- Selling online: your shop link, collection and deliveryTake orders for collection or delivery from a link you share, paid into your own account as they are placed — and the checklist that gets you there.7 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
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 delivery counts on message campaigns, customer alerts and club emails.3 min
- A member didn’t get my club emailWork through the checks the platform makes before a club email goes, in the order it makes them.4 min