Documentation.
Install, configure, operate, update, and extend Reward Loyalty.
Give your AI the manual.
Upload the PDF handbook to your AI assistant as a reference for setup questions, client workflows, and operating instructions. Included with your license, it is also there to read whenever you need the details.
Your first installation.
Check the requirements, choose the route for your hosting, then verify your setup.
Browse the documentation.
Start here
What Reward Loyalty is, who it is for, and the ideas the rest of the manual builds on.
Install Reward Loyalty
Prepare a server and put Reward Loyalty on it, then keep it current.
Guides by role
One place for each person who uses Reward Loyalty: the administrator who runs the installation, the partner who runs a business, the staff member at the counter, and the member who collects the rewards.
Administrator guide
Manage businesses and account managers, review platform activity, and export transaction history.
Partner guide
Manage your business, locations, programs and members, and review monthly performance.
Staff guide
Staff member accounts and point-of-sale operations.
Member guide
The member account and wallet. Sign in, My Cards, and privacy tools.
Loyalty programs
Points, stamps, vouchers, and prepaid passes: every kind of program a business can run.
Points, rewards and tiers
Set earning rules, create rewards, configure membership tiers, and review points-program performance.
Stamp cards
Digital punch card programs for collecting stamps and earning rewards.
Vouchers
Create redeemable offers, run batch campaigns, and configure birthday or win-back rewards.
Prepaid passes
Sell visit packs, timed access, or prepaid credit at the counter, and track their use.
Engagement and communication
Bring members back: achievements, referrals, segments, automatic messages, and email campaigns.
Achievements
Recognize loyal customers with milestones, weekly runs, and optional rewards.
Member referrals
New customers by word of mouth, with point rewards for referrers and referees.
Member segments
Save a named audience built from how members behave, then reuse it to filter the member list and target email campaigns.
Automated member messages
Set up member emails for milestones, program activity and activation, and troubleshoot delivery.
Email campaigns
Send targeted promotional emails to your loyalty program members.
Member cards, wallets and QR
Help customers join and identify themselves, print member cards and QR codes, and set up phone-wallet passes.
Member cards
Identify members at the counter and distribute printed or digital cards with trackable batches.
QR studio
Create printable codes for joining programs, discovering businesses, and signing staff in.
Google Wallet passes
Set up Google Wallet passes, customize their design, and troubleshoot delivery and updates.
Apple Wallet passes
Set up signed Apple Wallet passes for member identification, with links to current details.
Integrations and APIs
Connect a store, a POS system or an AI client, and build on top of the platform with webhooks and the two APIs.
AI connections
Connect your AI client, choose its permissions, and review changes that need your approval.
Commerce and POS integrations
Explore Shopify and WooCommerce connections, POS integration paths, and automation templates.
Webhooks
Send signed loyalty events to Zapier, Make, or your own tools after loyalty activity.
Agent API
Connect POS systems, automation tools and AI agents with scoped Integration API keys.
REST API
Build custom frontends with the session-token REST API. Use the Agent API for machine-to-machine access.
Platform operations
Run the installation itself: settings and branding, plans and billing, logs, and health and security.
Platform settings and branding
Configure your brand, homepage, business listings, languages, email delivery and consent settings.
Plans and billing
Set up plans, choose how businesses pay, and manage subscriptions from the admin dashboard.
Activity logs
Investigate recorded actions, filter audit events, and review activity across your installation.
System health and security
Keep the installation healthy and locked down: Health Center checks, security monitoring, and session locking.
Help and releases
Find answers, get help, and see what’s new in Reward Loyalty.