Platform overview.
Understanding the structure and hierarchy of the loyalty platform
Welcome to the loyalty platform. This guide explains the core building blocks that make up the system and how they work together.
Platform hierarchy
The platform is organized in a clear hierarchy:
graph TD
A["Networks"] --> B["Partners"]
B --> C["Clubs"]
C --> D["Loyalty cards"]
C --> E["Stamp cards"]
C --> F["Vouchers"]
C --> I["Prepaid Passes"]
D --> G["Rewards"]
E --> H["Rewards"]
Each level serves a specific purpose:
- Networks: Top-level organization, such as a franchise or corporate group
- Partners: Business owners who run loyalty programs. Each partner owns their own clubs
- Clubs: A partner's individual business locations or brands
- Loyalty cards: Points-based cards that customers collect and earn rewards on
- Stamp cards: Stamp-based cards ("buy 10, get 1 free")
- Vouchers: Digital coupons and promo codes with discounts, free products, or bonus points
- Prepaid Passes: Staff-sold multi-visit cards and simple memberships ("10-wash card", "monthly unlimited")
- Rewards: What customers earn by accumulating points or stamps
User roles
The platform supports four types of users:
Administrators
Full platform control. Administrators can:
- Manage networks and partners
- Configure system settings
- Create partner and manager accounts
- Access all analytics and reports
Clubs belong to partners. An administrator who needs to work on a partner's clubs signs in as that partner (impersonation) from the Partners list.
Partners (business owners)
Business owners who run loyalty programs. Partners can:
- Create and manage clubs
- Design loyalty cards, stamp cards, and prepaid passes
- Create rewards
- Manage staff accounts
- View business analytics
Staff members
Point-of-sale employees. Staff can:
- Scan customer QR codes
- Award points and stamps
- Sell prepaid passes and tick visits off
- Process reward redemptions
- View customer information
Customers (members)
End users who participate in loyalty programs. Customers can:
- Collect loyalty cards and stamp cards
- Earn points and stamps
- Buy prepaid passes at the counter and track the remaining visits
- Redeem rewards
- Track their progress
How it all connects
Example flow
- Administrator creates a network for a coffee chain
- Partner creates a club for their specific location
- Partner creates a loyalty card ("Buy 10, get 1 free")
- Customer discovers the card and starts collecting
- Staff scans customer's QR code and awards points
- Customer accumulates enough points
- Staff processes the reward redemption
- Customer receives their free coffee
A customer who orders in the business's connected online store gets an account and points without scanning anything.
How visitors enter the platform
The shared wallet and the public homepage solve different problems. The shared wallet concept covers account sharing and partner isolation. The next four guides cover what visitors see before they sign in:
| Homepage | Public role |
|---|---|
| Smart wallet | Presents one business or a curated set of businesses through their program cards |
| Showcase | Leads with one brand and its loyalty story |
| Portal | Gives members a sign-in gateway with no public program list |
| Public listing | Lets visitors search and filter approved programs |
One installation can use any of these layouts. The Homepage layouts guide explains the setting and publication controls.
Next steps
- The shared wallet concept: How multi-tenancy benefits everyone
- Smart wallet homepage: Present selected programs as a wallet
- Showcase homepage: Lead with one brand
- Portal homepage: Keep the entry point focused on access
- Public listing homepage: Build a searchable program directory
- Understanding networks: Top-level organization
- Understanding clubs: Business locations
- User roles explained: Detailed role permissions