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Partners overview.

Introduction to the partner dashboard: run loyalty programs, manage staff and clubs, read your members, and track performance.

Oct 4, 2026

As a partner (business owner), you run loyalty programs for your business. Access your dashboard at /partner using your email and verification code.

What is a partner?

Partners are business owners who use the platform to create and manage customer loyalty programs. Whether you run a coffee shop, restaurant, retail store, or service business, the partner dashboard gives you everything you need.

Your dashboard restricts private business data to your partner account. Published business pages and programs remain visible to visitors. This is the Shared Wallet architecture that enables agencies to serve multiple clients from one installation.

What you can do

The partner dashboard lets you:

Feature Description
Create loyalty cards Design branded cards with your earning rules
Create stamp cards Set up punch card programs
Create vouchers Set up promotional discount codes and batch campaigns
Create prepaid passes Create visit packs, memberships, and fixed monetary credit your staff sell at the counter
Configure referrals Enable members to invite friends for bonus points
Send email campaigns Target members with promotional emails
View plan & billing See your current plan, features, usage, and billing links
Apple Wallet (optional) Offer branded passes for eligible programs when your plan and installation include it. See Apple Wallet passes
Integrations (optional) Connect Shopify, WooCommerce, and Google Wallet when your installation enables them. See Integrations
Define rewards Set what customers can earn
Manage staff Add employees who can award points
Create clubs Organize by location or department
View analytics Track your program's performance
See customers View who's collecting your cards

Learn more about Vouchers & discount codes and Email campaigns.

The sidebar groups everyday work by program, business, and customer. Entries depend on the installation settings and your account permissions.

Dashboard and QR studio sit at the top.

The partner dashboard with member and transaction totals, program activity, and plan usage.

Group Entries
Loyalty cards Loyalty cards, Rewards, Tiers, Member referrals, Analytics, Transaction history
Stamp cards Stamp cards, Analytics, Transaction history
Vouchers Vouchers, Batches, Analytics, Voucher transactions
Prepaid passes Prepaid passes, Analytics, Transaction history, Monetary settings
Business Business settings, My plan, Clubs, Staff, Activity log analytics, Activity logs
Customers Members, Member segments, Achievements, Email campaigns
Integrations Available store connections, Integration API keys, Automation templates, Webhooks
Print cards Card studio, Card batches

Apple Wallet appears separately when your account is entitled and the installation is ready to sign passes.

The profile menu opens Account settings, Invite businesses when enabled, and Help & support. It also holds the current language when several languages are enabled, a light/dark mode switch, and Logout. On mobile, use the account button in the top bar.

Account settings keeps Personal details, Security and Language and time zone in one form. Its currency preference does not convert existing monetary pass credit or change currencies recorded at sale.

Business settings and My plan are under Business in the main navigation. Customer audiences and campaigns are under Customers.

Accessing the dashboard

  1. Go to /partner on the platform
  2. Enter your email address
  3. Select Continue
  4. Select Send me a login code and enter the code from your email
  5. Continue to the partner dashboard

If your account has a password, the same page also offers password sign-in.

See OTP management for detailed login instructions.

Key concepts for partners

Clubs

Clubs organize your staff by location or department. If you have multiple stores, create a club for each. Staff members can only interact with cards belonging to their club.

Single location: You still need one club. It's how the system connects staff to cards.

See Understanding clubs for details.

Loyalty cards

Each loyalty card represents one points-based rewards program. A card includes:

  • Rules: How customers earn points
  • Design: Colors, logo, branding
  • Rewards: What customers redeem points for
  • Visibility: Public or QR-only access

See Loyalty cards for details.

Stamp cards

Stamp cards are punch card programs where customers collect stamps toward a reward. They include:

  • Stamp requirements: How many stamps to earn a reward
  • Design: Visual appearance
  • Rewards: What customers get upon completion

See Stamp cards for details.

Prepaid passes

Prepaid passes are products your staff sell at the counter: a 10-wash card, a 5-class pack, a monthly unlimited. You design the product (visits, validity, price, card design), staff sell and scan it, and the platform counts visits down and handles expiry. Payment stays at your till; the platform records the price without charging anyone.

See Prepaid passes for details.

Rewards

Rewards are what customers save for. Define the points required and what they receive.

Examples:

  • Free coffee at 100 points
  • 20% discount at 500 points
  • Free product at 1,000 points

Staff members

Staff are your employees who interact with customers. They use their phones to:

  • Scan customer QR codes
  • Award points for purchases
  • Add stamps for qualifying purchases
  • Process reward redemptions

Customers (members)

Members are customers who hold one of your cards or have transacted with you. Your list separates active customers from those who added a card but have not used it yet. See Your members.

Getting started

  1. Check your club: Start with the Main club created for your business; add clubs when you need separate staff access
  2. Create a loyalty card: Design your program
  3. Define rewards: Set what customers can earn
  4. Add staff: Enable your team to award points

Analytics

The dashboard shows Members with points activity, Points transactions for this month, and Program templates, with short trends and an activity panel. These counts are separate from the full customer list.

Open Analytics inside a program group for views, earning, redemption, pass use, or monetary balances. Each report labels its period and totals. Monetary obligations appear separately from loyalty activity.

A card's analytics dashboard with metric tiles, week-over-week trends, two populated charts, and a recent activity feed.

Use these insights to improve your loyalty program.