Partners overview.

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.

Each partner operates in complete isolation: you cannot see other partners or their data. 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:

Learn more about Vouchers & discount codes and Email campaigns.

Navigation

The sidebar organizes features by loyalty mechanic. Plan-gated groups and items appear only when your plan includes them, so a lean plan shows a lean sidebar.

Two standing entries sit at the top:

• Dashboard: Your program at a glance
• QR studio: Print-ready QR codes for your programs

Then the program groups:

Loyalty cards (expandable group)

• Loyalty cards: points-based reward cards
• Rewards: define what customers can earn
• Tiers: membership levels and benefits
• Member referrals: campaigns that reward members for inviting friends
• Analytics: track loyalty card performance
• Transaction history: the full points ledger

Stamp cards (expandable group)

• Stamp cards: punch card programs
• Analytics: track stamp card performance
• Transaction history: the full stamp ledger

Vouchers (expandable group)

• Vouchers: individual discount codes and offers
• Batches: generate and manage batch voucher campaigns
• Analytics: track voucher performance
• Voucher transactions: every voucher save and redemption

Prepaid passes (expandable group)

• Prepaid passes: pass products your staff sell at the counter
• Analytics: track pass sales, visits, and unused expired visits
• Transaction history: the full pass ledger, exportable

Then your audience and output:

Team and members (expandable group)

• Clubs: organize staff by location or department
• Staff: manage your employees
• Members: view your customers
• Member segments: saved audiences for the member list and email campaigns

Print cards (expandable group, shown when the installation enables member cards)

• Card studio: design physical member cards
• Card batches: generate and track printed card runs

Email campaigns

• Email campaigns: send targeted emails to members

Activity (expandable group)

• Activity log analytics: charts over your activity history
• Activity logs: the raw activity trail

Integrations (shown when the installation enables them)

• Shopify, WooCommerce, and Agent keys. See Integrations overview

Account (profile menu, bottom of the sidebar)

A Settings group names what lives where, so you reach the right page in one step:

• Account settings: Your login, language, and time zone
• Business settings: Brand, contact details, opening hours, and your public page
• Clubs: Locations, staff grouping, and automatic rewards

Then the standing entries:

• My plan: Plan details, features, resource usage, and billing links
• Invite businesses: Partner referrals (shown when your plan includes it)
• Help & support: Reach the support inbox
• Language, theme, and Logout

Accessing the dashboard

1. Go to /partner on the platform
2. Enter your email address
3. Click Send me a login code
4. Enter the verification code from your email
5. You're signed 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. Create a club: Organize your staff
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 your program's performance:

• Card views and new members
• Points issued and redeemed
• Stamp collection progress
• Active members
• Popular rewards

Use these insights to improve your loyalty program.

Related topics

• Partner registration: Creating a partner account
• Business settings: Configure your business profile details
• Billing & My Plan: View your plan, features, and billing
• Understanding clubs: Organizing by location
• Creating loyalty cards: Setting up cards
• Setting up referrals: Enable member-to-member referrals
• Email campaigns: Send targeted emails to members
• Your members: read and filter your member list