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SaaS setup guide.

Set up plans, billing, and business registration for your loyalty service.

Oct 1, 2026
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Use this guide if you host Reward Loyalty for other businesses. You manage the installation and decide what each business can use. Each business manages its own loyalty programs.

For a single business, start with the getting started guide.

Step 1: Configure plan tiers

Open Settings → Set up plans. Review the four plans and choose their names, prices, limits, and features.

You can rename Bronze, Silver, Gold, and Platinum to match your service. Bronze is the free starting plan. Businesses that register themselves start there and can choose a paid plan later.

The admin Plans editor with the Silver plan selected and its name and pricing controls visible.

Follow Plans & pricing for the editing steps.

Step 2: Choose a billing mode

Open Plans & billing → Billing settings.

Mode How you collect payment
Manual / offline Assign plans yourself and invoice businesses outside Reward Loyalty. This is the default.
Stripe Let businesses subscribe through Stripe Checkout and manage billing in the Stripe portal.
PayPal Let businesses subscribe through PayPal and manage subscriptions from My Plan.

For automated billing, follow the Stripe or PayPal guide first. You need provider credentials before you can select that provider.

Step 3: Set up your primary network

A network groups businesses. Registration needs one active primary network.

The installer creates a primary network named Default. To check or change it:

  1. Open Networks in the admin menu.
  2. Edit your primary network.
  3. Check that Active and Primary are on.
  4. Set the currency.
  5. Save your changes.

Businesses that register themselves use this network and its currency. See Networks for more options.

Step 4: Enable partner self-registration (optional)

You can create accounts yourself under Partners. To let businesses register themselves:

  1. Open Settings → Onboarding.
  2. Turn on Partner Registration.
  3. Save your changes.

Registration starts off. When enabled, businesses enter their details and verify their email with a code. They receive the free plan and its features and limits.

See Partner registration for the full process.

Step 5: Verify your setup

  1. Open Health center and check the billing provider status.
  2. If registration is enabled, register a test business in a private browser window.
  3. Check its plan, network, and currency under Partners.
  4. Open My plan as that partner to check the prices and included features.
  5. For Stripe or PayPal, complete the provider guide's test subscription before accepting live payments.

Step 6: Ongoing operations

Use Plans & billing to check registrations, plan use, and billing issues.

Use Partner permissions & limits to give one business different access. Reassigning its plan applies the plan settings again, so review custom permissions afterward.

Advanced server setup

Server-managed installations can use environment settings. See the optional plan settings and the final section of each provider guide. Admin controls cover the setup steps above.