Launch a branded loyalty service for your clients.

Choose hosting for Reward Loyalty

Choose hosting that meets Reward Loyalty’s current requirements and can handle your clients’ simultaneous checkouts and email workload. Use MySQL or MariaDB for the live installation. Ask the provider to confirm the exact plan before buying.

Choose addresses for your website and loyalty application

Assign someone to connect the addresses and enable secure HTTPS connections.

Set up sign-in emails

Connect a transactional email service so users can receive sign-in codes. Follow the provider’s steps to verify your sending domain and gather the settings needed by the installer. Check rejected messages and spam reports in the provider’s dashboard. Test a real sign-in email after installation.

Install and check the application

Follow the installation guide, then use test accounts to check the live application before inviting clients. Use a private test copy to rehearse updates and backup recovery.

• Request an administrator sign-in code by email and use it to sign in.
• Create a test business, program, staff account, and customer; record a purchase and confirm the expected credit.
• Upload an image and check that it displays.
• Restore a backup on the private test copy and verify the recovered application.

Choose the customer homepage and apply your branding

Under Settings → Homepage, choose Portal for a sign-in page without a shared public catalogue. Set your agency’s application name, logo, and colors. Choose a public homepage instead only when presenting participating businesses together is part of your service.

Configure client plans and billing

Choose the plans your service will use. The software provides four configurable tiers; one is the free starting tier for businesses that register themselves. Set the relevant names, features, limits, and paid-plan prices. For automated billing, follow the provider setup guide and complete a test subscription. Confirm both the payment and the business’s resulting access.

Test the webhook, the connection through which the payment provider reports subscription changes. Failed subscriptions restrict access rather than automatically switching the business to the free plan.

Add the client business

Create the client’s business account under Administration → Partners and assign its plan. Confirm its network (the business group it belongs to) and currency, then give the business owner sign-in instructions.

For the pilot, add client businesses yourself and leave public business signup disabled.

Create the client’s first loyalty program

Choose one program for the pilot. Use a worked example for the client’s trade to decide what qualifies, how customers earn, what they receive, and what the reward costs the business to fulfil.

Add and train the client’s staff

Add staff accounts for the locations where employees work. Rehearse customer lookup, earning, redemption, and the documented correction process. Tell employees whom to contact when they cannot complete a transaction.

Test the counter workflow, then launch

Customers scan the business’s QR code to open its programs. Employees scan the customer’s member code to record earning or redemption. Rehearse both actions on the actual counter device with an internet connection, confirm the expected result in the customer’s wallet, and test the printed QR before putting it into use.

Review the client’s first month

Use member lists, program reports, and transaction histories to review joining, earning, and reward use. Compare the results with the client’s normal purchase cycle and investigate where participation stops. Review staff corrections and support requests with the client. Check subscription status separately in Plans & billing.

Resolve critical Health Center failures and review warnings against the current hosting requirements. Read the release notes before testing and applying updates.