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How to set up your stamp-card rewards program

Requirements

  • Available on: All plans
  • Device access: Web & mobile browser
  • Permission: Owner

Your rewards program is a digital stamp card: clients earn one stamp per completed visit, and when they reach a milestone you choose, they earn a reward. Setup takes a couple of minutes from Settings → Rewards & Benefits.

Before you start

Decide two things: how many stamps a full card should take, and what reward(s) clients get along the way. You can build a reward right inside the setup flow, or create them first — see Create reward types.

How to set up your program

  1. In the left menu, open Settings, then go to Rewards & Benefits. The Rewards & Benefits settings page

    <!-- CAPTURE: route=/settings/rewards | login=owner | state=program not yet configured | highlight=page header | viewport=1440x900 -->

  2. Under How do clients earn?, leave Every visit selected. This is the digital stamp card — simple, proven, and free.

  3. Under Visit rewards, choose your Card size (stamps to complete) — for example 10. The Visit rewards card with card size options and a milestone row

    <!-- CAPTURE: route=/settings/rewards | login=owner | state=card size selected | highlight=card size buttons and milestone row | viewport=1440x900 -->

  4. Set your Milestones. Each milestone reads "After N visits give [reward]." Pick the stamp count, then choose a reward (or select + Create new reward… to build one on the spot). Add up to three milestones with Add milestone.

  5. (Optional) Click Fine print & defaults to set a minimum spend to earn a stamp, a maximum stamps per day, and how long earned reward vouchers stay valid before they expire.

  6. When you're ready to go live, turn on Turn on my program at the bottom. The Turn on my program toggle switched on

    <!-- CAPTURE: route=/settings/rewards | login=owner | state=program toggle on | highlight=Turn on my program switch | viewport=1440x900 -->

  7. Click Save program. Your stamp card is now active and clients start earning automatically.

Note: The free plan supports a card with up to 2 milestones and the Dollar-off and Free-service reward types. Paid plans unlock a third milestone and the Percentage-off reward. You'll see a friendly prompt if you reach your plan's limit.

Tip: Want to automatically reward clients on their birthday too? That's set up just below the milestones — see Birthday rewards automation.

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