Ideas to bring them back and in.
Short guides to set up your program and get the most out of it. Start with the calculator.
The guides
Add your logo, color and background photo
Do this first, before creating any card: it is what makes the card look like your business and not a template.
Create your first card
From the menu go to Programs and press Create my first program.
Publish your card and put the QR on the counter
While your card is a draft, your customers cannot save it. Publishing is what turns it on.
Invite your team
Everyone signs in with their own account, so you can see who recorded each transaction instead of everyone sharing one login.
Stamp a customer's card
From the menu go to Scan and point the camera at the customer's QR code.
When the QR cannot be scanned
Sometimes the camera will not read: a scratched screen, poor light, the customer out of battery or with brightness at minimum. They do not have to…
Sell a balance card and charge against it
To sell a balance card (gift, prepaid or voucher), go to Sell.
Correct a stamp or points added by mistake
It happens: the cashier stamps twice, or adds too many points. It can be fixed, and only the owner or a manager can do it.
Create a customer by hand at the counter
For when the customer cannot or does not want to fill it in on their phone. When you are done you send them their card.
Import your customers from Excel
If you already have a list — a spreadsheet, your paper cards, another system — you do not have to type it in.
Export your customers and movements to CSV
Your data is yours and you can take it whenever you want.
Find groups of customers with filters
In Customers, above the list, there is the filter search. It does two things: find someone, and keep a group to send them something later.
Send a coupon or a notice to your customers
Go to Campaigns. You pick who and what they get.
Let promotions go out on their own
You send a campaign when you remember to. A rule goes out on its own, always, without you watching. It is what keeps the program working during the…
Ask your customers what they thought
Go to Surveys and create one. Add your questions and publish it — until it is published, it cannot be sent.
Get more Google reviews
Go to Reviews. You put a QR on the table or at the till, and whoever scans it tells you how it went.
What your plan includes and where to see your limits
Go to Account. There you see which plan you are on and how much of each limit you have used, not just the maximum.
When your account is due and how to pay
In Account you see your due date and your plan's amount. From there you reach the payment screen.
Your link to refer HexBites
If you know another business this would work for, you have your own link to refer them.
"The customer's card never arrives"
It is almost always one of these four, in this order:
"I changed the design but the phone shows the old one"
First, the reassuring part: the change does reach cards already handed out. You do not need to reissue them.