Ease of Use

The Loyality App and merchant portal are designed for ease of use.

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Using the Merchant Portal

The Loyality merchant portal is a web based user interface provided to you so that you can get started right away with the Loyality platform. It required no special software to be installed on your devices. The devices do however have to have a camera capability. Most laptops and cell phones have that capability already built in. So obtaining such hardware should be trivial. Support for more speicalized hardware like barcode scanners is also available so long as they can read QR codes.

The merchant portal is designed to be quick and extremely easy to use. Lets face it when things get busy you don't have time to mess around with a clumsy user interface with lots of hidden features. Thats why we felt the user interface had to be as intuitive as possible without lots of hidden options such as hidden menues to do some special rarely used feature. When your cashiers are using hte system. The option to search for a gift card, a voucher, or a loyalty program account or card are available right from the dash board so that your cashier can find it easily.

The main dashboard is broken up into categories for specific items. For instance, Gift Cards, Vouchers, Loyalty Stamp Cards, Loyalty Points. You can navigate the dashboard by swiping left and right to the appropriate category. This makes it quick and easy for cashiers to process transactions for your gift card transactions, vouchers or loyalty programs.

The dashboard also offers a switch cashier option to make it easy to switch cashiers when the store is busy. A cashier number can be any alpha numeric value so long is less than 45 characters long. You can assign a unique identfier to your cashiers so that they can enter in who is doing a transaction.

Because we wanted to limit the need for special hardware, as much as possible we, built into the web interface a QR Code reader. This eliminates typing the long id numbers of the various products loyality sells. The QR Code reader elminates the need for special hardware. All you need is a device that has a camera, for instance, a laptop or computer with a web cam or mobile devices with cameras work very well with the system. However, if you have a barcode scanner that reads QR codes then you can use that as well.

Help Screens

The loyality merhcant portal also sports an excellent set of help screens that you can look up information quicking and easily if you run into trouble using the system. However, if you can't find that information through our help screen we are happy to help you get started. Just give us a call. Our contact information is available at the bottom of this page.

Using the app

Use of the app is also very simple. To add gift cards, vouchers, loyalty accounts to the app most of the time an app user would use the link in the email or sms message provided when the merchant send the item. However there is a way to add physical gift cards to the app using a qr code reader. There is a plus sign at the top right side of the wallet screen where you can access the QR Code reader. The purchase screen is located in the business directory. You can just tap on the purchase icon and select between gift cards and vouchers. The business directory also contains auto subscribe button for companies that have loyalty programs.

To see the QR code for the individual item in the wallet all you have to do is tap the item image. The image will change to a QR code and some other information like a ccv number that you might need to finish the transaction.

Setting up Payment Processing

Loyality offers a fast and easy process for setting up payment processing inside the merchant portals administration screen. Payment processing allows you to sell your gift cards and vouchers inside the app. We use stripe as our systems payment processor. Strip's features a fast signup process to get onboarded. You could be up and running and selling gift cards and vouchers in minutes with Strip's system by just providing Stripe your banking info. To begin setting up payment processing on the Loyality platform navigate to the settings screen and click or tap on the Stripe setup button.

While Strip's payment processing system is available it isn't required to use Loyality's system. Like every other feature in Loyality you use what you need when you need it.