Documentation

Getting Started as a Customer

Welcome! You're about to start earning rewards at all your favorite businesses. It's completely free, works on any smartphone, and no app downloads required!

What Is Clientify.app?

Think of it like a digital punch card wallet for your phone:

  • Instead of paper punch cards, you get beautiful digital ones
  • Collect "stamps" (visits) by scanning QR codes when you visit businesses
  • Get rewards (free coffee, discounts, etc.) when you complete cards
  • Keep track of all your loyalty programs in one place

Comparison showing traditional paper cards vs your new digital cards

Step 1: Create Your Free Account

The Easy Way (2 minutes)

  1. Visit a business that uses Clientify.app
  2. Scan their QR code with your phone's camera
  3. Follow the link to create your account
  4. Verify your email (check your inbox)
  5. You're done! Your first loyalty card is created automatically

Account Creation Process Step-by-step screenshots showing the signup process

The Direct Way

If you want to create an account first:

  1. Go to clientify.app/signup
  2. Enter your email and create a password
  3. Verify your email address
  4. Choose "Customer" when asked about your role
  5. Ready to start joining programs!

Step 2: Understanding Your Dashboard

What You'll See

After creating your account, your dashboard shows:

🎯 Active Cards: Loyalty programs you're currently working on

  • Shows your progress (like "3 of 8 visits")
  • Displays what reward you'll earn
  • Quick access to scan for visits

🏆 Reward Ready: Completed cards where you can claim prizes

  • Cards that are finished and ready to claim
  • Generate special QR codes to show businesses
  • Get your free coffee, discount, or reward!

📊 Your Stats: Fun progress tracking

  • How many programs you've joined
  • Total visits earned across all businesses
  • Rewards you've claimed

Annotated screenshot showing all the main sections

Step 3: Join Your First Loyalty Program

Finding Businesses

Look for QR codes at:

  • Coffee shops and restaurants (usually on counters)
  • Retail stores (near registers or entrances)
  • Service businesses (waiting areas, front desks)
  • Online (business websites, social media, emails)

The Joining Process

  1. Point your phone's camera at the business QR code
  2. Tap the notification that appears on your screen
  3. Get automatically enrolled in their loyalty program
  4. See your new digital card in your dashboard
  5. Start earning visits immediately!

Joining Process Visual showing the scanning process and automatic card creation

What Your Digital Card Shows

Each loyalty card displays:

  • Business name and logo
  • Your progress (visits earned vs visits needed)
  • The reward you'll get when complete
  • Visual progress bar
  • Next steps to earn your reward

Step 4: Earning Your First Visit

How Visits Work

  • Visit the business in person
  • Show them your Customer QR code (generated from your loyalty card)
  • They scan your code with their device
  • Your visit is recorded automatically
  • Progress updates instantly on your card

Step-by-step process showing how visits are recorded

Generating Your Customer QR Code

  1. Open your loyalty card for that business
  2. Tap "Show QR Code" or "Record Visit"
  3. A QR code appears on your screen
  4. Show it to the staff - they scan it
  5. Watch your progress update!

Important Rules

  • One visit per business per day: Fair for everyone
  • QR code expires in 30 seconds: For security
  • Different businesses, same day: Allowed!
  • Must be physically at the business: No remote scanning

Step 5: Claiming Your First Reward

When You're Ready

Your loyalty card will show "Reward Ready" when you've completed all required visits. Time to celebrate! 🎉

The Claiming Process

  1. Go to the business to claim your reward
  2. Open your completed loyalty card
  3. Tap "Claim Reward" button
  4. Show the special Reward QR code to staff
  5. They scan it and give you your reward
  6. New card starts automatically for your next round!

Reward Claiming Process Visual showing the reward claim flow from card completion to getting the reward

After Claiming

  • Your completed card moves to your "History"
  • A brand new card starts immediately
  • You can begin earning visits again right away
  • Track your total rewards earned over time

Managing Multiple Programs

Staying Organized

As you join more programs, your dashboard helps you:

🎯 Focus on Close Ones: Cards that are almost complete appear at the top 📅 Plan Your Visits: See which businesses you haven't visited recently 🏆 Track Achievements: Total visits, rewards claimed, favorite businesses

Smart Strategies

Choose programs you'll actually complete:

  • Businesses you visit regularly (weekly coffee shop)
  • Places with achievable visit counts (5-7 visits)
  • Rewards that are worth your time and effort

Don't overcommit:

  • Start with 2-3 programs you love
  • Add more as you complete others
  • Archive programs for businesses you don't visit anymore

Dashboard view showing several active programs with different progress levels

Tips for Success

✅ Make It Easy

  • Favorite your dashboard in your phone's browser
  • Ask staff about loyalty programs when you visit new places
  • Check your progress before visiting businesses
  • Don't forget to scan - make it part of your routine

✅ Maximize Rewards

  • Look for programs with good rewards relative to visits required
  • Visit businesses strategically when you're close to completing cards
  • Combine with other offers - loyalty rewards often stack with sales
  • Share with friends - many businesses love referrals

✅ Stay Organized

  • Archive old programs for businesses you don't visit anymore
  • Check expiration dates if programs have them
  • Keep track of your favorites for easy access

Visual tips and tricks for maximizing your loyalty program benefits

Common Questions

Q: Does this cost me anything?
A: No! Completely free for customers. No subscriptions, no ads, no hidden fees.

Q: Do I need to download an app?
A: No! Everything works through your phone's web browser. Just scan and go.

Q: What if I lose my phone?
A: Your account is saved online. Just sign in on any device to access all your cards.

Q: Can I use this at multiple locations of the same business?
A: Usually yes! Most businesses with multiple locations share the same loyalty program.

Q: What if a business changes their program?
A: You'll finish your current card first, then automatically join the new program version.

Q: Is my information safe?
A: Yes! We only store what's needed for loyalty programs and never share personal data.

FAQ Visual Answers Common questions with visual explanations

What's Next?

Now that you understand the basics:

Learn Advanced Features →
Troubleshooting Tips →
Join Your First Program →

Need Help?

We're here to help you save money and earn rewards:

  • 📧 Email: hello@clientify.app
  • 📖 Complete Guide: More detailed guides available
  • 💬 Quick Questions: Check our FAQ section

Ready to start earning rewards?

Create Your Free Account →

Start earning rewards at all your favorite places today! 🎯