Customer & Business Roles
One of Clientify.app's most powerful features is the ability to be both a customer and a business owner in the same account. Collect rewards at other businesses while running your own loyalty program!
Understanding Roles
Two Distinct Experiences
Customer Role 🛍️:
- Join loyalty programs at businesses you visit
- Collect digital stamps and earn rewards
- Track your progress across multiple programs
- Claim rewards when you complete cards
Business Role 🏪:
- Create loyalty programs for your business
- Manage customer visits and reward claims
- View analytics and track program performance
- Process customer rewards and QR codes
Side-by-side view showing customer dashboard vs business dashboard
Why Have Both Roles?
Real-World Scenarios:
- Coffee shop owner who also gets loyalty rewards at the restaurant next door
- Hair salon owner who earns points at their favorite retail store
- Restaurant owner who collects stamps at the coffee shop they visit daily
- Freelancer who runs a service business but shops everywhere else
Setting Up Multiple Roles
Starting as a Customer
If you created your account by scanning a business QR code, you started as a customer:
To Add Business Role:
- Go to Account Settings (top right menu)
- Click "Switch to Business Role"
- Choose your subscription plan (Starter, Business, or Enterprise)
- Complete business profile setup
- Create your first loyalty program
Starting as a Business Owner
If you signed up directly to create loyalty programs, you started as a business:
Customer Features Are Automatic:
- No extra setup needed - customer features are always available
- Scan QR codes at other businesses anytime
- Join programs just like regular customers
- Collect rewards from places you visit
Visual showing how to add business role to existing customer account
Switching Between Roles
The Role Switcher
Easy Toggle Button:
- Located in top navigation bar
- Switch instantly between customer and business views
- Remembers your preference for next login
- No data loss when switching
Visual Indicators:
- Customer mode: 🛍️ Customer dashboard, purple/blue theme
- Business mode: 🏪 Business dashboard, green/blue theme
- Clear navigation: Always know which role you're in
Screenshot showing the role toggle button and different dashboard themes
Smart Role Detection
Automatic Context Switching:
- Scanning business QR codes → Switches to customer mode automatically
- Processing customer rewards → Ensures you're in business mode
- Dashboard shortcuts → Opens relevant role view
- Direct links → Takes you to correct role context
Managing Both Roles
Customer Activities While Business Owner
You Can Still:
- Visit other businesses and scan their QR codes
- Join loyalty programs as a regular customer
- Earn stamps and rewards from your purchases
- Track progress on multiple customer cards
- Claim rewards you've earned
Your Customer Data:
- Separate from business data - no mixing
- Private customer information - other businesses can't see your business info
- Independent progress - your customer cards don't affect your business analytics
Business Activities While Customer
You Can Always:
- Check your business dashboard anytime
- Process customer rewards for your business
- View business analytics and performance
- Manage your loyalty program settings
- Handle customer service issues
Business Operations Continue:
- Your business QR code keeps working
- Customer visits are recorded normally
- Business analytics track everything
- Program runs independently of your customer activities
Dashboard view showing both customer cards and business program management
Data Separation & Privacy
Completely Separate Data
Customer Side:
- Your visits to other businesses
- Rewards you've claimed as a customer
- Programs you've joined
- Your customer preferences
Business Side:
- Your business customers and their visits
- Your loyalty program settings
- Business analytics and reports
- Payment and subscription information
No Cross-Contamination:
- Other businesses can't see you own a business
- Your customers can't see your customer activities
- Complete privacy maintained between roles
- Professional boundaries preserved
Security Considerations
Role-Based Access:
- Business features require active subscription
- Customer features always free
- Role switching requires authentication
- Data access appropriate to each role
Visual showing how customer and business data remain completely separate
Common Multi-Role Scenarios
Scenario 1: Restaurant Owner Who Loves Coffee
As a Customer:
- Joins loyalty program at local coffee shop
- Earns stamps for daily coffee purchases
- Completes card, gets free coffee reward
- Continues earning on new card
As a Business Owner:
- Runs loyalty program for restaurant
- Processes customer rewards for diners
- Tracks restaurant analytics
- Manages staff and program settings
Benefits:
- Understands customer experience firsthand
- Better program design from customer perspective
- Networking opportunities with other business owners
- Personal savings while running business
Scenario 2: Freelance Designer Who Shops Local
As a Customer:
- Collects stamps at favorite bookstore
- Earns rewards at local lunch spots
- Joins programs at art supply stores
- Saves money on regular purchases
As a Business Owner:
- Runs loyalty program for design services
- Offers stamps for project milestones
- Rewards repeat clients with discounts
- Tracks client satisfaction and retention
Real-world examples showing different ways people use both roles
Advanced Multi-Role Features
Cross-Role Insights
Learning From Both Sides:
- Customer experience informs business decisions
- Business analytics help understand loyalty psychology
- Program design improved by personal usage
- Better customer service from shared experience
Networking Opportunities
Business Owner Community:
- Connect with other business owners using the platform
- Share experiences about what works in loyalty programs
- Learn from other industries and approaches
- Collaborate on cross-promotional opportunities
Professional Development
Skills You'll Develop:
- Customer psychology understanding
- Program optimization expertise
- Digital marketing through QR codes
- Data analysis from business metrics
Infographic showing professional development benefits of dual roles
Best Practices for Multi-Role Users
✅ DO This
Keep Roles Organized:
- Use role switcher intentionally
- Check which role you're in before taking actions
- Separate personal and business activities mentally
- Train staff on your business role only
Leverage Both Perspectives:
- Design better programs using customer experience
- Understand customer pain points from personal use
- Test program changes as a customer first
- Empathize with customers having issues
❌ Avoid This
Don't Mix Contexts:
- Don't discuss your business while being served as a customer
- Don't ask for special treatment because you're a business owner
- Don't compare other businesses publicly to yours
- Don't use customer role to spy on competitors
Maintain Professional Boundaries:
- Keep customer activities private
- Respect other businesses' programs and policies
- Don't solicit other customers while in customer role
- Focus on your experience as a genuine customer
Visual dos and don'ts for managing multiple roles professionally
Troubleshooting Multi-Role Issues
Role Switching Problems
Can't Find Role Switcher:
- ✅ Look in top navigation bar
- ✅ Check account settings menu
- ✅ Ensure business subscription is active
- ✅ Clear browser cache and refresh
Wrong Dashboard Appears:
- ✅ Click role switcher explicitly
- ✅ Check URL - should show correct role
- ✅ Refresh page after switching
- ✅ Sign out and back in if needed
Data Display Issues
Customer Data in Business View:
- ✅ Switch to customer role to see customer data
- ✅ Verify role indicator in interface
- ✅ Check dashboard title confirms correct role
- ✅ Contact support if data appears mixed
Business Data in Customer View:
- ✅ Switch to business role for business features
- ✅ Ensure subscription is active
- ✅ Verify payment status in settings
- ✅ Check role permissions are correct
Step-by-step guide for resolving common multi-role issues
Billing & Subscriptions
How Billing Works with Multiple Roles
Customer Role: Always free
- No charges for customer features
- Unlimited loyalty program participation
- All customer features included
Business Role: Requires subscription
- Choose from Starter, Business, or Enterprise plans
- Billing continues regardless of customer activity
- Business features gated by subscription level
Managing Your Business Subscription
Subscription Controls:
- Upgrade/downgrade plans anytime
- Cancel subscription (keeps customer features)
- Billing history available in business settings
- Payment methods managed in business account
What Happens If You Cancel Business Subscription:
- Customer features continue working normally
- Business features become read-only
- Existing customer data preserved
- Can reactivate business features anytime
Visual explanation of how billing works for multi-role accounts
Next Steps
Master your multi-role experience:
PWA Installation →
Business Setup Guide →
Customer Quick Start →
Need Help?
Multi-role questions and support:
- 📧 Email: hello@clientify.app
- 🔄 Role Switching: Technical support available
- 💰 Billing Questions: Subscription and payment help
- 📊 Data Issues: Priority support for business customers
Ready to experience both sides of loyalty?
Start as Customer → or Add Business Role →
Get the complete loyalty experience from both perspectives! 🎯