Overview
Getting Started with Clientify.app
Welcome to Clientify.app! This guide will help you understand how our customer loyalty platform works and get you started with your first program.
What is Clientify.app?
Clientify.app is a modern customer loyalty platform that replaces traditional paper punch cards with digital, QR-code based loyalty programs. It's designed for businesses of all sizes to increase customer retention and build lasting relationships.
How It Works
The Dual Role System
Clientify.app supports two main roles:
👤 Customer Role: Join loyalty programs, collect visits, and claim rewards
🏢 Business Role: Create programs, manage customers, and process rewards
Users can switch between roles at any time from their profile settings.
The QR Code System
Our platform uses a smart two-QR system:
Business QR Code (Static)
- Displayed at your business location
- Customers scan to join programs only
- One QR code per business - never changes
Customer QR Code (Dynamic)
- Generated by customers on their device (expires in 30 seconds)
- Businesses scan these to register visits
- Fresh QR code generated each time for security
Space for QR system diagram
Quick Start Checklist
For Businesses
✅ Step 1: Create your Clientify.app account
✅ Step 2: Choose "Business" role
✅ Step 3: Subscribe to a plan (Pro recommended)
✅ Step 4: Set up your business profile
✅ Step 5: Create your first loyalty program
✅ Step 6: Display your Business QR code
✅ Step 7: Start collecting customers!
For Customers
✅ Step 1: Create your Clientify.app account
✅ Step 2: Choose "Customer" role
✅ Step 3: Scan a Business QR code to join a program
✅ Step 4: Visit the business and show your Customer QR code
✅ Step 5: Track your progress on your dashboard
✅ Step 6: Generate reward QR when complete
✅ Step 7: Claim your reward!
Key Concepts
Digital Loyalty Cards
Digital loyalty cards replace traditional paper punch cards. Each card:
- Tracks visits when businesses scan your Customer QR code
- Shows progress visually with a progress bar
- Displays business branding and reward information
- Cannot be lost or damaged like paper cards
Space for digital card screenshot
Visit Limits
To prevent abuse, the system enforces:
- One visit per customer per business per day
- Automatic fraud detection
- Clean, tamper-proof visit records
Program Updates
One of our most powerful features:
- Update your loyalty program anytime
- Existing customers finish their current cards
- New customers automatically join the updated program
- No disruption to ongoing rewards
Understanding Roles
Switching Roles
Users can switch between Customer and Business roles:
- Go to your profile settings
- Click "Switch to Business Role" (or vice versa)
- Complete any required setup steps
- Access your new dashboard
Space for role switching screenshot
Multi-Role Benefits
Many users benefit from both roles:
- Business owners can join other loyalty programs as customers
- Customers can later start their own business programs
- Seamless experience across both perspectives
Next Steps
For Businesses
Continue to: Business Account Setup →
For Customers
Continue to: Customer Account Setup →
Need Help?
- Documentation: Browse our complete guides
- Email Support: hello@clientify.app
- Priority Support: Available for Pro and Enterprise plans
Ready to transform your customer relationships? Let's get started! 🚀