Business Account Setup
This guide will walk you through setting up your business account on Clientify.app and preparing for your first customer loyalty program.
Step 1: Create Your Account
- Visit clientify.app/signup
- Enter your email and create a secure password
- Verify your email address (check your inbox)
- Choose "Business" when prompted for your role
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Step 2: Choose Your Subscription Plan
After creating your account, you'll be prompted to choose a subscription plan:
Starter Plan - $15/month
- 1 loyalty program
- Up to 100 active customers
- Basic analytics and reporting
- Email support
- Perfect for small businesses getting started
Business Plan - $35/month ⭐ Most Popular
- 1 loyalty program
- Up to 500 active customers
- Advanced analytics & reporting
- Priority support
- Custom branding and colors
- Recommended for growing businesses
Enterprise Plan - Custom Pricing
- Unlimited loyalty programs
- Unlimited active customers
- White-label solution
- Full API access & integrations
- Dedicated account manager
- 99.9% uptime SLA
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Payment Options: We accept all major credit cards and process payments securely through Polar. You can cancel anytime with no cancellation fees.
💡 Recommendation: Start with the Business Plan - it includes everything most businesses need, and you can always upgrade or downgrade later.
Step 3: Complete Your Business Profile
Once subscribed, you'll set up your business profile:
Required Information
- Business Name: This appears on customer loyalty cards
- Business Category: Helps customers find you (Restaurant, Retail, Service, etc.)
- Contact Information: Email and phone (for support)
Optional but Recommended
- Business Logo: Upload your logo (appears on customer cards)
- Business Description: Brief description of your services
- Business Hours: When customers can visit
- Address: Physical location (if applicable)
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💡 Pro Tip: A complete profile builds trust with customers and makes your loyalty cards more professional.
Step 4: Understand Your Dashboard
After setup, you'll see your Business Dashboard with:
Main Sections
- Overview: Key metrics and recent activity
- Loyalty Programs: Create and manage your programs
- Customers: View customer activity and visits
- Analytics: Detailed reports and insights
- Settings: Business profile and team management
Key Metrics You'll See
- Total Visits: All-time customer visits
- Active Cards: Currently active loyalty cards
- Completed Rewards: Successfully claimed rewards
- This Month: Current month's activity
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Step 5: Team Member Management (Pro+)
If you're on Professional or Enterprise plan, you can invite team members:
How to Add Team Members
- Go to Settings > Team
- Click "Invite Team Member"
- Enter their email address
- Choose their permission level
- Send invitation
Permission Levels
- Admin: Full access to everything
- Manager: Can create/edit programs, view analytics
- Staff: Can scan QR codes and process visits only
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Step 6: Understand Billing
Billing Cycle
- Monthly or yearly billing
- Automatic renewal
- Cancel anytime (service continues until period ends)
What Happens When You Cancel
- Loyalty programs remain active until end of billing period
- Customer data export available before cancellation
- Can reactivate anytime with same programs intact
Upgrading/Downgrading
- Changes take effect at next billing cycle
- No interruption to existing programs
- Data remains intact during transitions
Next Steps
Now that your business account is set up, you're ready to:
Create Your First Loyalty Program →
This is where the magic happens! You'll design a program that perfectly fits your business and starts attracting repeat customers.
Troubleshooting
Common Setup Issues
Q: I don't see the Business role option
A: Clear your browser cache and try again. The role selection appears after email verification.
Q: Payment failed during subscription
A: Check that your card details are correct and has sufficient funds. Contact hello@clientify.app if issues persist.
Q: Can I switch to Business role later?
A: Yes! Go to your profile settings and click "Switch to Business Role" anytime.
Q: Do I need a physical location?
A: No! Clientify.app works for online businesses, service providers, and any business model.
Need Help?
- Email: hello@clientify.app
- Response Time: 24 hours (Priority support for Pro+ plans)
- Documentation: Browse all guides at /docs
Ready to create your first loyalty program? Continue to Program Creation →