Documentation

Joining Loyalty Programs

Joining loyalty programs on Clientify.app is simple and rewarding. This guide will show you how to discover programs, join them, and start earning rewards immediately.

How to Find Businesses

QR Codes at Business Locations

The most common way to join programs:

  • Look for QR codes displayed at businesses
  • Usually placed at counters, entrances, or tables
  • Often labeled "Scan to join our loyalty program"
  • Some businesses include them on receipts or business cards

Space for QR code placement examples

What QR Codes Look Like

Business QR codes are typically:

  • Square black and white pattern
  • 2-4 inches in size for easy scanning
  • Clearly labeled with instructions
  • Branded with business colors or logos

Joining Your First Program

Step 1: Scan the Business QR Code

  1. Open your phone's camera (works with any smartphone)
  2. Point at the QR code - your camera will recognize it automatically
  3. Tap the notification that appears on your screen
  4. Follow the link to Clientify.app

No App Download Required! Everything works through your web browser.

Step 2: Create Account or Sign In

If you don't have a Clientify.app account:

  1. Enter your email address
  2. Create a secure password
  3. Verify your email (check your inbox)
  4. Choose "Customer" role

If you already have an account:

  1. Simply sign in with your credentials
  2. Continue to the next step

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Step 3: Automatic Program Enrollment

Once signed in:

  1. Loyalty card is created automatically for this business
  2. You're enrolled in their current program
  3. Card appears in your dashboard immediately
  4. Ready to start earning visits!

Understanding Your Digital Loyalty Card

Card Information

Each digital loyalty card shows:

  • Business name and logo
  • Current progress (e.g., "3 of 8 visits")
  • Reward description (what you'll earn)
  • Visual progress bar
  • Join date

Digital Loyalty Card Example Space for loyalty card screenshot

Card Status

Active Cards (in progress):

  • You're still collecting visits
  • Shows current progress
  • Visit by showing your Customer QR code to the business

Reward Ready (completed):

  • You've earned your reward!
  • Can generate Reward QR code
  • Present to business to claim

Archived (completed or removed):

  • Cards you've finished
  • Cards you chose to remove
  • Still viewable in card history

Earning Your First Visit

The Visit Process

  1. Visit the business location
  2. Open your Customer QR code on your phone (from your loyalty card)
  3. Show it to the business staff
  4. They scan your Customer QR code with their scanner
  5. Visit is automatically recorded
  6. Progress updates immediately on your device

Space for visit recording flow

Important Visit Rules

One Visit Per Day:

  • You can only record 1 visit per business per day
  • Prevents abuse and keeps things fair
  • Visit counter resets at midnight

Different QR Codes:

  • Business QR code for joining programs
  • Your Customer QR code for recording visits
  • Customer QR expires in 30 seconds for security

Automatic Detection:

  • System knows if you're joining or recording a visit
  • No confusion about what action to take

Managing Multiple Programs

Your Dashboard Overview

Your customer dashboard shows:

  • Active cards (in progress)
  • Reward ready cards (completed)
  • Total programs you've joined
  • Recent activity

Organizing Your Cards

Active Cards Section:

  • Cards you're currently working on
  • Sorted by progress (closest to completion first)
  • Quick access to scan for visits

Completed Cards Section:

  • Cards ready for reward redemption
  • Generate Reward QR codes
  • Clear indication of achievement

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Card Management Options

Archive Cards:

  • Remove cards you no longer want
  • Useful for businesses you don't visit anymore
  • Can unarchive later if desired

View History:

  • See all your past activity
  • Track when you joined programs
  • Review claimed rewards

Best Practices

Joining Programs Strategically

Choose Businesses You Visit Regularly:

  • Restaurants you eat at weekly
  • Coffee shops on your commute
  • Services you use monthly
  • Stores you shop at frequently

Consider the Reward Value:

  • Is it worth your typical purchase amount?
  • How long will it realistically take to earn?
  • Does the reward motivate return visits?

Staying Organized

Check Your Dashboard Regularly:

  • See which cards are close to completion
  • Plan visits to businesses where you're close to rewards
  • Don't let progress go to waste

Set Reminders:

  • Note businesses where you're 1-2 visits away
  • Plan to visit during reward-earning timeframe
  • Don't forget to scan when you visit!

Troubleshooting Common Issues

QR Code Won't Scan

Camera Issues:

  • Ensure good lighting
  • Hold phone steady
  • Try different angles
  • Make sure QR code is fully in frame

QR Code Quality:

  • Some printed QR codes may be damaged
  • Ask staff if they have another copy
  • Check if QR code is large enough

Browser Issues:

  • Try refreshing the page
  • Clear browser cache
  • Try a different browser

Can't Join Program

Business May Not Have Active Program:

  • Not all businesses run programs year-round
  • Ask staff if they have a loyalty program
  • Check back later - they may launch one

Already Joined:

  • You might already be enrolled
  • Check your dashboard for existing cards
  • Look for the business in your active or archived cards

Not Getting Visit Credit

Daily Limit Reached:

  • You can only record 1 visit per day per business
  • Wait until tomorrow to record another visit
  • System resets at midnight

Wrong QR Process:

  • For joining: Scan the Business QR code with your phone
  • For visits: Show your Customer QR code to staff to scan
  • Some businesses have multiple QR codes for different purposes
  • Ask staff to show you the correct loyalty program process

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Next Steps

Now that you know how to join programs:

Learn About Scanning QR Codes →
Understand Your Dashboard →
Claiming Your Rewards →

Need Help?

Start earning rewards from your favorite businesses today! 🎉