Using the App Daily
Once you're signed up, here's everything you need to know about using Clientify.app in your daily routine to maximize rewards and save money.
Your Dashboard Deep Dive
Main Sections Explained
🎯 Active Cards Section These are loyalty programs where you're still collecting visits:
- Progress bars show how close you are to rewards
- Sorted by completion - closest to finishing appear first
- Quick actions - tap to scan or view details
- Business info - hours, location, contact details
🏆 Reward Ready Section
These cards are complete and ready to claim:
- "Claim Reward" buttons generate special QR codes
- Reward details remind you what you've earned
- Expiration info if rewards have time limits
- Quick claiming - tap to get your QR code instantly
Detailed view of dashboard showing active vs reward-ready cards
Understanding Card Information
Each Card Shows:
- Business logo and name
- Progress fraction (like "6 of 10 visits")
- Progress bar (visual completion status)
- Reward description (what you'll get)
- Join date (when you started this card)
- Last visit (when you last earned a stamp)
Card Status Indicators:
- 🟢 Active: Still collecting visits
- 🟡 Reward Ready: Complete, ready to claim
- 🔴 Expired: Past deadline (if applicable)
- ⚪ Archived: Hidden from main view
Annotated loyalty card showing all information elements
Scanning QR Codes Like a Pro
Two Types of QR Codes
Business QR Codes (You scan these):
- Purpose: Join programs and record visits
- Where to find: At business counters, tables, entrances
- How to scan: Point phone camera, tap notification
- What happens: Account creation or visit recording
Your Customer QR Codes (Businesses scan these):
- Purpose: Prove you're ready to claim rewards
- How to generate: Tap "Claim Reward" on completed cards
- Security: Expires in 30 seconds
- What happens: Staff scans it, you get your reward
Side-by-side comparison showing business vs customer QR codes
Scanning Best Practices
✅ For Best Results:
- Good lighting: Avoid dark areas or harsh glare
- Steady hands: Hold phone still for 2-3 seconds
- Right distance: 4-8 inches away from QR code
- Clean camera: Wipe lens if scanning isn't working
- Tap notification: Don't miss the popup that appears
📱 Different Phone Types:
- iPhone: Camera app recognizes QR codes automatically
- Android: Most recent versions work automatically
- Older phones: May need to download QR scanner app
Visual guide showing proper scanning technique and distance
Recording Visits Step-by-Step
The Complete Process
Step 1: Arrive at Business
- Make sure you're physically at the business location
- Look for their Clientify.app QR code
- Have your phone ready
Step 2: Show Your Customer QR Code
- Open your loyalty card for that business
- Tap "Record Visit" or "Show QR Code"
- QR code appears on your screen (expires in 30 seconds)
- Show it to staff member
- They scan it with their device
Step 3: Confirmation
- Screen shows success message
- Visit counter updates immediately (like 4/8 visits)
- Progress bar advances
- New visit appears in your history
Step-by-step visual showing the complete visit recording process
What Happens Behind the Scenes
When your QR code is scanned:
- ✅ System verifies you're a real customer
- ✅ Checks daily limit (1 visit per business per day)
- ✅ Records visit with timestamp
- ✅ Updates your progress in real-time
- ✅ Sends confirmation to your device
Troubleshooting Visit Issues
"My visit didn't record":
- Check if you already visited today (1 per day limit)
- Make sure staff scanned your QR code successfully
- Verify you're at the correct business location
- Contact business if problem persists
"QR code expired":
- Simply generate a new one (takes 2 seconds)
- Show the new code to staff
- Codes expire every 30 seconds for security
"Staff can't scan my code":
- Increase phone brightness
- Hold phone steady
- Try different angle or distance
- Generate fresh QR code
Common problems and solutions for visit recording
Claiming Rewards Mastery
When You're Ready to Claim
Your card shows:
- "Reward Ready" status
- Green completion indicator
- "Claim Reward" button prominently displayed
- Reward description reminder
Example of completed loyalty card ready for reward claiming
The Claiming Process
Step 1: Go to the Business
- Visit during business hours
- Bring your phone with battery
- Be ready to show your reward QR code
Step 2: Generate Reward QR Code
- Open your completed loyalty card
- Tap "Claim Reward" button
- Special reward QR code appears
- 30-second countdown timer starts
- Show code to staff immediately
Step 3: Staff Processing
- Staff member scans your reward QR code
- Their system confirms the reward
- They provide your reward (free item, discount, etc.)
- System marks reward as claimed
Step 4: Automatic Reset
- New loyalty card starts immediately
- Visit counter resets to 0
- You can start earning visits again right away
- Completed card moves to your history
Reward Types You Might See
Free Items:
- Free coffee, sandwich, dessert, etc.
- Usually specific item mentioned in reward description
- No additional purchase required
Discounts:
- Percentage off (like 20% off total purchase)
- Dollar amount off (like $5 off order over $25)
- Applied at checkout
Upgrades:
- Size upgrades (free large instead of medium)
- Premium options (extra toppings, better ingredients)
- Service upgrades (priority seating, express service)
Special Access:
- Early access to new products
- Members-only deals or events
- VIP treatment or recognition
Managing Multiple Programs
Strategic Program Selection
Choose Programs Based On:
- Visit frequency: How often do you actually go there?
- Achievable goals: Can you realistically complete the program?
- Reward value: Is the reward worth the effort?
- Convenience: Is it on your regular route/routine?
Example Good Choices:
- ☕ Coffee shop on your commute (daily visits)
- 🍕 Restaurant you visit weekly (regular visits)
- 💇♀️ Hair salon you visit monthly (predictable visits)
- 🛒 Grocery store you shop at regularly (routine visits)
Visual guide showing how to choose the best programs for your lifestyle
Dashboard Organization Tips
Prioritize Wisely:
- Near completion cards appear at top automatically
- Check progress before making business choices
- Plan visits around cards that are almost done
- Archive unused programs to reduce clutter
Track Your Success:
- Monthly goals: Try to complete 2-3 cards per month
- Favorite rewards: Focus on programs with rewards you really want
- Seasonal adjustments: Switch programs based on weather/seasons
- Regular reviews: Monthly check of active programs
Advanced Management Features
Archiving Cards:
- When to archive: Businesses you don't visit anymore
- How to archive: Settings menu on each card
- What happens: Card hidden but not deleted
- Restore anytime: Un-archive if you start visiting again
Card History:
- View all completed cards and rewards claimed
- Track total rewards earned over time
- See visit patterns and favorite businesses
- Export data if you want your own records
Dashboard showing archiving options and history tracking features
Maximizing Your Rewards
Pro Tips for More Rewards
Timing Strategies:
- Visit during slow periods - staff more likely to mention loyalty program
- Batch visits when you have multiple programs to complete
- Plan routes to hit multiple businesses efficiently
- Use rewards strategically during expensive purchases
Social Benefits:
- Bring friends - some businesses offer referral bonuses
- Share programs you love with others
- Ask about loyalty programs at new businesses you try
- Follow businesses on social media for special loyalty offers
Combination Strategies:
- Stack with sales - use rewards when items are already discounted
- Birthday perks - many loyalty programs have birthday bonuses
- Group orders - use rewards on large orders for maximum value
- Gift giving - some rewards work great for gifts
Infographic showing various strategies to get the most value from loyalty programs
Privacy & Security
What We Store
Your Data Includes:
- Name and email address
- Business visit history
- Reward claim history
- Program participation records
What We DON'T Store:
- Credit card information
- Detailed purchase history
- Location tracking outside of visits
- Personal conversations or messages
Security Features
Built-in Protection:
- Encrypted data transmission and storage
- Expiring QR codes (30-second limit)
- One-time rewards (can't be used twice)
- Visit verification (must be at business location)
Your Privacy Rights
You Can Always:
- View all your data in your account settings
- Delete specific programs or visit history
- Export your data for your own records
- Delete your account completely if desired
Visual explanation of data handling and security measures
Next Steps
Master your loyalty experience:
Advanced Troubleshooting →
FAQ for Customers →
Account Settings →
Need Help?
We're here to make your loyalty experience amazing:
- 📧 Email: hello@clientify.app
- 🕐 Response Time: Usually within 24 hours
- 📱 Quick Help: Check our troubleshooting guide
- 💬 Community: Tips from other customers
Ready to become a loyalty program pro?
Start scanning, earning, and saving today! 🎯