Add your shop

Add your shop's details once, and Shop Loyalty uses them everywhere — on your customer's member app, on rewards, and in your marketing emails.

Where to go

Merchant Portal → Settings (the plain-text link at the far right of the top bar). From a phone, tap the ☰ menu icon at the far left and choose Settings.

What to fill in

• Business name — appears on your member app, rewards and email campaigns.
• Logo and brand color — used across the Member app, the check-in screen, and marketing materials. Keep it simple: a square logo works best.
• Address and phone — shown to customers and used for location presence check-in.

Groups

Groups are how you slice your customer base — "New customers", "Weekly regulars", "VIPs" — and how automations decide who gets which offer. Start with two or three:

• A New group (say, joined within the last 30 days)
• A Regulars group (visits at least once a week)
• A VIP group (your top spenders)

See Customer Groups for the full rules builder — you can base any group on visits, spend, points, sign-up age, or a mix, and every group can be renamed, re-ordered or deleted later.

Your account

Add your billing email and AP contact under Settings → Account. This is where invoices and renewal reminders go. See Billing.

Next steps

• Set rewards
• Turn on handsfree automations