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Business Owner Setup Guide

Get your loyalty programme up and running.

GoLoyal makes it easy to create a digital loyalty card that your customers can join by scanning a QR code and keep on their phone. This guide shows you how to set up your venue, create your first card, and get everything ready to go live.

Go to Dashboard

On this page

  • Log in and find your dashboard
  • Create your location first
  • Choose your offer type
  • Create your loyalty card
  • Understand card visibility
  • Get your QR codes
  • Set up your staff
  • Digital wallet
  • Test before you go live

Log in and find your dashboard

Go to dashboard.goloyal.co.uk and log in. Once inside, you’ll see your card overview, recent scan activity, and the tools you need. If you haven’t created a card yet, head to Create Loyalty Card.

Create your location first

Before you create your loyalty card, add your business location in the dashboard. This is required so your card can be linked to the correct venue and your setup can be completed properly.

Your location should include the main details your customers may need, such as your venue name, address, and any linked contact information.

Why this comes first

Before moving on, make sure:

  • your location has been created
  • the venue name is correct
  • the address details are accurate
  • the location is ready to select on the card form

Choose your offer type

Decide what kind of loyalty programme you’re running before creating your card. GoLoyal supports three offer types: Traditional Loyalty Programme, Continuous Discount, and First-Visit Offer.

Traditional Loyalty Programme

Customers earn stamps or points with each qualifying visit. When they reach the target, the card moves to Reward Ready. The next valid staff scan confirms the reward. After completion, the customer can start again with a fresh card.

Best for: cafés, restaurants, and repeat-visit businesses.

Continuous Discount

This is best for regular customers who receive an ongoing discount. In the current live flow, the reward is confirmed immediately on the threshold scan. There is no separate reward-ready step. After completion, the customer can rejoin.

Best for: standing discounts and high-frequency customers.

First-Visit Offer

This is a one-time welcome offer for new customers. In the current live flow, the reward is confirmed immediately on the threshold scan. It does not reset or restart and cannot be reused for the same offer.

Best for: new customer promotions and acquisition offers.

Create your loyalty card

Once your location is in place, you can create your loyalty card.

Fill in your card details clearly so customers understand the offer at a glance. Keep the wording simple, make the reward obvious, and select the location you created earlier.

What to fill in

  • Business name
  • Logo
  • Reward description
  • Stamp or points target
  • Expiry
  • Offer type
  • Select your location

Best Practice

Use reward wording that is clear and specific, such as:

  • Free coffee
  • 20% off your next order
  • Free dessert

Avoid vague labels like:

  • Reward
  • Offer
  • Benefit

Understand card visibility

Every card has a visibility setting.

Active means the card is live and new customers can join.
Hidden means the card is paused for new joins, but existing customer cards are not affected.

Active

Live and ready for new customer joins.

Hidden

Paused for new joins. Existing customer cards continue to work.

Get your QR codes

GoLoyal uses two different QR codes, and they do different jobs. This is one of the most important parts of your setup

Marketing QR

This is the QR code you display in your business. New customers scan it to join your loyalty programme and claim their card.

Use it on:

  • counters
  • menus
  • posters
  • flyers
  • receipts

Customer QR

This QR code appears on each customer’s individual card. Staff scan it to add stamps or confirm rewards.

Important:
 Never print or share the Customer QR publicly.

Set up your staff

If your team will be scanning customer cards, add them before you go live.

Go to the staff area in your dashboard, add each staff member, and make sure they activate their account before launch.

Simple launch routine for staff

  1. Add each staff member
  2. Make sure they activate their account
  3. Ask them to read the Staff Scanner Guide
  4. Complete at least one test scan before launch

Digital wallet

Customers can save their loyalty card to Apple or Google Wallet.

The wallet card is designed to reflect the latest balance. If a recent change does not appear straight away, customers can refresh or re-add the card.

Test before you go live

Before launch, do one full end-to-end test using a real phone and a staff account.

This helps you confirm that your join flow, staff scanning, reward flow, and recent scan records are all working properly before customers start using the programme.

Pre-go-live checklist

  • Location created and selected correctly on the card
  • Marketing QR scans correctly
  • Join page shows the right business name, logo, offer, and terms
  • Customer card can be saved to Google Wallet
  • Staff can scan the Customer QR
  • Stamp count updates correctly
  • Recent Scans shows the transaction
  • Staff name appears correctly in the scan record

Read the Staff Scanner Guide

You’re ready to launch

Once your card is active, your location is linked correctly, your Marketing QR is on display, and your staff understand how scanning works, your programme is live.

Keep your launch simple:

  • display the Marketing QR clearly
  • explain the reward in plain English
  • make sure staff know the difference between the two QR codes
  • test again after your first real customer joins
View FAQ & Troubleshooting