Setup Guide

Up and running
in under 30 minutes

Follow these steps to go from signup to your first pass sale.

Getting Started
5 steps to your first pass sale

Each step takes just a few minutes. By the end you'll have a live sales page where customers can buy passes directly.

1
2 minutes

Sign up and choose a plan

Create your account at loyaltrak.com. Choose Starter ($19/month) if you're just getting started — you can upgrade anytime. LoyalPak ($39 one-time) is great if you want to try it for a season before committing monthly.

Good to know

  • 30-day money-back guarantee — no risk to try it
  • You can switch plans anytime
  • Starter includes up to 3 active pass types — Pro unlocks unlimited pass types plus powerful features like limited quantity sales and scheduled sale dates
2
5 minutes

Complete your account setup

After payment, you'll be guided through a short setup wizard. Fill in your business name, contact info, the phone and email your customers will see, and your address. This info appears on every customer's pass page.

Tips

  • Your shop URL is generated from your business name — you can customize it in Settings
  • Use a customer-facing email, not a personal one — customers will reply to it
  • You can always update this info later in Settings
3
5 minutes

Connect Stripe to accept online payments

Click "Set Up Online Payments" in your dashboard or settings. You'll be taken to Stripe's secure onboarding flow. If you already have a Stripe account, just sign in — it takes about 30 seconds. New to Stripe? The setup takes about 10 minutes and requires your business info and bank account details.

About payments

  • Pass sale payments go directly to your Stripe account — LoyalTrak never holds your money
  • LoyalTrak charges no transaction fees. Standard Stripe processing fees apply — see Stripe for details
  • No Stripe required to add passes manually. Perfect for cash, Venmo, or in-person POS payments.
4
5 minutes

Create your first pass type

Go to Pass Types and click "New Pass Type." Give it a name, set the price and number of credits, and choose how long it's valid. You can also set a fixed expiry date or a selling window if you only want it available for a limited time.

Pass type ideas

  • 10-Class Pack — 10 credits, $120, valid 6 months
  • Monthly Unlimited — Unlimited credits, $89, valid 30 days
  • Trial Pack — 3 credits, $35, valid 60 days — great for new customers
5
2 minutes

Share your sales page

Your shop page is live the moment you create a pass type. Go to your Dashboard to find your shop URL and QR code. Print the QR code for your front desk, share the link on Instagram or your website, or text it directly to a customer.

Ways to share

  • Print the QR code and put it at your front desk or window
  • Add the link to your Instagram bio or website
  • Text or email the link directly to customers who ask about passes
  • Download the QR code image to use in digital graphics or email
Day to Day
Redeeming a visit at your front desk

Staff don't need any training — the redemption screen is designed to be used quickly on any phone or tablet.

→

Open the redemption screen

From your dashboard, click the "Redeem Screen" quick link. Bookmark this page on your front desk tablet or phone — it's the only page staff need access to during the day.

→

Scan QR or search by name

Ask the customer to show their pass QR code — scan it with the camera tab. Or switch to the Search tab and type their name to find them. The customer's credit balance appears on screen instantly.

→

Tap Redeem

Tap the large "REDEEM 1 VISIT" button. The credit is deducted instantly and a confirmation appears. The customer's balance link updates automatically — they'll see their new balance the next time they check.

Questions
Frequently Asked Questions

If you don't see your question here, email us at support@loyaltrak.com.

Do my customers need to download an app?
No. Customers receive a link by email when they buy a pass. They open it in any browser to see their balance and QR code. Nothing to install, no account to create.
What if a customer pays cash in person?
Use the "Add Pass Manually" page in your dashboard. You enter the customer's name and select a pass type — no Stripe transaction is created. You can optionally add their email so they receive a balance link automatically.
What payment processing fees will I pay?
LoyalTrak charges no transaction fees on pass sales. Stripe's standard processing fees apply to each transaction — see Stripe's pricing page for current rates. These are the same fees you'd pay with any Stripe integration.
What's the difference between Starter and Pro?
Starter allows up to 3 active pass types — enough for most businesses getting started. Pro gives you unlimited pass types, a branded sales page with your logo, and access to sales and redemption reports with CSV export. Both plans include online sales and unlimited customers.
What is LoyalPak?
LoyalPak is a one-time $39 payment instead of a monthly subscription. It gives you a 90-day window to sell passes. After the window closes, your customers can still redeem their remaining credits indefinitely — you just can't sell new passes online until you renew or upgrade to a monthly plan.
Can I cancel anytime?
Yes, you can cancel anytime. You'll keep full access through the end of your billing period. We also offer a 30-day money-back guarantee — if LoyalTrak isn't working for you within the first 30 days, we'll give you a full refund. No questions asked.
What happens to my customers' passes if I cancel?
Your shop page goes offline immediately so no new passes can be purchased. Your customers' existing credits remain valid and can be redeemed for 90 days after your cancellation date — giving them time to use what they paid for. After 90 days, the account becomes inactive and redemptions are no longer available. We recommend notifying your customers before cancelling so they can plan accordingly.
Do I need to use Stripe to collect payments?
No. Stripe is only required if you want to sell passes online through your LoyalTrak shop page. You can collect payment any way you like — cash, Venmo, Zelle, Square, or any other method — and then manually add the pass from your dashboard. Customers still get a balance link and QR code for easy check-in, giving them the same great experience regardless of how they paid.

Ready to get started?

Set up your account in minutes. Your first pass sale could happen today.

Start for $19/month →