Setup Guide

Up and running
in under 30 minutes

Follow these steps to go from signup to your first punch card, membership, or pass sale.

Getting Started
5 steps to your first customer

Each step takes just a few minutes. By the end you'll have a live shop page where customers can claim a punch card or buy a pass.

1
2 minutes

Sign up and choose a plan

Create your account at loyaltrak.com and pick the plan that fits. Loyalty ($19/month) covers free digital punch cards, free memberships, and promos. Starter ($29/month) adds selling prepaid passes and paid memberships online. Pro ($49/month) unlocks unlimited pass types and reports. LoyalPak ($59 one-time) gives you a 90-day window to sell passes — great for seasonal businesses.

Good to know

  • 30-day money-back guarantee — no risk to try it
  • Upgrade anytime from your Billing page
  • Loyalty and Starter include up to 3 active pass types — Pro unlocks unlimited pass types plus 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 (paid passes and memberships only)

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 takes no transaction fees or percentage of your sales. 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.
  • Only running free punch cards, memberships, or promos? Skip this step — no Stripe needed
4
5 minutes

Create your first card or pass

Go to Pass Types and click "New Pass Type." Pick what you're creating — a Loyalty Card, Prepaid Pass, Membership, or Free Promo — then fill in a short form with a live preview. Set the visits or price, describe the reward or perk, 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.

Ideas

  • Coffee Card (Loyalty Card) — 9 visits, reward: free drink
  • VIP Club (Membership) — free, 10% off every visit, valid 1 year
  • 10-Class Pack (Prepaid Pass) — 10 visits, $120, valid 6 months
  • Monthly Unlimited (Membership) — $89, valid 30 days
  • First Class Free (Free Promo) — one per customer, great for new customers
5
2 minutes

Share your shop 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 or your loyalty card
  • Download the QR code image to use in digital graphics or email
Day to Day
Checking customers in at your counter

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 QR code — scan it with the camera tab. Or switch to the Search tab and type their name, email, or phone number. Their card or pass appears on screen instantly.

→

Tap one button

For a prepaid pass or membership, tap "REDEEM 1 VISIT." For a punch card, tap "ADD 1 VISIT." A confirmation appears, and the customer's card updates automatically.

🎁

Hand over the reward

When a punch card is full, the screen shows "Reward ready." Tap "REDEEM REWARD" when you give it to the customer. A new card starts automatically on the same QR code — nothing new for the customer to keep track of.

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 claim a card or 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?
Pass payments go straight to your Stripe account. LoyalTrak takes no transaction fees or percentage of your 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 Loyalty plan?
The Loyalty plan ($19/month) is for businesses that only want free digital punch cards, free memberships, and free promos. It includes up to 3 active pass types and unlimited customers, with no Stripe account needed. To sell passes or paid memberships online, upgrade to Starter or Pro anytime.
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 $59 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 until each pass expires — 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?
When your cancellation takes effect, your shop page goes offline, so customers can't buy or claim new passes, and you can't create new ones. Nothing is deleted. You can still sign in to check customers in and redeem the passes and rewards they already hold, for as long as those passes are valid — and you remain responsible for honoring them. You can resubscribe anytime to restore full access.
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 regular could sign up today.

Get started from $19/month →