Getting Started Guide

Welcome to PerksBy! PerksBy helps you turn first time customers into regulars by rewarding them for coming back. This guide walks you through setting up your loyalty program, inviting customers, training your staff, and handling rewards at checkout.

You do not need special hardware. A phone or tablet with internet access is enough to get started.

1. Create Your Business Account

  1. Visit PerksBy.com/Register
  2. Open the business registration page and create your account.
  3. Complete your business information and follow the instructions to access your Business Dashboard.
  4. Verify your account if prompted.
  5. Familiarize yourself with the dashboard before inviting customers.

Tip: Keep your business login credentials secure. Give staff access only through the designated staff scanning workflow.

2. Set Up Your Loyalty Program

Before inviting customers, configure the basics of your program.

  1. Open your Business Dashboard.
  2. Find the Loyalty Settings section.
  3. Configure your welcome bonus if you want to award points when someone joins.
  4. Open the Rewards section and configure the rewards you want to offer.
  5. Review the point requirements for each reward so your staff know when customers qualify.

Tip: Keep your program simple at first. Customers should understand how they earn points and what they can redeem. Current program is designed around two types of rewards, Free Stuff (ex: Cookie for 25 points) and Dollar Amounts (ex: 150 points = $1). You can define the customer purchase $ amount to points awarded.

3. Print and Share Your Business QR Code

Your business QR code is how customers join your loyalty program.

  1. Find the business QR code in your Business Dashboard.
  2. Open or download the QR code using the available option.
  3. Print it and display it somewhere customers can easily scan it, such as your checkout counter, menu board, or table tent.
  4. Share the QR code on your website or social media if appropriate.
  5. Test it yourself using a phone before displaying it to customers.

What Happens When a Customer Scans It?

The customer opens the PerksBy registration page, creates an account, and joins your business’s loyalty program. Any configured welcome bonus is applied according to your program settings.

A customer who already has a PerksBy account can also join your business without needing to create a separate account. If customer creating their account for the first time by scanning the QR Code, they will be automatically enrolled into your business with any welcome bonus (if any).

Important: Your business QR code is for joining your program. Customers use their own personal loyalty QR code when earning or redeeming points.

4. Set Up Staff Scanning

PerksBy provides a staff scanning workflow so employees can look up customers and manage their points during a visit. Most of the time your staff is you and you could always save the scan link on your iPhone on home screen for quick access and launch.

  1. Open your Business Dashboard.
  2. Locate the Staff Scan section and the staff scanning link.
  3. Open the staff scanning page on the phone or tablet you plan to use.
  4. Locate the Staff Scan PIN settings in your dashboard.
  5. Set up the PIN according to the instructions provided in your dashboard.
  6. Test the scanning page with a customer account before using it during business hours.

Tip: Keep the staff scanning link and PIN available to authorized employees. Do not display the PIN publicly or share it with customers.

5. Train Your Staff to Scan Customers

Before your first busy shift, have each employee practice the following steps.

  1. Open the staff scanning page.
  2. Enter the staff PIN if prompted.
  3. Ask the customer to open their PerksBy loyalty card.
  4. Scan the customer’s personal QR code using the supported scanning method.
  5. Confirm that the correct customer and your business’s loyalty information appear.
  6. Review the available points and rewards before taking action.

If a customer is new to your business’s program, help them scan your business QR code and complete registration first.

Staff reminder: Always confirm that the correct customer is displayed before adding points or redeeming a reward.

6. Add Points to a Customer’s Account

After a qualifying purchase, staff can add points through PerksBy.

  1. Complete the customer’s order in your usual point of sale system.
  2. Open the PerksBy staff scanning page and scan the customer’s loyalty QR code.
  3. Confirm the customer and their current loyalty information.
  4. Select the Add Points option.
  5. Enter the points according to your business’s loyalty policy and the purchase amount.
  6. Submit the transaction and confirm that the points were added successfully.
  7. Let the customer know their updated balance, if appropriate.

Important: PerksBy and Square are not yet integrated yet. This integration is planned. Staff must add points in PerksBy separately from processing the payment in Square.

7. Redeem a Reward at Checkout Using Square

Until direct Square integration is available, staff must record the redemption in PerksBy and apply the corresponding discount in Square.

One Time Setup in Square

Create a discount for each fixed dollar reward your business offers.

  1. Sign in to your Square Dashboard.
  2. Navigate to Items and Services, then Items, then Discounts. Menu names may vary slightly by Square interface.
  3. Select Create a Discount.
  4. Name the discount clearly, for example, PerksBy $1 Reward.
  5. Choose a fixed Amount discount and enter $1.00.
  6. Select the applicable location or locations.
  7. Save the discount.
  8. If necessary, make sure authorized staff have permission to apply discounts in Square.
  9. Test the discount on a test sale or appropriate nonpayment workflow before using it with customers.

Repeat this setup for other fixed dollar rewards, using the correct amount and a clear name for each one.

Official Square guide: Create and edit discounts.

Redeem a $1 Reward During a Sale

When a customer has enough points for a $1 reward:

  1. Open the customer’s profile using the PerksBy staff scanning page.
  2. Confirm that the customer has enough points and that the reward is available.
  3. Select the appropriate Redeem option in PerksBy.
  4. Confirm that the redemption was recorded successfully.
  5. Switch to Square and open the customer’s current sale.
  6. Review the sale, select Add Discount, and choose PerksBy $1 Reward.
  7. Confirm that the $1 discount appears in the transaction total.
  8. Complete the payment in Square.

The reward is now recorded in PerksBy, and the discount is reflected in Square.

Important: Do not apply the Square discount unless the customer qualifies for the corresponding PerksBy reward. If the sale is cancelled after the reward has been redeemed, contact the business manager to resolve the redemption before attempting it again.

Official Square guide: Apply discounts to transactions.

8. What Staff Should Remember

Before completing a loyalty transaction, staff should confirm:

  1. The correct customer is selected.
  2. The purchase qualifies for points under your business’s policy.
  3. The customer has enough points for the reward being redeemed.
  4. Points are added only once for the qualifying purchase.
  5. The matching discount is applied in Square when a reward is redeemed.
  6. The customer receives confirmation that the points or reward action was completed.

Tip: PerksBy records loyalty activity. Square processes the sale and applies the discount. Until integration is available, both steps are necessary.

9. A Simple Opening Checklist

Before starting each shift:

  • Open the staff scanning page.
  • Confirm that scanning works on your device.
  • Make sure authorized staff know the PIN.
  • Confirm that your Square discounts are available.
  • Remind staff how to add points and redeem rewards.

10. Need Help?

If something does not work as expected, note the customer account involved, the action you were attempting, and any error message shown. Contact your business administrator or PerksBy support before repeating an action that may have already added points or redeemed a reward.

Welcome to PerksBy. Start simple, reward your customers, and give them another reason to come back!