Business Guide
Everything you need to set up, run, and grow your loyalty programme on Stackd.
How Stackd works
Stackd lets your business run a stamp or points loyalty programme with zero app installation for your customers. The entire flow happens in a browser.
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1
Print your QR code
A QR code is generated for each of your locations. Print it and place it at that location's counter. It never changes.
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2
Customer scans
The customer scans the QR with their phone camera — no app download. It opens a simple check-in page in their browser.
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3
Customer enters their contact detail
Email address or phone number. First-time customers enter their name to create a loyalty account.
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4
Operator generates a PIN
Your staff member (operator) uses the Operator POS screen to generate a PIN for this transaction. The PIN is shown on screen for 90 seconds.
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5
Customer enters the PIN
The customer types the PIN shown on the operator's screen into their phone. This links the transaction to the customer.
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6
Reward is awarded
The system awards a stamp or points automatically. The customer sees their updated loyalty balance on screen.
Transaction types
A transaction type represents a specific action a customer can take that earns a reward — for example "Coffee purchase", "Hair treatment", or "Grocery shop". You can create as many transaction types as you need.
Each transaction type is linked to exactly one rule (either a stamp rule or a points rule) that determines how rewards are awarded when that transaction type is processed.
Transaction type "Coffee purchase" → Stamp rule (earn 1 stamp per visit, free coffee at 10 stamps).
Transaction type "Merchandise purchase" → Points rule (earn 1 point per R10 spent).
You manage transaction types under Account Settings → Transaction types. You can activate or deactivate them at any time.
Rule types: stamps vs points
There are two types of loyalty rules. Each transaction type uses exactly one. You choose based on what suits your business model best.
Stamp card
Each visit earns 1 stamp regardless of the transaction amount. When the customer reaches the stamp threshold, they earn a reward.
Best for:
Businesses with consistent visit values — cafés, salons, gyms, car washes.
Points
Points are awarded based on the amount spent. Higher spend = more points. Customers redeem accumulated points for rewards.
Best for:
Businesses with variable transaction sizes — retail stores, restaurants, service businesses.
Stamp rules — in depth
Set up under Account Settings → Transaction types (rule type: Stamp). Configure the following:
Stamp threshold
RequiredThe number of stamps needed to earn a reward. Example: 10 stamps = 1 free coffee. Customers see their progress as a bar on the confirmation screen.
Reward
RequiredThe reward the customer earns when they reach the threshold. Defined in the Rewards section. Example: "Free large coffee".
Redemption mode
RequiredImmediate: the reward is triggered as soon as the threshold is reached. Deferrable: the customer can choose when to redeem (useful for seasonal rewards).
Hard cutoff stamps
A safety net. If a customer somehow accumulates stamps beyond threshold + cutoff (e.g. a system error), their progress is reset and the reward is marked as lost. Leave blank for no cutoff.
Points rules — in depth
Set up under Account Settings → Transaction types (rule type: Points). Configure the following:
Points per unit
RequiredHow many points the customer earns per unit of spend. Example: 1 point per unit.
Unit amount (cents)
RequiredThe spend amount in cents that equals 1 unit. Example: 1000 cents (R10.00) = 1 unit. So a R50 purchase earns 5 points.
Notification threshold
If set, the customer receives a notification when their total points balance exceeds this number. Useful for prompting redemption.
Example: R75 spend, R10 unit, 2 points per unit = floor(75 ÷ 10) × 2 = 7 × 2 = 14 points.
Choosing the right rule type
| Situation | Recommended rule | Why |
|---|---|---|
| Customers visit regularly and buy roughly the same thing each time | Stamp | Simple, visible progress. Customers understand "10 coffees = 1 free" immediately. |
| Transaction amounts vary widely between customers | Points | Rewards bigger spenders fairly. A R200 purchase earns more than a R20 purchase. |
| You want to encourage repeat visits over spend amount | Stamp | Every visit earns 1 stamp — amount irrelevant. Drives frequency. |
| You want to encourage higher spend per visit | Points | More spend = more points. Customers are incentivised to add to their basket. |
| You have multiple different product categories | Points or multiple stamp rules | Create separate transaction types per category, each with their own rule. |
| You want a simple, physical-card replacement | Stamp | Stamp cards are the direct digital equivalent of a paper loyalty card. |
Rewards
A reward is what a customer earns when they complete a loyalty rule. Manage rewards under Account Settings → Rewards.
Name
What the customer sees on screen. Example: "Free large cappuccino", "R50 discount voucher".
Description
Extra detail visible to the operator when confirming redemption.
Type
stamp — linked to a stamp rule threshold. points — redeemed by spending accumulated points.
Points cost
How many points a customer must spend to redeem this reward. The points are deducted from their balance.
Stock
Limits total redemptions. Once stock reaches 0 the reward cannot be redeemed. Leave blank for unlimited.
QR code & PIN flow
Every business gets one location automatically at sign-up, with its own QR code generated immediately. Find it (and any additional locations) under Admin → Locations. You can regenerate a location's QR code if needed (e.g. after a rebranding) but this invalidates the printed version — reprint if you do.
Each location's QR code encodes its own URL: https://stackdrewards.co.za/c/{your-slug}/{location-slug}
PIN security: Each PIN is a random 4-digit code (5-digit on busy days) valid for exactly 90 seconds. It is unique to your business for the day. Once used it cannot be reused. This prevents customers from sharing PINs.
PIN generation: The operator generates a PIN on the Operator POS screen by selecting a transaction type and entering the spend amount (for points transactions). The PIN is displayed in large text with a countdown timer.
PIN storage: PINs are stored hashed — never in plain text. This protects customer privacy even if the database were ever accessed.
Running multiple locations
If your business has more than one physical site, add each one under Admin → Locations. Every location gets its own QR code and check-in link, so a customer scanning at one branch is always attributed to that branch.
- Rewards, transaction types, and rules are shared across all your locations — one loyalty programme, multiple sites.
- Operators are pinned to one location, assigned when you add them under Admin → Staff.
- Owners and managers can switch their active location on the Operator POS screen at any time, without logging out.
- Once you have more than one location, the Dashboard gains a location filter so you can see figures for one site at a time.
If your business only has one location, none of this comes up — everything just works against your single site.
Operator POS screen
Access at /operator. This is the screen your staff member uses during a transaction. The flow is:
- 1 Select the transaction type (e.g. "Coffee purchase").
- 2 If it's a points transaction, enter the customer's spend amount.
- 3 Click "Generate PIN" — a 4-digit PIN appears with a 90-second countdown.
- 4 Read or show the PIN to the customer. They enter it on their phone.
- 5 The screen automatically detects when the customer has entered the PIN and shows a confirmation (every 3 seconds it checks for consumption).
- 6 If the customer has earned a reward, an alert is shown on the POS screen.
Dashboard & analytics
Access at /manage/dashboard (owner/manager only). This is your at-a-glance summary of how the programme is performing:
- Summary tiles — transaction count, points issued, and stamps issued for the selected period.
- Top 10 customers by points balance (always tenant-wide, even with a location filter applied).
- Repeat-visit rate — the percentage of customers who have visited more than once.
- Stamp-to-redemption conversion — of customers who reached a threshold, how many actually redeemed.
- WhatsApp delivery stats, if WhatsApp notifications are enabled for your account.
For transaction-level detail, staff use the separate Operator Dashboard (/operator/dashboard) — the day-to-day transaction history and void screen. There you can:
- View all recent transactions with customer name (masked), transaction type, amount, and stamps/points awarded.
- Search by customer email or phone.
- Void a transaction if an error was made (e.g. wrong amount entered). Voiding reverses the award — stamps are decremented, points get a negative ledger entry.
- Download a PDF receipt for any transaction.
- Process a standalone redemption — allow a customer to spend their accumulated points for a reward without a new purchase.
Coupons & celebration rewards
Manage under Admin → Coupons. Coupons let you send targeted vouchers to customer segments by email — each recipient gets a unique QR code they present at the counter for the operator to redeem.
- Segments include all customers, long-standing, recent purchasers, lapsed customers, points-balance thresholds, and customers close to a stamp reward — plus manual selection.
- A live recipient preview shows roughly how many customers will receive the coupon before you send.
- Vouchers can award a stamp, a fixed number of points, or a free item reward.
Customer management
Access under Account Settings → Customers. You can view your customer list (name, contact, join date). Customer contact details are masked in the operator view for privacy — operators see j***@example.com not the full address.
If a customer asks you to delete their data, click Request erasure on their profile. This schedules permanent deletion in 7 days, giving you a window to cancel if it was requested by mistake — click Cancel erasure to stop it before then. Once the 7 days pass, deletion is permanent.
Branding & logo
Upload your business logo under Account Settings → Branding. The logo appears:
- At the top of the customer check-in screen (above your business name).
- On the confirmation screen after a successful transaction.
- On all customer-facing screens throughout the loyalty journey.
Accepted formats: JPG, PNG, WebP. Recommended: square image, minimum 200×200px. Maximum file size: 2MB.
Billing & subscription
Manage your subscription under /billing. Stackd uses PayFast for secure payment processing.
Free trial
New accounts get a 14-day free trial (30 days if you sign up via a referral link). No credit card required to start.
Monthly vs annual
Choose monthly or annual billing. Annual billing is charged at 10× the monthly rate — effectively 2 months free.
Invoices
A tax invoice is generated automatically for every payment. Download from the billing portal. VAT at 15% is included.
Past due
If a payment fails you have a 7-day grace period. You'll receive email reminders on day 1, 3, and 7. Update your payment method before day 7 to avoid interruption.
Referral programme
Every Stackd account has a unique referral link. Share it with other business owners.
- The business you refer gets a 30-day trial instead of the standard 14 days.
- You earn 1 month free credit when the business you referred makes their first successful payment.
- Credits are stackable — refer multiple businesses and bank multiple free months.
- Credits are applied automatically to your next invoice.
- Credits never expire.
Staff & roles
| Role | Can do | Cannot do | Location |
|---|---|---|---|
| Owner | Everything — manage rules, rewards, staff, billing, branding, locations. | N/A | Not tied to any one location — sees everything, can switch freely. |
| Manager | Manage transaction types, rewards, customers, view reports. | Cannot manage billing or delete the account. | Optional home location — can switch their active location on the POS screen at any time. |
| Operator | Generate PINs, process transactions, view transaction history. | Cannot change rules, rewards, or billing. | Pinned to one location, assigned at creation — cannot switch. |
If your business only has one location, the location column doesn't matter — every operator/manager just works at that location.