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Getting Started
A step-by-step walkthrough — from signing up to running your first live program and a test sale.
RewardlyMerchant Setup Guide
Everything you need to run your business on Rewardly — and how to set it up yourself.
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New to Rewardly?
Rewardly is a customer loyalty platform and omnichannel POS system — one tool to run a retail or food & beverage business end-to-end. It's organised into four parts — four "operating systems" that work together:
- LoyaltyOS — reward customers and keep them coming back.
- CommerceOS — sell to them, in store and online.
- PaymentOS — take payment, however they want to pay.
- StockOS — track what you have in stock.
This guide is written so you can set up almost everything yourself — a few connections, such as card terminals, are made by Rewardly support. Work through it in order, or jump straight to the feature you need using the sidebar or the search box at the top of the page.
- Brand new? Start with What is Rewardly?, then Core Concepts, then follow the First-Time Setup guide.
- Want one specific feature? Open it from the sidebar. Most feature pages have a simple Default setup first, with Advanced options further down.
- Stuck? Check the FAQ and the Troubleshooting guides.
The golden rule of setup order
Create a Membership tier first, then a Loyalty program linked to it. The two depend on each other — see Core Concepts for why. Self sign-up creates your first pair for you.