Platform Documentation
01 — Overview
LoyaltyOS Platform
A digital loyalty punch card system for local shops — no printing, no losing cards, no friction.
What is LoyaltyOS?

Most coffee shops, bakeries, and small businesses still hand out paper punch cards to keep customers coming back. The problem? Customers forget them at home, lose them in their bag, or the card gets damaged. The whole system falls apart at the moment it matters most.

LoyaltyOS replaces the paper card entirely. When a customer visits your shop, they scan a QR code and their loyalty card is added directly to their iPhone's Apple Wallet or their Android's Google Wallet — the same place they keep their bank cards and boarding passes. It's always on their phone, always accessible, and always up to date.

Shops get a fully branded, customisable card with their own colours and logo. Staff add punches by scanning the wallet QR — no hardware needed beyond any phone or tablet. When a customer hits the reward threshold, the card updates automatically and staff can redeem the reward on the spot.

The Old Way — Paper Cards
Customers forget them at home. Cards get lost, damaged, or left in old wallets. No way to track who's visiting. Costs money to print. Zero data for the merchant.
The New Way — LoyaltyOS
Lives in the customer's wallet app. Always on their phone. Updates in real time. Fully branded. Full activity dashboard for the merchant. No printing ever again.
Simple, flat pricing — $20/month per shop One subscription. Unlimited customers. Unlimited punches. Full dashboard with transaction logs. No per-customer fees, no hidden costs, no tiers to figure out. Cancel any time.
Monthly Price
$20
flat fee per shop
Customers
unlimited per shop
Wallet Support
iOS + Android
Apple & Google Wallet
Dashboard
Live
full transaction logs
Card Design
Custom
logo, colours, branding
Hardware
None
works on any phone
How It Works — The Full Cycle
  • 1Shop signs up on the LoyaltyOS website, sets their punch target and reward, uploads their logo.
  • 2A QR code is generated — printed and displayed at the counter. That's all the setup required.
  • 3Customer scans the QR, enters their phone number, and a branded loyalty card drops into their Apple or Google Wallet instantly.
  • 4Every visit, staff scan the customer's wallet card to add a punch. The card updates live on their phone.
  • 5When the target is hit, the card changes to show the reward. Staff redeem it and the card resets to zero — ready for the next cycle.
  • 6Every action is logged in the merchant dashboard — who punched, when, and every redemption on record.
No app download for customers. Apple Wallet and Google Wallet come pre-installed on every iPhone and Android. Customers don't install anything — the card just appears in the app they already use.
flowchart LR A([Merchant Setup]) --> B([QR Code Generated]) B --> C([Customer Scans QR]) C --> D([Signup with Phone Number]) D --> E([Wallet Card Created]) E --> F([Staff Scans Card]) F --> G{Threshold Reached?} G -- No --> F G -- Yes --> H([Reward Unlocked]) H --> I([Staff Redeems]) I --> E
02 — Shop Setup
Getting Your Shop Online
Before customers can earn rewards, merchants sign up on the LoyaltyOS website and configure their campaign. The whole process takes under five minutes.
Everything starts at the website. Merchants visit the LoyaltyOS sign-up page, create their account, and set up their loyalty campaign — no technical knowledge required.
Step 1 — Create Your Merchant Account
  • 1Visit loyaltyos.com/signup on any device.
  • 2Enter your business name, email address, and create a password.
  • 3Verify your email — a confirmation link is sent immediately.
  • 4You're now inside your merchant dashboard.
Step 2 — Set Up Your Loyalty Campaign
  • 1Campaign Name — give your program a name customers will recognise, e.g. "Morning Brew Rewards."
  • 2Punch Threshold — choose how many visits earn a reward. 10 is a popular starting point.
  • 3Reward Description — describe exactly what customers win, e.g. "Free Large Coffee" or "20% off your next order."
  • 4Card Design — upload your logo and pick your brand colours. This is what your customers will see in their wallet.
Step 3 — Your QR Code is Generated
  • 1Once your campaign is saved, LoyaltyOS instantly generates a unique QR code for your shop.
  • 2Download and print it, or display it on a screen at your counter.
  • 3Customers scan this QR code to join your loyalty program — no app required on their end.
Time to set up
Under 5 minutes from signup to active QR code
Required info
Business name, email, campaign name, threshold, reward
Optional
Logo upload, brand colour customisation
What you get
A merchant dashboard and printable QR code
flowchart LR A([Visit Website]) --> B([Create Account]) B --> C([Verify Email]) C --> D([Dashboard Access]) D --> E([Configure Campaign]) E --> F([Set Threshold and Reward]) F --> G([Upload Logo]) G --> H([QR Code Generated]) H --> I([Display in Shop])
No IT team needed. The setup wizard walks you through each step with plain-language guidance. You can be live and accepting your first loyalty scan the same day you sign up.
03 — Customer Signup
Joining a Campaign
Customers scan a QR code to sign up. Phone number is mandatory — it's the identity anchor for the platform.
📱
Phone number is required. Every customer must provide a valid mobile number. This is used to identify them across visits, prevent duplicate accounts, and protect against fraud.
Customer Journey
  • 1Customer scans the shop QR code with their phone camera.
  • 2A simple form opens — they enter their name and phone number.
  • 3They receive a loyalty card directly in their Apple Wallet or Google Wallet.
  • 4The card starts with 0 punches and is ready to earn.
One card per merchant. A customer cannot accidentally create two accounts at the same shop — their phone number prevents duplicates automatically.
flowchart LR A([Customer Scans Shop QR]) --> B([Signup Page Opens]) B --> C([Enters Name and Phone]) C --> D{Phone Valid?} D -- No --> C D -- Yes --> E([Account Created]) E --> F([Wallet Card Delivered]) F --> G([Ready to Earn])
04 — Punch Flow
Adding Punches
Staff scan a customer's wallet QR code to record a visit and increment their punch count.
How Staff Add Punches
  • 1Customer opens their wallet and shows the loyalty card QR code.
  • 2Staff member scans it with the LoyaltyOS staff app or POS.
  • 3The punch is recorded and the card updates instantly on the customer's phone.
  • 4Once punches reach the target, the card automatically shows a reward banner.
No double-punching. A cooldown period prevents the same card from being punched twice within a short window, protecting both merchants and customers.
flowchart LR A([Customer Shows Wallet Card]) --> B([Staff Scans QR]) B --> C([Punch Recorded]) C --> D{Target Reached?} D -- No --> E([Card Updates Instantly]) D -- Yes --> F([Reward Banner Appears])
05 — Reward Redemption
Claiming Rewards
When a customer earns their reward, staff redeem it and the card resets for the next cycle.
Redemption Process
  • 1Customer's wallet card shows a reward banner once they've earned it.
  • 2Staff scan the card QR code and select "Redeem Reward."
  • 3The reward is marked as used — customer receives their free item or benefit.
  • 4The card resets to 0 punches and starts a new cycle automatically.
Instant card reset. After redemption, the wallet card updates immediately showing 0 punches. The customer can start earning again right away.
flowchart LR A([Reward Banner on Card]) --> B([Staff Scans Card]) B --> C([Staff Taps Redeem]) C --> D([Reward Marked Used]) D --> E([Customer Gets Reward]) E --> F([Card Resets to 0 Punches]) F --> G([New Cycle Begins])
06 — Wallet Sync
Real-Time Wallet Updates
Every punch and redemption triggers an instant push update to the customer's Apple or Google Wallet card.
What Customers See
  • 1After a punch, the card in their wallet updates within seconds — no refresh needed.
  • 2The punch count and progress bar update visually on the card.
  • 3When a reward is earned, the card design changes to show the reward banner.
  • 4After redemption, the card resets and shows 0 punches again.
Works on both platforms. Cards update automatically whether the customer uses Apple Wallet on iPhone or Google Wallet on Android.
07 — Transaction Logging
Audit Trail
Every action — punches and redemptions — is permanently recorded for auditing, analytics, and dispute resolution.
What Gets Recorded
  • 1Punch events — when a punch was added, by which staff member, and to which card.
  • 2Redeem events — when a reward was claimed, who redeemed it, and when.
  • 3Timestamps — every event is timestamped precisely.
Full history. Merchants can view a complete activity log for each customer card — useful for resolving disputes and understanding visit patterns.