How can we help?

Signing up to Lokaly takes less than 5 minutes:

1. Visit merchant.lokaly.co.uk/signup
2. Enter your email address and create a password
3. Add your business details (name, address, category)
4. Upload your logo and cover image
5. Submit for approval

Once approved, you'll receive your NFC tags by post within 3-5 working days.

Not sure? Start with Starter — it's free forever and you can upgrade anytime.

• ☐Complete your business profile
• ☐Upload your logo and cover image
• ☐Create your first stamp card
• ☐Set your reward (e.g., 10 stamps = free coffee)
• ☐Add interim rewards if desired (e.g., 5 stamps = 10% off)
• ☐Configure opening hours
• ☐Wait for your NFC tags and lanyards to arrive
• ☐Train your staff (takes 5 minutes)
• ☐Distribute lanyards to staff on shift
• ☐Start collecting loyal customers!

Your merchant dashboard at merchant.lokaly.co.uk is where you manage everything. Here's what each section does:

• Home — Overview of recent activity, stamp collections and reward redemptions
• Loyalty Cards — Create, edit and manage your digital stamp cards
• Customers — View your customer list, see visit frequency and identify VIPs
• Analytics — Charts showing visit patterns, busiest times and programme performance
• Campaigns — Set up birthday treats, win-back campaigns and scratch-and-win
• Offers — Create and publish deals to the Lokaly marketplace
• Settings — Update business details, manage staff accounts and billing

Your plan determines how many staff accounts you can create:

• Starter: 1 account
• Growth: 5 accounts
• Power: 10 accounts

To add a staff member:

1. Go to Settings → Staff
2. Click Add Staff Member
3. Enter their email address
4. Choose their permission level
5. They'll receive an invitation email

Staff accounts can confirm stamp collections and reward redemptions but cannot access billing or delete customers.

1. Go to Loyalty Cards → Create New
2. Choose your card style and upload a background image
3. Set how many stamps earn the main reward (e.g., 10 stamps)
4. Define your reward (e.g., "Free regular coffee")
5. Add custom stamp icons if desired
6. Click Publish

Your card is now live in the Lokaly app.

Interim rewards keep customers engaged before they complete the full card. For example:

• 3 stamps → 10% off next purchase
• 5 stamps → Free upgrade
• 8 stamps → £2 off

To add interim rewards:

1. Edit your loyalty card
2. Scroll to Interim Rewards
3. Click Add Reward
4. Set the stamp threshold and reward description
5. Save changes

Note: Interim rewards are available on all plans.

When you sign up, we'll post you:

• Your NFC tag(s) — depending on your plan
• Retractable lanyard(s) for each tag
• A QR code card linking to app download
• Quick-start guide for staff

Unlike other loyalty systems that leave a tag unattended on the counter, Lokaly tags are worn by your staff on retractable lanyards. Here's how it works:

1. Staff wear the lanyard around their neck
2. When a customer wants to collect a stamp, staff pull the tag towards the customer
3. The customer taps their phone on the tag
4. Staff release the tag and the retractable wheel rewinds automatically

This takes about 2 seconds — faster than handing over a paper card.

The lanyard system provides built-in fraud protection:

• No unsupervised tapping — stamps can only be collected when staff present the tag
• Staff always in control — the tag stays with them at all times
• No counter clutter — nothing sitting on your till point
• Mobile staff — works anywhere in your premises, not just at the till

This means no sneaky taps when staff aren't looking, no customers "accidentally" tapping twice, and no tags going missing.

Setup is instant:

1. Remove the tag and lanyard from packaging
2. Attach the tag to the retractable lanyard clip
3. Staff wear the lanyard
4. That's it — ready to collect stamps

No Wi-Fi, batteries or till integration required. The NFC chip works independently.

Each staff member on shift should have their own tag. Your plan includes:

Tip: If you have 3 staff on a typical shift, the Growth plan (5 tags) gives you enough for everyone plus spares.

Need more? Contact us at support@lokaly.co.uk.

Automatically reward customers on their birthday:

1. Go to Campaigns → Birthday Treat
2. Toggle Enable Birthday Campaign
3. Set your birthday reward (e.g., "Free slice of cake")
4. Choose when to send (on birthday / week before)
5. Save

Customers provide their birthday when signing up to Lokaly. The reward is delivered automatically — no action needed from you.

Re-engage customers who haven't visited recently:

1. Go to Campaigns → Win Back
2. Set the inactive period (e.g., 30 days)
3. Create your win-back offer (e.g., "We miss you! 20% off your next visit")
4. Toggle Enable

Lokaly automatically sends this to customers who haven't collected a stamp within your set period.

Note: Win-back campaigns are available on Growth and Power plans.

Add a fun, gamified element to your loyalty programme:

1. Go to Campaigns → Scratch and Win
2. Set how often customers can play (e.g., once per week)
3. Define prizes and win probabilities
4. Toggle Enable

Customers see a scratch card in the app with a chance to win bonus stamps or rewards.

Every Lokaly merchant appears in the app's Nearby section. When customers open the app and browse for cafés, salons or shops in their area, your business appears on the map and in listings.

This happens automatically — you don't need to do anything. As soon as your account is approved, you're visible to every Lokaly user in your area.

Want to appear at the top of Nearby listings? Go Featured:

1. Go to Nearby → Go Featured
2. Choose your duration (day, week, month)
3. Confirm payment
4. You're now at the top of local search results

Featured placement is ideal for:

• New business launches
• Seasonal promotions
• Slow days you want to boost
• Special events

Create deals that appear in the app's Offers section:

1. Go to Offers → Create New
2. Write your offer headline (e.g., "50% off all drinks, Mondays only")
3. Add details and any terms
4. Set start and end dates
5. Choose whether to feature the offer (paid boost)
6. Publish

Offers appear to all Lokaly users browsing deals in your area. Unlike email marketing, customers actively browse Offers when they're ready to spend.

Your analytics dashboard shows:

• Visit Frequency Chart — How often customers return
• Stamps vs Rewards Chart — Collection and redemption rates
• Weekly Heat Map — Your busiest days and times
• Recent Activity — Real-time stamp and reward events

To upgrade or downgrade:

1. Go to Settings → Subscription
2. Click Change Plan
3. Select your new plan
4. Confirm

Upgrades take effect immediately. You'll be charged the prorated difference.

Downgrades take effect at the end of your current billing period.

1. Go to Settings → Billing
2. Click Update Payment Method
3. Enter new card details
4. Save

We accept Visa, Mastercard and American Express.

We're sorry to see you go. To cancel:

1. Go to Settings → Subscription
2. Click Cancel Subscription
3. Confirm cancellation

Your account remains active until the end of your billing period. Customer data is retained for 30 days in case you change your mind, then permanently deleted.

The most successful merchants actively promote their loyalty programme. Here's how:

Log into your dashboard to download:

• Counter tent cards
• A4 posters
• Social media graphics
• Email templates
• Website badge

Go to Settings → Marketing Materials.

1. Ask them to check for a Pending stamp — this syncs when they're back online
2. If no pending stamp, check your dashboard for recent activity
3. Have them tap again, ensuring phone is flat against the tag
4. If issues continue, they can contact support@lokaly.co.uk

This shouldn't happen — rewards require a confirmation tap. If you believe a reward was fraudulently redeemed:

1. Check Analytics → Recent Activity for the redemption event
2. Note the customer ID and timestamp
3. Contact support@lokaly.co.uk with details

We take fraud seriously and can investigate unusual patterns.

Check that your business:

• Has been approved
• Has a complete profile (address, category)
• Has location services properly configured

If everything looks correct, contact support.