Merchant Help

BeeBack is a digital loyalty platform for your business. It replaces paper punch cards with stamps, points, and rewards your customers collect on their phones, and gives you analytics on repeat visits.

In the merchant portal, open Profile to add your brand name, logo, and colours. This branding appears on your loyalty cards and customer screens. Example: a cafe uploads its logo and picks a warm brand colour so its card matches its shopfront.

Go to Stores in the portal and add each location with its name, address, and details. Each store can have its own touchpoints and staff. Example: a business with two cafes creates one store per location.

Open Assets & Touchpoints to create touchpoints (like a tap tag at the counter or a table). Assign each one an action, then write it to an NFC tag or print its QR code.

A reward tag adds a stamp or points every time it's tapped. An Identifier tag only recognises the customer so their purchase or visit can be matched, without awarding anything by itself.

Use a reward tag when tapping should directly give a stamp or points, for example a 'tap to collect a stamp' tag at the counter for a simple punch-card style program.

Use an Identifier tag when you want purchases to drive rewards (for example with Square), so the customer is recognised and their spend is matched automatically without double-awarding.

Stamps suit simple 'buy X, get one free' cards. Points suit flexible programs where customers accumulate a balance to redeem against different rewards. You can choose what fits your business.

When a customer has earned a reward, they open the live reward screen in their wallet and show it to your staff, who confirm it to complete the redemption.

Set up a stamp card so customers earn a stamp per qualifying visit or purchase and unlock a reward once the card is full. Example: buy 9 coffees, get the 10th free.

Reward customers for leaving a Google review, a simple way to grow your online reputation while thanking loyal customers.

Encourage existing customers to invite friends and reward them when a referral joins or visits.

Automatically offer a treat around a customer's birthday to bring them back and make them feel valued.

Reward customers who are near your store to encourage them to drop in.

Create your own reward triggers for actions that matter to your business, so your program fits how you actually operate.

Let customers exchange points for specific rewards you offer, giving them flexible choices for their balance.

Connecting Square lets purchases at your point of sale automatically award points or stamps to the matched customer, no manual tapping needed at checkout.

When a recognised customer pays through Square, BeeBack matches the transaction to their account and adds the points or stamps you've configured.

Customer recognition is how BeeBack knows which customer made a purchase, usually via an Identifier tap or a linked payment method, so the right account is rewarded.

When enabled, once a customer is identified their payment card can be remembered, so future purchases with that card are matched automatically without another tap.

If a Square sale can't be matched to a customer, it's held as unmatched. You can review unmatched transactions and, where appropriate, link them to the right customer.

You can remove a link between a customer and a remembered payment method from the customer's record if it was matched in error or on request.

With Square connected, purchases already drive rewards. Using Identifier tags avoids double-awarding, the tap identifies the customer while the purchase adds the points.

Loyalty analytics show how customers engage with your program, such as visits, stamps, points, and reward redemptions.

Square analytics use your connected point-of-sale data to show purchase-driven insights alongside your loyalty activity.

Network-wide analytics that compare performance across the wider BeeBack network are planned for a future release.

Loyalty analytics use your BeeBack activity (visits, stamps, points, redemptions). Square analytics use your connected point-of-sale transactions. Each section clearly reflects its own data source.

In staff mode, staff scan the customer's QR code to identify them before adding stamps, points, or completing a reward.

Quick-add lets staff add points or stamps quickly using preset amounts, speeding up busy service. Example: a barista taps a preset to add points for a coffee purchase.

Some rewards wait for staff approval. Staff review the pending reward and approve it to release it to the customer.

If points or a reward were added by mistake, staff can reverse the recent action from the activity record to correct it.

Check that the customer was identified (via tap or linked card) and that the transaction matched. For Square, review unmatched transactions and link the sale if needed.

Use the reverse option in the activity record to undo a mistaken redemption, then let the customer re-claim it when appropriate.

Open your unmatched transactions, find the sale, and link it to the correct customer. Encourage Identifier taps or linked cards to reduce unmatched sales.

Make sure the tag was written correctly and the phone's NFC is on. Try tapping the tag again slowly, or use the printed QR code as a backup.

Ask the customer to confirm they're using the same sign-in details they joined with. They can re-join from a touchpoint if needed, and you can look them up by their member details.

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