Fidelip user manual
Everything you need to launch your loyalty program in Apple Wallet and Google Wallet, collect honest feedback from your customers and run the counter with your team, step by step and without jargon.
Get started
00Get started in 15 minutesThe shortest path to a working loyalty card today: design the card and create your account, the setup guide, the reward, the QR code and the counter app.01Create your Fidelip accountDesign your card at id.fidelip.com/create, then create the account: your details, a verification code and payment, with a free trial and no upfront charge.02Set up your loyalty programThe three loyalty card types (stamps, points and membership), how to define the earning rule, and where each setting lives in the dashboard.03Design your digital cardHow to put your logo, banner, colors and icons on the card your customers keep in Apple Wallet and Google Wallet, with iPhone and Android previews.
Operate
04Sign up customersPublic customer sign-up (fidelip.com/c/{slug}), the printed QR code, where each person signed up, the referral program with automatic bonuses and the customer portal.05Use the staff app at the counterThe Fidelip staff app (iPhone, iPad, Android), tab by tab: scan and add stamps or points, redeem rewards, look up customers and add without a QR, run surveys in kiosk mode, and read analytics, alerts and settings.06Team and locationsTeam roles (Owner, Admin, Staff and Kiosk), how to invite and deactivate team members, and how to create and manage your locations in the dashboard.
Grow loyalty
07VIP tiersBronze, Silver and Gold style tiers for your card: goals, multipliers that earn faster, rewards by tier and automatic demotion when customers stop coming.08Audiences (RFM segments)Fidelip groups your customers by recency, frequency and spend with no setup; use those groups to send messages, vouchers and automations.09Card notificationsSend messages to your customers’ lock screen through their Wallet card, by audience or tier, and set up the birthday greeting.10AutomationsAlways-on rules that send an email, a card message, a voucher or a gift of points or stamps on their own: when a customer stops coming, buys for the first time, reaches a goal or changes tier.11VouchersIndividual vouchers with their own code and QR for discounts, freebies and birthday gifts: how to create, send and redeem them at the counter.
Surveys
Resources
·Analytics and alertsThe dashboard Overview (new customers, redemptions, best customers and retention), the activity log, PDF reports and alerts for low survey ratings.·Plans and limitsWhat each plan includes, what it costs, every limit in the system with what happens when you reach it, and how to change, cancel or reactivate your subscription.·TroubleshootingThe most common problems (an email that does not arrive, a card that does not update, a QR code that does not scan, an extra stamp), with cause and fix.·GlossaryWhat each Fidelip term means, in plain words: stamp, point, pass, card, program, voucher, audience, tier and all the rest.·Set up Fidelip with your AI assistantConnect Claude Code, Cursor or VS Code to your account with a key, then ask for metrics or, with permission to make changes, have it create cards and change colors.·Frequently asked questionsAnswers about apps, countries and languages, locations, pricing, limits, integrations, internet access, cancellation and security.·What's newWhat changed in Fidelip and when, newest first: the dashboard, Wallet cards, the staff app, surveys and this manual, release by release.·Need help?How to reach the Fidelip team by WhatsApp, email or the contact page, what to have at hand, and email replies in under 4 business hours.