Navigating the Facilipay Onboarding (Starter)

Before you begin

• Ensure you have completed sign-up via the website or POS

Step 1: Design your app space

1. Customise your brand:
   • Upload your logo
   • Add images
   • Apply your brand colours

Step 2: Add employees

1. The signup email is added by default
2. Add additional employees to:
   • Run reports
   • Process transactions

Step 3: Set your location

1. Enter your business location
2. Add opening hours so customers know when you are available

Step 4: Add a payment method

1. Add a payment method for monthly charges

Step 5: Set up loyalty

1. Create a loyalty programme:
   • Stamp schemes
   • Credit back offers

Step 6: Create campaigns

1. Set up targeted campaigns to:
   • Offer rewards
   • Engage specific customer groups

Step 7: Create a card design

1. Choose how to design your card:
   • Use the free design tool
   • Request a professional design
   • Upload an existing design

Step 8: Order gift cards

1. Once your card design is ready:
2. Order physical gift cards from the dashboard

Step 9: Set up a payment gateway

1. Configure a payment gateway to:
   • Sell digital gift cards
   • Process online transactions

Result

Your Facilipay account is fully set up and ready to start engaging customers.