Set up your organisation

Follow Kardy’s five setup steps: name your brand, preview the card, choose rewards, enter business details, and add your first outlet.

Before you start

Have your brand name, business contact details, outlet addresses, brand colour, and a simple reward in mind. Use your own account rather than a shared shop login.

Open Set up your business. New to Kardy? Create your personal login first. Already use Kardy as a customer? Sign in with the same email and password; you do not need another account.

After sign-in, people without a workspace can complete the five steps below. People who already own or belong to a workspace open that workspace instead. If you were invited to an existing team, accept that invitation rather than creating a second organisation.

Signing up on the consumer site never creates a business. Even on the merchant portal, the business is created only when you submit the completed setup form. Read accounts and access for the difference between a login, a customer membership and a workspace.

1. Name your brand

   Enter the name customers recognise and your membership link. Use lowercase letters, numbers, and hyphens in the link. Customers use it to join.

2. Preview your card

   Choose your shared primary brand colour. After setup, edit it in Branding → Brand profile. Secondary colour, gradients, patterns and chop shapes are card-only styling. Try them in the iPhone preview. Use Preview stamps to compare empty and stamped cards; this does not issue stamps.

3. Choose your rewards

   Name the first reward and set its target, starting at 10 stamps. Add up to 10 rewards and optionally set membership expiry or referral bonuses. Read reward behaviour to understand stamp costs and balances carried between claims.

4. Add business details

   Enter your legal business name, email, country, category, and description. Phone, website, and tagline are optional. The public-shop preview is illustrative; it does not publish a shop page.

5. Add your first outlet

   Enter a name, street address, city, postal code, and country for your first shop. Unit number and phone are optional. Choose Create organization when ready. Setup is free; review billing before going live. Add further stores later in Locations once their allowance is arranged.

Gradients, patterns, chop shapes, secondary colour and stamp numbers are saved with the organisation in dev. Reward-specific icon choices remain preview-only. The setup QR previews the join link, not a member’s private QR.

Organisation details, outlets, rewards, card design and optional referral settings are saved together. Invalid setup rolls back the whole creation instead of leaving a partially created brand. A lost connection can still hide a successful result; check your organisation menu before retrying.

After setup

• Branding: preview Apple Wallet and Kardy mobile app card designs, then customise the join page and a matching print or screen QR sign.
• Overview: filter visits and claims by store and date. Graphs have their own complete-day date range and two-click range highlighting.
• Members: review rewards ready and the top three power customers among loaded members. Open a member’s history to reach their Activities filter.
• Activities / Live view: search recorded events or follow the latest ten beside the store globe. Pins are store locations, never customer positions.
• Settings → Usage & limits: check stored capacity and the shared monthly MCP allowance before connecting agents. These are not unlimited.

Use Collapse sidebar on desktop for an icon-only rail. Expand it again with the sidebar button; the preference is remembered. Live operations and reporting still require the appropriate role, subscription and deployment readiness.

For errors, visit Kardy Support.

You can create and switch between multiple organisations in dev. Each has its own team, members and subscription; see multiple brands.