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pidge.Guide

Run your shop on Pidge

Set up in about 10 minutes, get the counter ready this week, then learn each page of the dashboard at hellopidge.com/app.

How Pidge works

Customers collect stamps or points on your shop's card and unlock the rewards you choose. Read this before setup, because setup asks you to pick one.

Stamps

One stamp for each visit.

Staff tap "Add stamp" and the card fills up, whatever the customer orders. You choose how many stamps a card holds, from 2 to 50, and which stamps unlock a reward. After the last stamp the card starts over.

A 10-stamp card

  • Stamp 5 unlocks a free pastry.
  • Stamp 10 unlocks a free coffee.
  • The next visit is stamp 1 on a new card.

Good for cafés and shops where most orders cost about the same. It's the fastest at the counter, with no total to type.

Points

Points for what they spend.

Staff type the order total and the card adds points by your rule, like 1 point for every ₭1,000. Customers swap points for items on your "Points menu" at the counter, and the price comes off their balance. Points they don't spend stay on the card.

1 point for every ₭1,000

  • A ₭85,000 order earns 85 points.
  • A ₭85,500 order also earns 85. Points are whole numbers.
  • A butter croissant costs 150 points. With 200 points, 50 are left after.

Good when order sizes vary, like a bakery or a restaurant. A big order earns more than a small one, and customers choose their treat.

Tip Setup asks "How do customers earn?". You can switch on "Rewards program" until your first member joins. After that your shop stays on stamps or points, and only Pidge support can change it, so decide before the QR goes on the counter.

The settings on "Rewards program"

Minimum spend
Orders below this earn nothing. A stamp added without a total always counts.
Time between earning visits
Stops double scans. In a stamp shop, a second scan inside this time gets no stamp, and the counter phone says "No stamp this time". In a points shop every order still earns points, but only the first counts as a visit toward levels and milestones.
Welcome bonus
Stamp shops only. Extra stamps on a member's first visit, so a new card doesn't start from zero. The join screen tells customers about it.
Rewards last
How many days an unlocked reward waits in the customer's app before it expires, from 7 to 365. The app shows when each one expires, and the reward-expiring automation on "Messages" can remind them. Stamps and points never expire.

Rewards for regulars

Levels
Each member has a level at your shop, set by their total visits: Egg, then Fledgling at 3 visits, Flyer at 10, Homer at 25 and Legend at 60. Levels never go down, even when a stamp card starts over or points are spent. Staff see the level when they scan. On the Homing plan you can send a message to one level.
Milestones
On the Homing plan. One-time rewards for total visits, like a free drink on the 20th visit. Each one unlocks once and doesn't start over with the card.

Get started

Sign up and set up your shop in about 10 minutes.

1

Sign up with your email

Go to hellopidge.com/signup, enter your work email and tap "Email me a code". Type the 6-digit code from the email. It signs you in on its own.

Tip Rather use your phone? Pick "Phone number" and tap "Text me a code". There's no password: each time you sign in, we send a new code.

2

Set up your shop

Five short steps follow: your shop's name and type, its look, how customers earn, a starter program and a plan. Your shop goes live once the plan is paid. Pidge adds your first location for you; give it a name and address on "Locations".

Tip Stamps or points? How Pidge works, at the top of this page, compares them. You can switch until your first member joins.

Your first week

Three things to do before your first customer.

3

Print the counter kit

Open "Counter kit", tick the sheets you want and tap "Print kit". There are table tents, cards, a window sticker and a cheat sheet for staff. Put the QR where people pay.

Tip Pick "A4" or "US Letter" to match your paper, then turn off "Headers and footers" in the print dialog for a clean page.

4

Invite your staff

Invites open once your plan is active. Open "Staff", type their email, leave the role on "Staff" and tap "Send invite". They wait under "Invited, not signed in yet" until they sign in with that email.

Tip The invite email links to the staff guide at hellopidge.com/guide/staff, and the cheat sheet has a QR to it. Pidge Business is on Google Play. Until it's on the App Store, staff on an iPhone use Pidge Counter in the Pidge Rewards app, which works the same way.

5

Test a visit yourself

Install Pidge Rewards on your phone and scan your table tent QR to join. On a second phone, sign in to Pidge Business with your work email and tap "Scan". Scan your "My QR" and add a stamp or points.

Tip Your test visit shows up in the "Live" feed on "Overview".

The dashboard, page by page

Open each page from the menu on the left. On a phone, tap the menu button at the top.

6

Overview

New members, visits, rewards and member spend for the range you pick at the top: "Month", "7d", "30d" or "90d". Drifting regulars have 3 or more visits but none in 14 days; "Send a nudge" messages them. The "Live" feed shows joins, stamps and rewards as they happen.

Tip A new shop has a "Go-live checklist". The top bar shows how far along it is, like "3 of 5 done", until everything on it is done.

7

Members

Search by name or email, or tap "Visits" or "Last visit" at the top of the list to sort. The "Drifting" chip shows regulars who stopped coming, and "Message these" writes to them. Open a member for their "Activity", "Rewards" and "Balance" tabs.

8

Fix a mistake

Missed a stamp at the counter? Open the member and their "Balance" tab. Under "Adjust balance", pick "+ Add stamps" or "− Remove stamps", type how many and a reason, then tap the button. It shows the change, like "Add 1 stamp (2 → 3)".

Tip The reason shows in the member's "Balance history" and in the audit trail ("Settings", then "Audit trail"), so say what happened.

9

Rewards program

Change how customers earn and what they unlock. Edit a reward or tap "Add reward", pick a picture (search for one, like "cake"), and the card preview updates as you go. Changes count from now on and never take away what members already earned.

Tip Once members have joined, the card can only get longer, and a stamp reward can move later on the card but not earlier.

10

Add a photo to a reward

In "Rewards program", tap "Edit" on a reward. Under "Use your own photo", tap "Choose a photo" or drop one in. "Enhance with AI" turns a phone snapshot into a clean product shot in about half a minute. Pick "Original" or "Enhanced" and tap "Save reward". Members see the photo in Pidge Rewards and on their web pass.

Tip Apple Wallet and Google Wallet cards keep the picture you picked. "Enhance with AI" works once your plan is active. Changed your mind? Tap "Use the art instead".

11

Messages

On "Compose", write to "All members", "Drifting regulars", "Recent visitors" or one tier ("By tier"). It lands in their Pidge inbox, with a push notification if they allow it. Tap "Review and send", or pick "Schedule" and tap "Schedule message". "Sent" lists what went out, and "Automations" send welcome, birthday, win-back and reward-expiring messages for you.

Tip Each member gets at most 2 messages a week from your shop, and none between 9pm and 8am.

12

Locations

Type a name, and an address if you like, then tap "Add location". Staff pick their location in Pidge Business, so each visit lands in the right place.

Tip Plans are priced per active location. Archiving one asks you first and shows the new bill.

13

Billing

Open the account menu under your name at the bottom of the sidebar and tap "Billing" to see your plan and its status. Owners tap "Manage billing" to change plan, update the card or download invoices. If the Pidge team set up your plan, it says "Managed by Pidge": email hello@hellopidge.com to change it.

Tip If a payment fails, you have 7 days to update your card before the program pauses.

14

Settings

Pick a section from the list on the left. Under "Profile & branding", change the shop's name, type, time zone, currency, "Brand color" and "Emoji", then tap "Save profile". "Data export" downloads your members and visits as CSV files, and "Open audit trail" shows every staff action: who did it, what and when.

Tip Currency locks after your first visit, so set it first.

Order ahead

For shops with the order-ahead add-on: members order from your menu in the Pidge app and pick up at the counter. Staff run the queue in Pidge Business, and the dashboard has the same board.

15

Orders board

Open "Orders" for the live board: "New", "Preparing" and "Ready". Accept a new order by picking a time under "Accept, ready in", tap "Ready" when it's done, and "Collected" when it's picked up. The chat button on a card opens your chat with the member, with quick replies.

Tip Tap "Turn on sound" so new orders ring on this computer. "Pause orders" stops new orders for a while.

Common questions

Short answers about your customers and your team.

Your customers

Do customers pay anything?
No. The Pidge Rewards app and the web pass are free for customers.
Does every customer need the app?
No. On your shop's page from the table QR, "Get my pass" keeps their QR in the phone's browser, and staff scan it the same way. App users can also add your card to Apple Wallet or Google Wallet.
Does a card work at all my locations?
Yes. Each customer has one card for your shop, and every location adds to it. Staff pick their location in Pidge Business, so you can see where each visit happened.
A customer got a new phone
They install Pidge Rewards and sign in the same way as before, with the same email, phone number or Apple account. Their cards and rewards come back.
Who sees my customers?
Only your team. Customers have one Pidge account, but no shop sees another shop's customers or activity.

Your team and setup

A stamp was missed, or went to the wrong person
A manager or owner fixes it with "Adjust balance": on the member's "Balance" tab on "Members", or on the scanned card in Pidge Business. Staff can't change a balance, so they ask you.
Who can do what?
Staff use Pidge Business to scan, add stamps or points, redeem, take orders and mark items sold out. Managers also run the program, menu, messages, members, locations and staff, and can adjust a balance. Owners can do everything, including billing and the audit trail. Only owners can invite managers and owners.
Someone leaves your team
On "Staff", tap "Remove" next to their name. They can't open your shop in Pidge Business after that.
Does Pidge work with my POS?
It runs next to your POS. Staff record visits in Pidge Business on any phone. On "Integrations", tell us which POS you use, because direct connections are rolling out. On the Homing plan, the API can record visits from your own systems.

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