What you need before you start

Setup is deliberately front-loaded. The five required sections are the ones a customer sees, so none of them can be skipped and left for later.

The required five

They are listed in the admin area in the order they are worth doing:

1. Business profile. Trading name, legal name, business type, and where you trade. This is what appears on your venue page.
2. Contact and social. The address customers can reach you on, your opening hours, and any social links.
3. Loyalty rules. Stamps or points, and what a customer has to reach before a reward unlocks. This is the one that takes real thought.
4. Signup QR. The code that turns a walk-in into a member.
5. Branding. Your logo and colours, which carry through to the wallet pass customers install.

What is optional at launch

Team access, the approvals queue, analytics and bank details can all wait. Bank details in particular are worth understanding correctly: connecting a payout rail is how money reaches your account, not permission to sell. An approved venue without one can still trade, and Fidella holds the funds in the meantime.

Budget the time for loyalty rules

Four of the five sections are data entry. The loyalty rules are a pricing decision, and getting them wrong is expensive in a way that a mistyped phone number is not. If you have not set a reward threshold before, read the Academy guide on choosing one before you commit.