The first step of onboarding is setting up your business profile. These details determine how your membership program appears to customers and how data like dates, currency, and your rewards portal URL are formatted.
Step-by-Step Guide
After signing in for the first time, you'll land on the Get Started page at Step 1: Business Profile. You can also access this from the onboarding page at any time.
Enter your Company Name — this appears on wallet passes, emails, and your customer-facing rewards portal.
Set your Account Slug — this is the URL identifier for your rewards portal. For example, if your slug is
joes-coffee, your signup page will bejoes-coffee.pocketpass.site. Choose something short and recognizable.Select your Timezone — this affects scheduled campaigns, report date ranges, and activity timestamps. Choose the timezone where your business primarily operates.
Select your Currency — this determines how monetary values (reward credit, spend amounts) are displayed throughout the dashboard and on wallet passes. Common options include USD, CAD, AUD, and GBP.
Click Save & Continue to move to Step 2.
What These Settings Affect
Company Name — Displayed on wallet passes, the rewards portal, and all emails sent to members.
Slug — Used in your signup URL, rewards portal URL, and storefront URL. Changing this later will update all links.
Timezone — Controls when scheduled push notifications are delivered, how report date ranges are calculated, and how activity timestamps appear.
Currency — Formats all monetary values (e.g., reward balances, spend totals, tier thresholds).
Tips
You can change all of these settings later from Settings > General.
Keep your slug short and avoid special characters — it's part of your customer-facing URLs.
If you operate across multiple timezones, choose the one used by your main location or headquarters.