Platform Setup
After registration, Favy invites you to follow a Checklist - 6 steps you should complete to activate all the system's capabilities. Progress is shown as a progress bar and a counter of completed steps.
The page is accessible at any time - you can return to it through the main menu.
Setup Steps
Step 1 - Register
Completed automatically when the account is created. After registration, this step is already marked as Completed.
Step 2 - Fill in Company Profile
Company data is used for automatically filling in invoices.
Click "Get Started" and fill in information about your business: name, details, and contact information.
→ More details: Admin Profile
Step 3 - Add Categories and Products
Products and categories are what customers can spend their bonus points on.
Click "Get Started" and create at least one category and one product or service.
→ More details: Products and Services, Categories
Step 4 - Set Up Loyalty Program
Define the rules for earning and spending bonuses: how many points are awarded for a purchase, from what amount they can be redeemed, etc.
Click "Get Started" and set the program parameters.
→ More details: Loyalty Program Setup
Step 5 - Add Point of Sale (POS)
Transactions cannot be processed without a point of sale. Connect a physical or online checkout.
Click "Get Started" and add your first point.
→ More details: Manage Points of Sale
Step 6 - Set Up White Label
Customize the brand identity of the customer application: domain, name, icons, and colors.
Click "Get Started" and fill in the brand data.
→ More details: White Label - Customization
Order of Completion
Steps 5 and 6 are marked as Required - without them, the platform will not function at its full potential. The other steps can be completed in any order and returned to later.
Recommendation
We recommend following all steps sequentially during the initial launch - it will take 15–20 minutes and will allow you to start working with customers right away.