How to Customise the Customer Sign-Up Form
When a customer scans your QR code they land on a one-page claim form. By default the form asks only for what's strictly needed; you can add optional fields if they're useful for your business.
Where to edit the form
Open More -> Sign-up form. Each field has a toggle for whether it appears and another for whether it's required.
Available fields
- First name (always required so we can address customers in pushes).
- Email (recommended; required if you want to send recovery links when a phone is lost).
- Phone number (optional; used only for SMS reach-outs in countries where it makes sense).
- Birthday (optional; powers automatic birthday rewards if you turn that on).
- Marketing consent checkbox (always shown; required for any future broadcast push).
GDPR-safe defaults
The marketing consent checkbox is unticked by default. We never grandfather older customers into marketing — silence is treated as a no, in line with GDPR.
Customers who decline marketing still get transactional pushes (stamps added, reward earned). Only broadcasts are gated.
Best practice: ask less to convert more
Every required field cuts your sign-up rate. Coffee shops doing 200+ joins per month typically run with first-name + marketing-consent and nothing else.
Frequently asked questions
Related guides
Why marketing pushes only reach customers who explicitly opted in, how unsubscribe works, and what happens to customer data on deletion.
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