Overview
The Settings module is your central hub for configuring your Perkstar account, managing your profile, and controlling how your loyalty platform integrates with other tools. This is where you manage everything from your subscription plan to personal information, third-party integrations, and advanced webhook configurations.
What you can do in Settings:
View and manage your subscription plan and billing
Update personal information and account credentials
Configure integrations with third-party services
Set up webhooks for custom integrations and automation
Control account-wide preferences and configurations
Tip: Properly configured settings ensure your account operates smoothly, stays secure, and integrates effectively with your existing business tools. Whether you're upgrading your plan, connecting external services, or customising your profile, the Settings module gives you complete control over your Perkstar experience.
Who should manage Settings:
Account owners: Full access to all settings tabs
Administrators: Access to most settings (plan changes may be restricted)
Staff users: Limited access depending on permissions
Before You Begin
Requirements:
Active Perkstar account
Account owner or administrator permissions for most settings
Account owner status for plan changes and billing settings
What You'll Need:
Depending on which settings you're configuring, have ready:
Payment information (for plan upgrades)
API keys or credentials (for integrations)
Webhook URLs (for custom integrations)
Updated business information (for profile changes)
Understanding Settings Categories
Info: The Settings module is organized into 4 tabs, each managing a different aspect of your account: Plan, Personal Settings, Integrations, and Webhooks.
Tab overview:
Plan: Subscription details, billing, and account capacity
Personal Settings: Your profile, contact information, and preferences
Integrations: Third-party service connections
Webhooks: Custom integrations and automated data transfers
Accessing the Settings Module
How to Navigate to Settings
From the dashboard:
Log in to your Perkstar account
Look at the left-hand menu (navigation sidebar)
Click the ⚙️ Settings icon
Note: The Settings module opens with the Plan tab displayed by default.
Settings Module Layout
Once inside Settings, you'll see:
Four tabs across the top: Plan, Personal Settings, Integrations, Webhooks
Active tab content displayed below
Save buttons where applicable (varies by tab)
Info: Click any tab to switch between different settings categories. Changes made in one tab don't affect other tabs.
Plan Tab
What This Tab Covers
The Plan tab displays your current subscription information, billing details, and account capacity limits. This is where you monitor your usage and upgrade or downgrade your plan as your business needs change.
Information Displayed
Current plan details:
Plan name (Starter, Professional, Business, etc.)
Monthly or annual billing cycle
Renewal date
Payment method on file
Account capacity:
Number of loyalty cards you can create
Customer database limits
Number of locations you can add (for Geo-Push)
Staff/subaccount limits
Feature access based on plan tier
Usage metrics:
Current number of active cards
Total customers in database
Locations configured
Other plan-specific limits and current usage
Common Actions in Plan Tab
Upgrading your plan:
Review available plans and features
Click the Upgrade button (if available)
Select your new plan tier
Confirm billing details
Complete payment
Downgrading your plan:
Click the Change Plan option
Select a lower-tier plan
Review what features you'll lose
Confirm the downgrade
Note: Changes typically take effect at next billing cycle.
Updating payment information:
Click Update Payment Method or similar option
Enter new credit card or payment details
Save changes
Verify successful update
Important Plan Considerations
Before upgrading:
Review what new features you'll gain
Understand how pricing changes (prorated vs. next cycle)
Check if your current cards and customers fit within new limits
Before downgrading:
Ensure your current usage fits within lower plan limits
Understand which features you'll lose access to
Export any data you might lose access to
Consider timing (downgrade at renewal to avoid prorated charges)
Capacity limits:
If you exceed your plan's limits, you may need to upgrade
Some features (like additional locations) can be purchased separately
Contact support if you need custom limits beyond standard plans
Personal Settings Tab
What This Tab Covers
The Personal Settings tab manages your individual profile information, contact details, login credentials, and personal preferences. This is your account identity within the Perkstar platform.
Settings You Can Configure
Profile information:
Full name
Business name or company
Email address
Phone number
Profile photo (if supported)
Login credentials:
Change password
Update email address (affects login)
Enable two-factor authentication (if available)
Language and localisation:
Interface language preference
Date format preferences
Time zone settings
Currency display
Notification preferences:
Email notifications for account activity
Weekly statistics report emails
System alerts and updates
Marketing communications opt-in/out
Business information:
Business address
Tax identification numbers (if applicable)
Industry or business type
Contact preferences
Updating Personal Information
To change your profile details:
Navigate to Settings → Personal Settings tab
Locate the field you want to update
Click into the field and make your changes
Click Save or Update at the bottom of the section
Changes take effect:
Immediately for most profile information
After email verification, if changing email address
After password reset confirmation, if changing password
Security Best Practices
Password management:
Use a strong, unique password (12+ characters, mix of letters, numbers, symbols)
Don't reuse passwords from other accounts
Change password regularly (every 90 days recommended)
Never share your password with staff—create separate accounts instead
Email address:
Use a business email you control
Keep email address current (you'll receive important account notifications)
Don't use shared email addresses (creates security risks)
Two-factor authentication:
Enable if available for additional security
Use authenticator app rather than SMS when possible
Save backup codes in a secure location
Account access:
Log out when using shared computers
Don't save login credentials in public browsers
Regularly review connected devices/sessions (if feature available)
Multi-User Considerations
If you have staff or team members:
Don't share your owner account credentials
Create separate staff accounts or subaccounts
Assign appropriate permission levels
Each person should have their own login
Info: Personal Settings only affect your account. Staff members manage their own Personal Settings separately. Changes here don't impact other team members.
Integrations Tab
What This Tab Covers
The Integrations tab allows you to connect Perkstar with third-party services and tools your business uses. Integrations automate data transfer, sync customer information, and enable advanced functionality by connecting your loyalty platform to your broader business ecosystem.
Types of Integrations
Common integration categories:
Customer relationship management (CRM):
Sync customer data between Perkstar and your CRM
Automatic customer profile updates
Unified customer view across platforms
Email marketing platforms:
Export customer lists to email marketing tools
Trigger email campaigns based on loyalty activity
Sync segmentation and customer data
Point-of-sale (POS) systems:
Automatic loyalty point/stamp allocation at checkout
Transaction data sync
Real-time customer identification
Analytics and reporting:
Send loyalty data to analytics platforms
Create custom reports combining loyalty and business metrics
Track ROI across integrated systems
E-commerce platforms:
Online purchase loyalty point allocation
Customer account synchronisation
Unified online and offline loyalty tracking
Setting Up an Integration
General integration process:
Navigate to Settings → Integrations tab
Browse available integrations or search for your service
Click Connect or Configure on the integration you want
Follow the authorisation flow:
Log in to the third-party service
Grant Perkstar permission to access data
Configure sync settings and field mapping
Test the integration with sample data
Activate the integration
Note: Each integration is different. Some require API keys from the third-party service, others use OAuth (you'll log in directly). Configuration complexity varies by integration. Some integrations sync instantly, others update on schedule.
Managing Active Integrations
To view connected services:
Open Settings → Integrations tab
Review list of active integrations
Check sync status and last update time
To modify an integration:
Click on the active integration
Adjust settings like sync frequency or field mapping
Save changes
To disconnect an integration:
Click on the integration you want to remove
Click Disconnect or Deactivate
Confirm removal
Info: Data already synced typically remains in both systems.
Integration Best Practices
Before connecting integrations:
Understand what data will be shared between systems
Review privacy implications for customer data
Test with sample data before going live
Document your integration setup for team reference
Data mapping considerations:
Ensure customer fields match between systems (email, phone, name format)
Decide how conflicts are resolved (which system is source of truth)
Set up proper customer identification (email vs. phone matching)
Security and privacy:
Only connect integrations you actively need
Review permission requests carefully before authorizing
Regularly audit connected services and disconnect unused integrations
Ensure third-party services comply with privacy regulations (GDPR, CCPA)
Monitoring integrations:
Check sync status regularly to catch errors early
Set up alerts if available for sync failures
Test integrations after making changes in either system
Keep API keys and credentials secure
Troubleshooting Integrations
Integration not syncing:
Check if API credentials are still valid
Verify you haven't exceeded rate limits on third-party service
Look for error messages in integration status
Re-authorize the connection if authentication expired
Duplicate customer records:
Review field mapping (ensure consistent matching criteria)
Decide on single source of truth for customer data
Clean up duplicates in both systems before resync
Missing data:
Check if integration syncs all fields or only specific ones
Verify date ranges for historical data sync
Ensure customers exist in both systems for matching
Webhooks Tab
What This Tab Covers
Info: The Webhooks tab enables advanced, custom integrations by allowing you to receive real-time notifications when specific events occur in your Perkstar account. Webhooks send automated HTTP POST requests to URLs you specify, allowing your own systems or third-party tools to react instantly to loyalty activity.
Tip: Webhooks push data from Perkstar to your systems when events happen, enabling real-time automation without constant polling or manual data export.
Who uses webhooks:
Developers building custom integrations
Businesses with proprietary systems
Advanced users connecting Perkstar to tools without native integrations
Technical teams automating complex workflows
Common Webhook Use Cases
Customer activity triggers:
New customer registration → Create account in CRM
Card installation → Send welcome email through custom system
Points/stamps added → Update customer profile in database
Reward redeemed → Trigger fulfillment workflow
Transaction notifications:
Purchase completed → Sync to accounting software
Balance changed → Update customer dashboard
Tier upgraded → Notify customer success team
Engagement tracking:
Push notification delivered → Log in analytics platform
Customer feedback submitted → Create support ticket
Referral completed → Trigger reward allocation
Business intelligence:
Real-time transaction feed → Update live dashboard
Customer milestone reached → Alert team
High-value customer activity → Notify sales team
Setting Up a Webhook
Prerequisites:
URL endpoint capable of receiving HTTP POST requests
Basic understanding of JSON data format
Ability to parse incoming webhook data
(Optional) Webhook signature validation for security
Configuration steps:
Navigate to Settings → Webhooks tab
Click Add Webhook or Create New Webhook
Enter your webhook details:
Webhook URL: The endpoint that will receive data
Event types: Select which events trigger the webhook
Description: Internal note about webhook purpose
(Optional) Secret key: For validating webhook authenticity
Save the webhook configuration
Test the webhook with sample event data
Monitor delivery status
Webhook Event Types
Available events (varies by implementation):
customer.created- New customer registrationcustomer.updated- Customer profile changescard.installed- Customer installs card in wallettransaction.completed- Points/stamps added or redeemedreward.issued- Reward given to customerfeedback.received- Customer submits feedbackpush.delivered- Push notification deliveredreferral.completed- Successful referral
Selecting events:
Choose only events you need to reduce unnecessary webhook calls
Each selected event triggers a separate HTTP request to your URL
High-volume events (transactions) can result in many webhook calls
Webhook Payload Structure
Info: Webhooks send JSON-formatted data containing event type identifier, timestamp, customer information, event-specific details, and account/business identifier.
Example webhook payload:
{ "event": "transaction.completed", "timestamp": "2025-10-14T14:30:00Z", "customer": { "id": "cust_12345", "email": "customer@example.com", "phone": "+1234567890" }, "transaction": { "type": "points_added", "amount": 50, "balance": 350, "card_id": "card_67890" } }Managing Webhooks
Viewing active webhooks:
All configured webhooks appear in list view
Each webhook shows: URL, events, status, last delivery
Testing webhooks:
Use built-in test feature to send sample payload
Verify your endpoint receives and processes data correctly
Check response codes (200 = success, 4xx/5xx = error)
Editing webhooks:
Click on existing webhook
Modify URL, events, or description
Save changes
Test again after modifications
Disabling/deleting webhooks:
Disable: Temporarily stops webhook without deleting
Delete: Permanently removes webhook configuration
Webhook Best Practices
Security considerations:
Use HTTPS URLs only (not HTTP) to encrypt webhook data
Validate webhook signatures using secret keys
Verify sender IP addresses if possible
Don't expose sensitive data in webhook URLs (use POST body only)
Endpoint reliability:
Ensure your endpoint responds quickly (within 5-10 seconds)
Return 200 status code for successful receipt
Handle errors gracefully (Perkstar may retry failed deliveries)
Queue webhook processing for asynchronous handling if complex
Monitoring and debugging:
Log all incoming webhook data for troubleshooting
Monitor webhook delivery success rates
Set up alerts for repeated failures
Review webhook logs regularly to catch issues early
Testing strategy:
Test in staging/development environment first
Verify handling of all subscribed event types
Test error scenarios (invalid data, timeout, endpoint down)
Validate data format matches your expectations
Webhook limits:
Check if there are rate limits on webhook deliveries
Avoid creating redundant webhooks for same events
Consider batching if receiving high volumes
Document your webhook configurations for team reference
Troubleshooting Webhooks
Webhooks not being received:
Verify URL is correct and publicly accessible
Check firewall settings (ensure Perkstar IPs aren't blocked)
Confirm endpoint is responding with 200 status code
Review webhook logs for error messages
Receiving duplicate webhooks:
Some events may trigger multiple times (by design)
Implement idempotency keys to handle duplicates
Check if multiple webhooks are configured for same event
Webhook data missing fields:
Verify event type includes the fields you need
Check API documentation for event payload structure
Some fields may be optional (null if not applicable)
Signature validation failing:
Ensure secret key matches in both systems
Verify signature calculation method (HMAC SHA256 typically)
Check for whitespace or encoding issues
Best Practices for Account Settings
Regular Settings Review
Quarterly settings audit:
Review active integrations and disconnect unused ones
Check webhook configurations and remove obsolete endpoints
Update personal information if business details changed
Review plan capacity and usage (upgrade if consistently hitting limits)
After business changes:
Update business information when rebranding or relocating
Adjust integrations when adopting new tools
Modify webhooks when system architecture changes
Security Maintenance
Password and access:
Change password every 90 days
Review connected sessions and log out unused devices
Enable two-factor authentication if available
Never share credentials—create staff accounts instead
Integration security:
Audit third-party integrations quarterly
Remove integrations you no longer use
Review permission scopes periodically
Keep API keys secure and rotate when staff changes
Webhook security:
Use HTTPS endpoints only
Validate webhook signatures
Monitor for unusual webhook activity
Update secret keys if compromised
Team Coordination
Document your settings:
Maintain internal documentation of:
Active integrations and their purposes
Webhook configurations and what they do
Plan capacity and upgrade triggers
Settings change history
Assign ownership:
Account owner: Plan and billing
Technical lead: Webhooks and integrations
Manager: Personal settings for their profile
Change communication:
Notify team when changing settings that affect everyone
Document why changes were made
Test changes in non-production if possible
Cost Optimization
Plan management:
Monitor usage regularly to avoid paying for unused capacity
Downgrade during slow seasons if appropriate
Consider annual billing for discounts
Add extra capacity à la carte instead of full upgrade if needed
Integration efficiency:
Disconnect integrations that aren't providing value
Consolidate redundant integrations
Review integration pricing if applicable
Troubleshooting
Cannot Access Settings Module
Problem: Settings icon doesn't appear or is grayed out
Causes and solutions:
Insufficient permissions: Only account owners and administrators can access Settings. Contact your account owner if you're a staff user
Browser issues: Clear cache and cookies, try different browser
Session expired: Log out and log back in
Changes Not Saving
Problem: You click Save but settings revert to previous values
Causes and solutions:
Form validation errors: Look for red error messages near fields
Required fields missing: Fill in all required information
Session timeout: Refresh the page and try again
Browser issues: Disable browser extensions that might interfere with forms
Cannot Upgrade or Change Plan
Problem: Upgrade button doesn't work or payment fails
Causes and solutions:
Payment method issue: Update card details in Plan tab
Billing address mismatch: Verify address matches payment method
Exceeded card limit: Contact your bank or try different payment method
Account restriction: Contact Perkstar support if upgrade is blocked
Integration Connection Failing
Problem: Third-party service won't authorize or connect
Causes and solutions:
Incorrect credentials: Verify API keys or login details
Permissions not granted: During OAuth, ensure you click "Allow" or "Authorize"
Service temporarily down: Try again later or check third-party status page
Account status: Verify your account with third-party service is active
Webhook Not Delivering
Problem: Events occur but webhook isn't triggered
Causes and solutions:
URL incorrect: Double-check webhook URL (no typos)
Endpoint not responding: Test your endpoint separately to ensure it's accessible
Wrong event selected: Verify you've subscribed to the correct event types
Webhook disabled: Check webhook status in Webhooks tab
Frequently Asked Questions
Who can access the Settings module?
Account owners and administrators can access all settings tabs. Staff users may have limited access depending on their permission level. Plan changes and billing settings are typically restricted to account owners only.
Will changing my email address affect my login?
Yes. If you change your email in Personal Settings and you log in with email, you'll need to use the new email address for future logins. You'll typically receive a verification email at the new address to confirm the change.
How do I upgrade my plan?
Go to Settings → Plan tab, review available plans, and click the Upgrade button. Select your new plan, confirm billing details, and complete payment. Upgrades typically take effect immediately, and you'll be charged a prorated amount for the current billing cycle.
When do plan downgrades take effect?
Downgrades typically take effect at your next billing cycle to avoid prorated charges. You'll continue to have access to your current plan features until the renewal date. Check the downgrade confirmation for exact timing.
Can I disconnect an integration without losing my data?
Yes. Disconnecting an integration stops future data synchronization but typically doesn't delete data already synced in either system. However, confirm this with the specific integration before disconnecting to avoid surprises.
What happens to my webhooks if I disconnect an integration?
Webhooks are independent of standard integrations. Disconnecting an integration won't affect your webhooks unless the webhook was sending data to that integrated service. Review your webhook configurations after disconnecting integrations.
Are webhooks included in all plans?
Webhook availability depends on your plan tier. Check your Plan tab or contact Perkstar to confirm if webhooks are included in your current subscription.
Can I have multiple webhooks for the same event?
Yes. You can configure multiple webhook URLs to receive the same event type. This is useful if you're sending data to multiple systems or services.
How do I know if my webhook is working?
Use the built-in test feature in the Webhooks tab to send a sample payload to your endpoint. Check your endpoint logs to verify receipt. Also monitor webhook delivery status in the Webhooks list view.
What's the difference between Integrations and Webhooks?
Integrations are pre-built connections to popular third-party services with guided setup. Webhooks are custom integrations you build yourself by providing a URL that receives real-time event data. Use integrations for supported services, webhooks for custom solutions.
Can I change my plan in the middle of a billing cycle?
Yes. Upgrades typically take effect immediately with prorated charges. Downgrades usually take effect at your next billing cycle. Check the confirmation screen for exact details before proceeding.
Will changing my password log me out of other devices?
This depends on Perkstar's security settings. Some systems log you out of all devices when you change your password for security. You may need to log back in on your other devices (phone, tablet, etc.).
How do I enable two-factor authentication?
If available, look for a "Two-Factor Authentication" or "2FA" option in the Personal Settings tab. Follow the setup wizard to link an authenticator app. Not all accounts may have this feature—check your plan details.
Can staff members change account settings?
It depends on their permission level. Staff members can typically manage their own Personal Settings, but may not access Plan, Integrations, or Webhooks tabs. Account owners control permission levels.
What should I do if I can't access Settings?
Contact your account owner or administrator to verify your user permission level. If you're the account owner and still can't access Settings, contact Perkstar support.
Tip: Need more help? Contact Perkstar support for assistance with specific settings configurations, billing questions, or technical integration support.