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How to Stamp Customer Cards and Issue Rewards Using the Scanner App

Dan. A avatar
Written by Dan. A
Updated over 2 weeks ago

Overview

The Perkstar scanner app is your mobile tool for processing customer loyalty transactions—stamping cards, issuing points, redeeming rewards, and managing all customer interactions at the point of sale. The scanner operates through your web browser, allowing you and your staff to process loyalty transactions from any smartphone, tablet, or computer.

What you can do with the scanner app:

  • Stamp customer cards instantly after purchases

  • Issue points for reward and cashback programs

  • Redeem rewards and process discounts

  • Track customer visit history

  • Process transactions for all loyalty card types

  • Give staff members their own scanner access

  • Set permissions for what staff can do (Scale plan only)

  • Use on mobile devices or desktop computers with barcode scanners

How it works: The scanner app runs in your web browser at a dedicated URL. Log in with your Perkstar credentials (or staff credentials if you've created team accounts), and you can immediately start processing customer loyalty transactions. Use it on your phone for mobile flexibility, or set up a stationary scanning station at your checkout counter with a computer and 2D barcode scanner.


Accessing the Scanner App

Direct Scanner App URL

The scanner app is accessed through a dedicated web address:

You can:

  • Bookmark this URL in your mobile browser

  • Add it to your phone's home screen for quick access (recommended for mobile)

  • Access from any desktop computer at your point of sale

  • Bookmark on desktop browsers for quick access

  • Share this link with staff members who need scanner access

Platform compatibility:

  • Mobile devices: Smartphones and tablets (iOS and Android)

  • Desktop computers: Windows, Mac, or Linux with any modern browser

  • Tablets with keyboards: Can function as stationary checkout stations

Finding the Scanner Link in Your Account

If you can't remember the URL, you can always find the scanner app link from your Perkstar dashboard:

  1. Log in to your Perkstar account at app.perkstar.co.uk

  2. Click on the user profile icon in the top-right corner

  3. Look for Scanner App in the dropdown menu

  4. Click to open the scanner app in a new tab

This method is helpful for:

  • First-time access when you don't have the URL saved

  • Sharing the link with new staff members

  • Confirming you're accessing the correct scanner URL


Choosing Your Scanner Setup

Mobile vs. Desktop Scanner

Mobile setup (smartphone/tablet):

  • Best for: Mobile businesses, pop-up locations, roaming staff, flexible environments

  • Pros: Portable, no additional hardware needed, easy staff access

  • Cons: Requires holding device, smaller screen, battery considerations

  • Recommended for: Food trucks, market stalls, mobile services, small boutiques

Desktop setup (computer + 2D scanner):

  • Best for: Fixed checkout counters, high-volume locations, dedicated cashier stations

  • Pros: Hands-free scanning, faster processing, larger screen, no battery concerns

  • Cons: Requires additional hardware, less portable, setup time needed

  • Recommended for: Retail stores, cafes with registers, salons with reception desks, restaurants with POS systems

Hybrid approach: Many businesses use both—desktop scanners at fixed locations and mobile devices for roaming staff or backup during busy periods.


Setting Up Desktop Scanner (Computer + 2D Barcode Scanner)

What You Need

Hardware requirements:

  • Computer or tablet: Any device that can run a web browser (Windows PC, Mac, Chromebook, iPad with keyboard, etc.)

  • 2D barcode scanner: USB-connected scanner capable of reading QR codes

  • Internet connection: Stable WiFi or ethernet connection

  • Monitor: Clear display for viewing customer information (optional but helpful)

Why you need a 2D scanner: Customer loyalty cards display QR codes (2D barcodes). A standard 1D barcode scanner (like those used for product barcodes) won't work—you specifically need a 2D/QR code scanner.


Recommended Hardware: Sunmi Blink

Product recommendation: Sunmi Blink 2D Barcode Scanner

Why we recommend the Sunmi Blink:

  • 2D/QR code compatible: Reads all types of QR codes including loyalty cards

  • Hands-free design: Stationary scanner for fixed checkout positions

  • Fast scanning: Quick read times even in high-volume environments

  • USB plug-and-play: Simple connection to any computer

  • Durable construction: Built for commercial retail use

  • Omnidirectional scanning: Reads codes from multiple angles

  • Auto-trigger mode: Automatically scans when code is presented

Alternative options: While we recommend the Sunmi Blink, any 2D barcode scanner will work as long as it:

  • Reads QR codes (2D barcodes)

  • Connects via USB

  • Functions as a keyboard input device (most USB scanners do)

  • Has presentation/auto-trigger mode for hands-free operation


Setting Up Your Desktop Scanner Station

Step 1: Hardware Setup

  1. Position your computer at your checkout counter or reception desk

  2. Connect your 2D scanner via USB port

  3. Install any drivers if required (most are plug-and-play)

  4. Position the scanner where customers can easily present their cards

  5. Test the scanner by scanning a test QR code to verify it works

Step 2: Browser Setup

  1. Open your preferred browser (Chrome, Firefox, Safari, or Edge)

  2. Bookmark this page for quick access (Ctrl+D or Cmd+D)

  3. Consider pinning the tab so it's always open during business hours

  4. Enable full-screen mode (F11 on most browsers) for distraction-free scanning

Step 3: Login and Test

  1. Log in with your Perkstar credentials

  2. Test the workflow:

    • Open scanner app

    • Click into the search/scan field

    • Present a customer card to the scanner

    • Verify the customer profile loads automatically

  3. Adjust scanner position if needed for optimal scanning angle

Step 4: Staff Training

  1. Show staff how to present cards to the scanner

  2. Practice processing transactions using the larger desktop interface

  3. Create quick reference guide for common transactions

  4. Keep backup method ready (mobile device) in case of technical issues


Desktop Scanner Workflow

Processing transactions with desktop scanner:

  1. Customer presents card

    • Customer opens their digital loyalty card (Apple Wallet, Google Wallet, or PWA)

    • Customer holds phone near the 2D scanner

  2. Scanner reads QR code

    • Scanner automatically reads the QR code

    • Customer profile loads on your screen immediately

    • No typing or manual searching required

  3. Process transaction

    • View customer's current balance on large screen

    • Click Add Stamp, Add Points, or Redeem Reward

    • Confirm the transaction

    • Customer's card updates instantly

  4. Complete and ready for next customer

    • Scanner returns to ready state

    • Present next customer's card to continue

Hands-free operation: With a presentation scanner like the Sunmi Blink, you don't need to hold or press anything—just position the scanner so customers can present their cards, and it reads automatically.


Setting Up the Scanner App on Mobile Devices

Why Add to Home Screen (Mobile)

Adding the scanner app to your home screen provides several benefits for mobile users:

  • Quick access: Tap once to open, like a native app

  • No browser clutter: Doesn't open with your browser tabs

  • Full-screen experience: Removes browser navigation for cleaner interface

  • Stays logged in: Maintains your session more reliably

  • Professional appearance: Looks like a dedicated business app

Recommended setup: Every staff member who processes transactions on mobile should have the scanner app installed on their phone's home screen.


Installing on iPhone (iOS)

Step 1: Open the Scanner URL

Step 2: Access Share Menu

  • Tap the Share button at the bottom of the screen (box with upward arrow)

  • Scroll through the options in the share sheet

Step 3: Add to Home Screen

  • Tap Add to Home Screen

  • Edit the name if desired (e.g., "Perkstar Scanner" or "[Your Business] Scanner")

  • Tap Add in the top-right corner

Step 4: Access from Home Screen

  • Find the new icon on your home screen

  • Tap to open the scanner app

  • Log in with your Perkstar credentials

Result: The scanner now appears as an app icon alongside your other apps. Tapping it opens directly to the scanner login screen without browser navigation.


Installing on Android

Step 1: Open the Scanner URL

Step 2: Access Browser Menu

  • Tap the three dots (⋮) in the top-right corner

  • Look for Add to Home screen or Install app option

Step 3: Confirm Installation

  • The browser may show an "Install app" prompt automatically—tap Install

  • Or select Add to Home screen from the menu

  • Edit the name if desired (e.g., "Perkstar Scanner")

  • Tap Add

Step 4: Access from Home Screen

  • Find the new icon on your home screen or app drawer

  • Tap to open the scanner app

  • Log in with your Perkstar credentials

Alternative for older Android versions: If you don't see "Add to Home screen":

  • Tap the three dots menu (⋮)

  • Select Settings or Page info

  • Look for Add to Home screen or Create shortcut

Result: The scanner functions like a standalone app, opening directly without browser controls visible.


Installing on Tablets

iPad: Follow the same process as iPhone using Safari browser. iPads work well as stationary checkout devices when paired with a stand.

Android Tablets: Follow the same process as Android phones using Chrome browser. Consider adding a 2D barcode scanner via USB for hands-free operation.

Windows/Surface Tablets: Access through browser bookmark. Can connect USB 2D scanner for hands-free scanning at checkout.


Logging Into the Scanner App

Using Your Perkstar Account

Business owners and managers: Log in with the same credentials you use for the main Perkstar dashboard:

  1. Open the scanner app (from home screen icon, browser bookmark, or direct URL)

  2. Enter your email address or phone number

  3. Enter your password

  4. Tap or click Log In

Session persistence: The scanner stays logged in even when you close it, so you don't need to log in repeatedly throughout the day. You'll only need to log in again if you explicitly log out or clear your browser data.

Desktop tip: Keep the scanner browser tab open all day during business hours. Pin the tab so it doesn't accidentally close.


Staff Account Login

If you've created staff accounts for your team, they log in with their own credentials:

  1. Open the scanner app (mobile or desktop)

  2. Enter their assigned staff username or email

  3. Enter their staff password

  4. Tap or click Log In

Permission levels: What staff members can see and do depends on the permissions you've configured in their account settings (available on Scale plan only).


Using the Scanner to Process Transactions

Desktop Scanner Method (with 2D Barcode Scanner)

Fast, hands-free transaction processing:

Step 1: Ready State

  • Ensure scanner app is open and logged in

  • Scanner cursor should be in the search/scan field

  • Customer approaches with their phone ready

Step 2: Customer Presents Card

  • Customer opens their loyalty card in their wallet

  • Customer positions phone's screen near the 2D scanner

  • Scanner reads QR code automatically (no button press needed)

Step 3: Profile Loads

  • Customer profile appears immediately on your screen

  • View current balance, stamps, or points

  • See transaction history and loyalty status

Step 4: Process Transaction

  • Click Add Stamp, Add Points, or other transaction button

  • Enter amount if required (for cashback, reward points, etc.)

  • Click Confirm or Process

Step 5: Transaction Complete

  • Confirmation appears on your screen

  • Customer's card updates instantly in their wallet

  • Scanner returns to ready state for next customer

Advantages of desktop scanner:

  • Speed: Process transactions in 2-3 seconds

  • Accuracy: No typing errors or manual searching

  • Hands-free: Staff can focus on customer service

  • Larger screen: Easier to see customer information

  • High volume: Handle busy periods more efficiently


Mobile Scanner Method (Smartphone/Tablet)

Step 1: Identify the Customer

  • Customer shows their loyalty card (Apple Wallet, Google Wallet, or PWA)

  • You can scan the QR code using your phone camera, or

  • Search for the customer by name, phone, or email

Step 2: Open Customer Profile

  • Tap on the customer's name to view their loyalty card details

  • You'll see their current balance (stamps, points, or rewards)

Step 3: Process the Transaction

  • For stamp cards: Tap Add Stamp or similar button

  • For points/reward cards: Enter the transaction amount or points earned

  • For redemptions: Tap Redeem Reward if customer is claiming a benefit

Step 4: Confirm Transaction

  • Review the transaction details

  • Confirm the action

  • Customer's card updates immediately in their wallet

Result: The customer's card is instantly updated with new stamps, points, or redeemed rewards. They'll receive a notification of the transaction if notifications are enabled.


Processing Different Card Types

The process works the same whether using mobile or desktop scanner:

Stamp Cards:

  • Add stamps for qualifying purchases

  • Track progress toward free rewards

  • Redeem rewards when stamp threshold is reached

Cashback Cards:

  • Enter purchase amount

  • System calculates cashback percentage

  • Balance updates automatically

Reward/Points Cards:

  • Enter transaction amount or point value

  • Points added to customer balance

  • Process reward redemptions

Multipass Cards:

  • Record customer visits

  • Track visit streaks and bonus points

  • Manage visit-based rewards

Gift Cards:

  • Check remaining balance

  • Deduct purchase amounts

  • Show transaction history

Membership Cards:

  • Verify active membership status

  • Process membership benefits

  • Track membership renewal dates

Discount Cards:

  • Apply percentage discounts at checkout

  • Track discount usage

  • Manage time-limited offers

Coupon Cards:

  • Validate and redeem coupons

  • Track coupon usage

  • Manage expiration dates


Managing Staff Access

Creating Staff Accounts

If you have team members who need to stamp cards and process rewards, create dedicated staff accounts for them:

Step 1: Access Staff Management

  • Log in to your main Perkstar dashboard

  • Navigate to Settings → Managers or Team section

  • Click Add Staff Member or Create Manager Account

Step 2: Enter Staff Information

  • Name: Staff member's full name

  • Email or Username: Login credential they'll use

  • Password: Create secure password (or let staff set their own)

  • Role/Title: Optional, for your internal reference

Step 3: Set Permissions (Scale Plan Only) If you're on the Scale plan, configure what this staff member can access:

  • Process transactions: Add stamps, issue points, redeem rewards

  • View customer data: See customer profiles and history

  • Manage customers: Edit customer information, add notes

  • Access reports: View analytics and transaction reports

  • Send notifications: Permission to send messages to customers

Step 4: Save and Share Credentials

  • Save the new staff account

  • Share the scanner app URL with the staff member

  • Provide their login credentials securely

  • Show them how to access the scanner (mobile home screen or desktop bookmark)

Best practice: Each staff member should have their own account. This allows you to track who processed which transactions and maintain accountability.


Staff Permission Levels (Scale Plan Only)

The Scale plan offers granular permission controls for staff accounts:

Full Access:

  • Process all transaction types

  • View all customer data

  • Access reports and analytics

  • Send notifications to customers

  • Manage some business settings

Transaction Only:

  • Add stamps, points, and process rewards

  • Limited customer profile viewing

  • Cannot access reports or settings

  • Cannot send notifications

Read-Only:

  • View customer information

  • See transaction history

  • Cannot process transactions

  • Cannot modify customer data

Custom Permissions: Mix and match specific permissions based on each staff member's role and responsibilities.

Location-based permissions: If you have multiple locations, you can restrict staff to only process transactions at their assigned location(s).

Note: Permission management is only available on the Scale plan. Starter and Growth plans can create staff accounts (Growth: up to 10 users, Scale: up to 25 users), but all staff have full transaction processing access.


Best Practices for Scanner App Usage

For Business Owners

Choose the right setup for your business:

  • High-volume locations: Desktop scanner with 2D barcode reader

  • Mobile operations: Smartphone or tablet with home screen installation

  • Multi-location: Consider desktop at primary location, mobile for others

  • Hybrid approach: Desktop during peak hours, mobile as backup

For desktop scanner setups:

  • Position scanner where customers naturally present their phones

  • Ensure adequate lighting so scanner can read codes easily

  • Keep the browser tab pinned and logged in during business hours

  • Have a mobile backup ready in case of technical issues

  • Clean the scanner lens regularly for optimal performance

For mobile setups:

  • Install on multiple staff phones/tablets

  • Have backup devices in case of technical issues

  • Keep devices charged with accessible chargers

  • Consider a dedicated tablet at your checkout counter

Train staff thoroughly:

  • Walk through the complete transaction process (desktop and mobile)

  • Demonstrate how to handle redemptions

  • Practice with test transactions before going live

  • Create quick reference guides for common scenarios

  • Show proper card presentation angle for desktop scanners

Monitor transaction activity:

  • Review daily transaction logs

  • Check for unusual patterns or errors

  • Ensure staff are processing transactions correctly

  • Use this data to identify training opportunities

Secure login credentials:

  • Use strong passwords for all accounts

  • Don't share owner credentials with staff

  • Create individual staff accounts for accountability

  • Change passwords if staff members leave


For Staff Members

Desktop scanner operation:

  • Ensure scanner app is open and cursor is in search field

  • Guide customers to present cards at correct angle/distance

  • Watch for confirmation that profile loaded before processing

  • Keep scanner lens clean for reliable reading

Mobile operation:

  • Stay logged in throughout your shift

  • Keep device charged

  • Process transactions promptly

  • Verify customer identity before stamping

General best practices:

  • Verify customer identity (especially with manual search)

  • Double-check names if processing multiple customers quickly

  • Process transactions immediately after qualifying purchases

  • Check that the transaction succeeded before dismissing the screen

  • Handle customer questions about balances and redemptions

  • Report technical issues to managers immediately


Troubleshooting

Desktop Scanner Issues

Scanner not reading QR codes

  • Check USB connection: Ensure scanner is properly connected

  • Test with different QR code: Verify scanner hardware works

  • Adjust distance: Customer may be holding phone too close or too far

  • Check lighting: Ensure adequate lighting for scanner to read codes

  • Clean scanner lens: Dust or smudges can prevent reading

  • Driver issues: Reinstall scanner drivers if necessary

Scanner reads code but nothing happens in browser

  • Check cursor position: Cursor must be in the search/scan field

  • Browser focus: Ensure browser window is active (click in it)

  • Scanner configuration: Verify scanner is in keyboard emulation mode

  • Test in notepad: Scan a QR code into notepad to verify scanner outputs text

  • Scanner mode: Some scanners have multiple modes—ensure it's in 2D/QR mode

Slow scanner performance

  • Update scanner firmware: Check manufacturer's website

  • Reduce screen brightness: Very bright phone screens can cause glare

  • Reposition scanner: Adjust angle to reduce reflections

  • Check internet speed: Slow connection affects profile loading

  • Close other applications: Free up computer resources

Scanner repeatedly scans the same code

  • Auto-trigger sensitivity: Adjust scanner's auto-trigger settings

  • Add scan delay: Configure scanner to wait between scans

  • Train customers: Ask them to remove card after successful scan

  • Manual trigger mode: Switch from auto to manual trigger if problematic

Mobile Scanner Issues

Can't access the scanner app URL

  • Check internet connection: Scanner requires stable internet

  • Verify URL: Ensure you're using https://app.perkstar.co.uk/scanner-app/login

  • Try different browser: Use Safari (iPhone) or Chrome (Android) for best results

  • Clear browser cache: Sometimes cached data causes loading issues

Login credentials not working

  • Check spelling: Email addresses and passwords are case-sensitive

  • Verify account exists: Ensure the staff account was created successfully

  • Password reset: Use "Forgot Password" link if needed

  • Contact manager: Staff should verify credentials with account administrator

Scanner app doesn't work after adding to home screen

  • Reinstall: Remove the home screen icon and add it again

  • Use browser first: Log in through browser, then add to home screen while logged in

  • Check iOS/Android version: Very old devices may have limited PWA support

  • Try alternative: Access through bookmarked browser link if home screen installation fails

General Issues

Customer's card not updating after stamping

  • Check internet connection: Both your device and customer's device need internet

  • Verify transaction processed: Look for confirmation message in scanner

  • Customer notifications disabled: Card may not update if notifications are off (see separate troubleshooting article)

  • Refresh customer's card: Have customer close and reopen their wallet app

Scanner app keeps logging out

  • Browser settings: Check if browser is set to clear data automatically

  • Private browsing: Don't use incognito/private mode

  • Stay logged in option: Ensure you're not selecting "Log out" inadvertently

  • Reinstall from home screen (mobile): May maintain session better than browser tabs

Can't find scanner link in dashboard dropdown

  • Check you're logged in: Must be authenticated to see profile menu

  • Look for profile icon: Usually in top-right corner of dashboard

  • Contact support: If still not visible, verify account status

Staff member can't see certain features

  • Check permissions: Scale plan allows permission restrictions

  • Verify plan tier: Some features require specific plans

  • Account role: Confirm staff account has appropriate access level

  • Ask administrator: Manager must adjust permissions in dashboard

Scanner shows wrong information for customer

  • Verify correct customer: Ensure you selected the right profile

  • Refresh data: Pull down to refresh in most interfaces

  • Check synchronization: Data may take a moment to sync from main system

  • Log out and back in: Sometimes resolves data display issues


Frequently Asked Questions

Setup and Hardware

Do I need to download an app from the App Store or Play Store? No. The Perkstar scanner is a web-based application accessed through your browser. For mobile devices, you add it to your home screen, but it doesn't require a traditional app store download.

Can I use the scanner on a desktop computer? Yes. The scanner works on any computer with a web browser. For desktop use, we recommend connecting a 2D barcode scanner for hands-free operation.

What kind of scanner do I need for desktop use? You need a 2D barcode scanner (also called a QR code scanner). Regular 1D barcode scanners won't work. We recommend the Sunmi Blink for stationary checkout setups.

Where can I buy a 2D barcode scanner? 2D scanners are available from office supply retailers, Amazon, electronics stores, or directly from manufacturers. Search for "2D barcode scanner" or "QR code scanner."

How much does a 2D scanner cost? Basic 2D scanners start around £30-50. Professional-grade scanners like the Sunmi Blink typically range from £80-150. Consider this a one-time investment that significantly speeds up transaction processing.

Can I use the scanner on both mobile and desktop? Yes. You can use the same scanner app URL on mobile devices and desktop computers. Many businesses use both—desktop at fixed locations and mobile for roaming staff or backup.

Do I need a separate scanner for each location? No. The same scanner app works at all your locations. Each location can have its own hardware setup (mobile, desktop, or both) accessing the same scanner URL.

Staff and Permissions

Can multiple staff members use the same device? Yes, but each should log in with their own credentials for accountability. Log out between users if sharing a device, or provide each staff member with their own device.

How many staff accounts can I create?

  • Starter plan: No staff accounts (owner-only access)

  • Growth plan: Up to 10 staff users

  • Scale plan: Up to 25 staff users

Do staff need their own Perkstar subscription? No. Staff accounts are created by you within your subscription. They log in to your business's scanner app using credentials you provide.

Can I control what staff members can do in the scanner? Yes, but only on the Scale plan. You can set granular permissions for each staff member. On Starter and Growth plans, all staff have full transaction processing access.

Technical Questions

Does the scanner work offline? No. The scanner requires an active internet connection to process transactions and sync data in real-time. Ensure you have reliable WiFi or mobile data at your point of sale.

What if my phone battery dies during business hours? This is why we recommend having multiple devices with the scanner installed, or using a desktop setup that doesn't rely on battery. Keep backup devices charged or have portable chargers available.

Can I use the scanner on both iPhone and Android? Yes. The scanner app works on both platforms and any desktop computer. Each device should be set up using the appropriate method for their platform.

Will a desktop scanner work with tablets? Yes. Tablets with USB ports (or USB adapters) can connect 2D barcode scanners. This works particularly well with tablets mounted on stands at checkout counters.

Do I need special software to use a 2D scanner? No. Most USB 2D scanners are plug-and-play and function as keyboard input devices. They simply "type" the scanned code into whatever field has focus in your browser.

Operations

How do I know if a transaction was successful? The scanner displays a confirmation message after processing. You'll see the updated balance on the customer's profile immediately after the transaction.

Can customers stamp their own cards? No. The scanner app is for business owners and staff only. Customers cannot access the scanner—they can only view their cards and redeem rewards through their wallet or customer portal.

What happens if I accidentally stamp the wrong customer? Contact Perkstar support immediately. Depending on your plan and settings, you may be able to reverse transactions or they can assist with corrections.

Can I see transaction history in the scanner? Yes. Open any customer's profile in the scanner to view their transaction history, including stamps earned, points redeemed, and visit dates.

What if the scanner URL changes? Perkstar will notify you of any URL changes. You would need to update your bookmarks and reinstall the home screen icon (for mobile) or update bookmarks (for desktop) with the new URL.

Is the scanner secure? Yes. All data is transmitted securely over HTTPS encryption. Require staff to use strong passwords and log out when leaving devices unattended.

Do I need to update the scanner app? No. Because it's web-based, you always access the latest version when you open it. There are no manual updates required.

What if my customer doesn't have their card with them? You can search for customers by name, phone number, or email in the scanner app. Process their transaction even if they forgot to bring up their digital card.

Can I process transactions for customers who haven't installed their card yet? If the customer exists in your system, yes. However, they won't see the updates until they install their card. It's better to help them install first if possible.

Which is faster—mobile or desktop scanner? Desktop with a 2D barcode scanner is significantly faster for high-volume operations. Scanning takes 1-2 seconds vs. 5-10 seconds with mobile manual search. For busy periods, desktop scanning is more efficient.


Getting Help and Support

For technical issues:

  • Check this troubleshooting guide first

  • Contact Perkstar support through your dashboard

  • Include screenshots of any error messages

  • Specify which device, browser, and hardware you're using

For hardware questions:

  • Consult your 2D scanner's manual for configuration

  • Contact the scanner manufacturer for hardware support

  • Perkstar support can help with software integration issues

For permission questions (Scale plan):

  • Access permission settings in your dashboard under Managers/Team

  • Adjust staff permissions as needed

  • Refer to Scale plan documentation for detailed permission options

For training resources:

  • Review this article with new staff members

  • Create location-specific quick reference guides

  • Practice with test transactions before going live with customers


Setup Decision Guide

Choose Mobile Setup If:

  • You run a mobile business (food truck, market stall, mobile service)

  • You have multiple locations and need flexibility

  • Staff need to move around while serving customers

  • You want minimal upfront hardware costs

  • You have low to moderate transaction volume

Choose Desktop Setup If:

  • You have a fixed checkout counter or reception desk

  • You process high volumes of transactions

  • You want the fastest possible transaction processing

  • You prefer hands-free operation

  • You have space for a dedicated scanning station

  • Staff work primarily at one location

Choose Hybrid Setup If:

  • You have both fixed and mobile operations

  • You need backup systems during busy periods

  • Different locations have different needs

  • You want maximum flexibility


Quick setup options:

Mobile (5 minutes):

  1. Add to home screen

  2. Log in and start scanning

Desktop (15 minutes):

  1. Connect 2D scanner via USB

  2. Bookmark the page

  3. Log in and test scanning

Choose the setup that matches your business operations, train your team, and deliver seamless loyalty experiences to every customer!

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