Getting Started: Setting Up Your Carthy Account

Create your account, configure your business profile, and explore the dashboard. This guide walks you through every step of the initial setup.

Creating Your Account

Getting started with Carthy takes just a few minutes. Head to carthy.com/register and you will see the registration form.

You will need to provide:

Your email address -- this will be your login and where you receive notifications
A secure password -- at least 8 characters, mix of letters and numbers recommended. See NCSC password guidance for tips

Click "Create Account" and you are on your way. The process takes less than a minute.

Carthy registration form showing email, password, and terms fields — The Carthy registration form -- simple and quick to complete.

Tip

Use your main business email. This is the address your customers will see in welcome emails, and where you will get important notifications about your loyalty program.

Verifying Your Email

After registering, you will receive a verification email. Click the link in the email to confirm your account. This step ensures the security of your account.

If you do not see the email:

Check your spam or junk folder
Make sure you entered the correct email address
Wait a few minutes -- emails can sometimes be delayed
Try the "Resend verification" link on the login page

Important

You must verify your email before you can complete your business profile and start using the dashboard.

Setting Up Your Business Profile

Once your email is verified, you will be asked to complete your business profile. This information appears on your customers' loyalty cards, so make sure it is accurate.

You will fill in:

Field	What to enter	Why it matters
Business Name	Your public-facing business name	Shown to customers on loyalty cards and emails
Legal Entity Name	Registered company name	For compliance and your records
Business Address	Your physical location	Helps customers find you -- keep this consistent with your Google Business Profile
City & Postal Code	Where you operate	Regional settings and localisation
Country	Your country of operation	Currency and regulatory compliance

Tip

Use the name your customers know you by. If your legal name is "ABC Holdings Ltd" but everyone knows you as "Joe's Coffee", use "Joe's Coffee" as the business name.

Exploring the Dashboard

After completing your profile, you land on the Carthy Dashboard. This is your command centre. Here is what you will find:

Carthy admin dashboard showing stats, recent customers, and quick actions — The Carthy dashboard gives you a complete overview of your loyalty program at a glance.

Dashboard -- A quick overview of your customers, visits, and active promotions
Customers -- A searchable list of everyone who has joined your loyalty program
Services -- Define the services or products your business offers
Promotions -- Create and manage loyalty rewards
QR Code -- Your unique business QR code for customer registration
Payments -- Manage your subscription plan and see usage
Settings -- Update your business profile and account details

Take a few minutes to explore. Everything is designed to be intuitive, but if you ever need help, these guides have you covered.

Adding Your Services

Before you create promotions, you need to define the services your business offers. Services are what your customers come in for -- haircuts, coffee, car washes, massages, etc.

To add a service:

Go to Services in the sidebar
Click "Add Service"
Enter the service name (e.g., "Espresso", "Men's Haircut")
Toggle it to Active so it can be used in promotions and visits

Adding a new service is quick -- choose an icon, name it, and you are done.

You can add as many services as your plan allows. On the Free plan, you can have up to 2 services.

Tip

Keep service names short and clear. Your staff will need to select these quickly when recording visits.

Creating Your First Promotion

Promotions are the heart of Carthy. A promotion rewards customers after they have completed a set number of visits for a specific service.

To create a promotion:

Go to Promotions in the sidebar
Click "New Promotion"
Choose which service the promotion applies to
Set the number of visits required (e.g., 10 visits)
Write the reward description (e.g., "Free coffee on your next visit")
Set the start date and optionally an end date
Click "Create Promotion"

Create promotion form with name, service, visits required, and a live preview card — The promotion builder shows a live preview so you can see exactly what you are creating.

Once a promotion is active, every time a customer reaches the required number of visits for that service, your staff will be alerted so they can offer the reward.

Important

Make sure you have at least one active service before creating a promotion. Promotions are always linked to a specific service.

What's Next

Your account is set up, your services are defined, and your first promotion is live. The next step is to get your QR code printed and displayed so customers can start joining your loyalty program.

Continue to the next guide to learn all about setting up your in-store QR code and the customer registration experience.

Next Guide

Setting Up In-Store Registration: Your Business QR Code

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