> ## Documentation Index > Fetch the complete documentation index at: https://docs.getkardy.com/llms.txt > Use this file to discover all available pages before exploring further. # Scan, stamp, and redeem > Review each scan, slide to approve a stamp or reward, and wait for the confirmed result. export const MerchantFlow = ({type}) => { const merchantFlows = { "mcp-read": { title: "From your question to a read-only answer", lanes: ["Business Owner", "Your agent", "Kardy"], scenarios: [{ label: "Read merchant data", note: "Available on dev; production rollout is separate. Customer records and changes to your business are outside these tools.", steps: [[0, "Ask about your rewards", "Ask your connected agent which active rewards your business offers and where they can be claimed."], [1, "Request an approved tool", "The agent requests programme, rewards or outlet data using its connection credentials."], [2, "Check access and limits", "Kardy checks the connection, approved permissions, subscription and workspace allowance before returning data."], [2, "Return permitted data", "Only the connected workspace's permitted read-only data is returned. Each results page counts as a tool call."], [1, "Summarise the result", "Your agent uses the returned data to answer. It cannot change rewards, issue stamps or manage your team."]] }] }, "mcp-connect": { title: "From adding Kardy to approving your agent", lanes: ["Business Owner", "Your agent", "Kardy"], scenarios: [{ label: "Approve with OAuth", note: "Only the Owner can approve access. Cancel grants no access; revoking a connection stops new requests but cannot recall data already shared.", steps: [[0, "Copy your MCP endpoint", "Open Settings → Agent connections in the merchant portal and copy the MCP endpoint."], [1, "Open Kardy sign-in", "Add the endpoint in a compatible OAuth client. The agent opens Kardy in your browser."], [0, "Review and approve access", "Sign in, check the client name and return address, choose your merchant and approve only the read permissions you want to share."], [2, "Return an authorisation code", "After approval, Kardy redirects to the registered client with a short-lived authorisation code."], [1, "Exchange the code securely", "The client exchanges the code using PKCE and receives credentials for the approved connection. No manual API key needs to be copied."], [0, "Try a read-only question", "Return to your agent and ask it to list active rewards. Manage or revoke the connection in Agent connections."]] }] }, billing: { title: "What changes for your subscription and customers", lanes: ["Business Owner", "Subscription", "Customers"], scenarios: [{ label: "First payment", note: "Returning from checkout alone does not activate your business. Finish payment before using paid tools.", steps: [[0, "Choose your business and plan", "Review the monthly price and any eligible first-month offer. Each business has its own subscription."], [0, "Complete payment", "Finish checkout in Kardy Payments. If payment is unfinished, your paid access has not started."], [1, "Paid access starts", "Once payment is confirmed, your business can use its paid merchant tools and included outlet capacity."], [2, "Join, collect stamps and claim", "Customers can join your active programme. Your team records qualifying visits and confirms eligible reward claims."]] }, { label: "Failed renewal", note: "Saving a new card alone does not settle an outstanding payment. Managers and Staff should ask the Owner to resolve billing.", steps: [[1, "Renewal payment fails", "Unresolved payment can pause this business's paid merchant access, including access for employees."], [2, "Programme paused", "While service is paused, stamps and reward claims are unavailable. Existing memberships and saved progress remain."], [0, "Resolve the outstanding payment", "Open billing, update the payment method if needed and complete the outstanding payment. Do not buy a second subscription."], [1, "Paid access resumes", "Access resumes after successful payment is confirmed. Choose Check payment status; contact support if access is still paused after payment."], [2, "Continue with saved progress", "Customers can use the active programme again without losing their existing memberships or recorded progress."]] }, { label: "Cancel renewal", note: "Canceling renewal does not automatically refund a payment or delete membership history.", steps: [[0, "Cancel and check the end date", "Cancel renewal in billing and keep the displayed access end date. Select the correct business first."], [1, "Active until the paid period ends", "Your subscription will not renew, but paid merchant access continues through the period already paid for."], [2, "Keep using the programme", "Customers can continue using the programme normally while the paid period remains active."], [1, "Paid access ends", "If cancellation is not reversed, paid merchant tools become unavailable when the subscription ends."], [2, "Store inactive; progress kept", "The card shows Store inactive. New joins, stamps and claims stop, but existing memberships and saved progress remain."]] }, { label: "Undo cancellation", note: "Undo a scheduled cancellation before the subscription ends. If it has already ended, use Restart Growth monthly instead; the introductory offer does not repeat.", steps: [[0, "Open billing before the end date", "As the Owner, select the business with a scheduled cancellation and review its remaining paid period."], [0, "Reverse the scheduled cancellation", "Use the subscription management options in Kardy Payments to keep the subscription renewing."], [1, "Renewal continues", "Confirm that cancellation is no longer scheduled and review the next billing date and amount. Future renewals still require successful payment."], [2, "No interruption to the programme", "Reversing cancellation before access ends keeps the programme available. Customers retain their memberships and progress."]] }] }, outlets: { title: "More outlets, one business subscription", lanes: ["Business Owner", "Kardy Payments", "Kardy"], scenarios: [{ label: "Add capacity", note: "Where outlet-quantity billing is enabled. Creating a location does not buy paid capacity.", steps: [[0, "Select the business", "Outlets belong to one business and use that business's subscription."], [0, "Increase paid outlet quantity", "In Settings → Billing, review the new monthly total and any prorated charge."], [1, "Confirm the extra payment", "Extra capacity waits for payment confirmation; a failed payment does not unlock it."], [2, "Update outlet allowance", "Kardy applies the payment-confirmed quantity to this business."], [0, "Add or activate the outlet", "Save the store details in Locations within your paid allowance. Additional outlets do not receive another introductory offer."]] }, { label: "Reduce capacity", note: "Pausing or deleting a location alone does not reduce your bill.", steps: [[0, "Pause unwanted locations", "Keep the active outlet count within the lower quantity you intend to buy."], [0, "Schedule a lower quantity", "Use Settings → Billing. The smaller quantity takes effect at the next renewal."], [1, "Renew at the new quantity", "The current period is not automatically refunded."], [2, "Apply confirmed capacity", "Kardy updates the allowance after the billing change is confirmed."]] }] }, counter: { title: "A scan checks. Confirmation records.", lanes: ["Customer", "Employee", "Kardy"], scenarios: [{ label: "Earn a stamp", note: "Slide approval is a development flow; production rollout is separate. Never add a duplicate because a wallet refresh is delayed.", steps: [[0, "Show membership QR", "Use the membership QR from the customer's Kardy wallet."], [1, "Scan at the right outlet", "Choose the active outlet, then check the returned membership and qualifying purchase."], [2, "Check membership and access", "Scanning identifies the membership. It does not award a stamp."], [1, "Slide to add stamp", "Complete the approval control. An early release does not submit the operation."], [2, "Save the stamp once", "Wait for the confirmed result. Recorded activity is the source of truth."], [0, "Refresh wallet if needed", "The displayed balance can lag behind the recorded stamp. Refresh while online rather than requesting a second stamp."]] }, { label: "Redeem a reward", note: "Timed reward QRs and slide approval are implemented in development; check availability before using this flow in production.", steps: [[0, "Prepare reward QR", "Open the earned reward and prepare its temporary QR. This does not spend stamps."], [1, "Scan and review", "Choose the active outlet and check the reward details. A membership QR cannot authorise a reward claim."], [2, "Check eligibility", "Kardy checks the code, reward, membership, outlet and programme access. A rejected check must be resolved before continuing."], [1, "Slide to redeem reward", "Confirm the claim once. Do not hand over the reward until success is shown."], [2, "Record the redemption", "The successful claim is recorded once. Stamp rewards deduct their cost; excess stamps carry forward."], [1, "Hand over the reward", "If the result is uncertain, check the original transaction before trying again."]] }] }, notifications: { title: "From a new member to your device", lanes: ["Owner or Manager", "Kardy", "Device"], scenarios: [{ label: "Receive an alert", note: "Push is enabled. Delivery starts at 50 ready notifications or a fixed 15-minute recovery check, then continues while ready work remains. Device settings and connectivity can delay delivery.", steps: [[0, "Choose alerts for this business", "Open Settings → This device. Preferences are separate for every business and device."], [2, "Allow notifications", "Permission follows Enable notifications. On iPhone or iPad, open the installed Home Screen app first."], [1, "A new member joins", "Kardy records the membership and queues device alerts within the business’s monthly allowance. At the cap, the membership still succeeds but no new alert is queued."], [1, "Recheck access and preferences", "Removed access, disabled preferences or an inactive subscription stops new deliveries."], [2, "Display the notification", "The alert contains no customer names or contact details. Focus settings may suppress its display."], [0, "Open the correct business", "Tapping the alert checks access before selecting the business. The Members page shows the actual record."]] }] } }; const flow = merchantFlows[type]; const [scenarioIndex, setScenarioIndex] = useState(0); if (!flow) return null; const scenario = flow.scenarios[scenarioIndex] || flow.scenarios[0]; return
{flow.title}.
{flow.scenarios.length > 1 &&
{flow.scenarios.map((item, index) => )}
}
    {scenario.steps.map(([lane, title, detail], index) =>
  1. {title}

    {flow.lanes[lane]} · {detail}

    2. )}
{scenario.note}
; }; Slide approval and timed reward QRs are implemented in development. Production rollout must include both apps. If your screen differs, check [feature availability](/availability) before using this walkthrough. ## Choose the right QR | Customer wants to… | QR to show | Staff approval | | -------------------------- | --------------------------------- | -------------------------- | | Collect a qualifying stamp | Membership QR from their wallet | **Slide to add stamp** | | Claim an earned reward | Temporary QR from the reward page | **Slide to redeem reward** | A membership QR cannot authorise a reward claim. Scanning either code only checks the details; it does not award a stamp or redeem anything. ## Follow the counter flow ## Add a stamp Open **Scan** in the correct merchant workspace and select the active outlet serving the customer. Ask the customer to show their membership QR. Choose **Start camera** and allow access, or enter the supported code and choose **Check membership**. Keep the whole QR inside the camera corners. Check the returned member, reward and outlet. Confirm the purchase qualifies. Checking a balance alone is not a reason to add a stamp. Use the approval bar near the bottom of the screen. Drag the handle from left to right through all four checkpoints and release at the end. The control locks while the request is processing. Check the confirmed result before selecting **Scan next member**. ## Redeem a reward The customer opens their earned reward and uses **Slide to prepare reward QR**. Preparing the QR does not spend stamps. See the [customer walkthrough](/customer-journey/rewards). Scan the temporary reward QR at the selected outlet. Confirm the customer, reward and outlet eligibility. The code must still be valid. Move the approval handle all the way across. Do not add a stamp just to access redemption, and do not use a membership QR as approval. Hand over the reward only after Kardy confirms it. The customer's reward screen updates with a receipt, and the wallet refreshes its progress. The stamp cost is deducted once; extra stamps carry forward. ## How the approval slider works * Drag from left to right through **four checkpoints**, then release at the end. * Release early to return to the start without submitting. * Checkpoint sounds are movement feedback, **not** proof of success. * While processing, wait: do not repeat the operation or change scanner inputs. * For keyboard access, focus the handle, press **Right arrow four times**, then **Enter**. **Confirm without sliding** is available if dragging is difficult. * Sound effects are optional. Use the sound control on **Scan** or the merchant sound setting. Muting does not change approval or the visible result. * Reduced-motion preferences are respected; the same confirmation is still required. ## QR timer and reward expiry A reward QR lasts **up to 10 minutes**, or until the reward's own deadline if earlier. The customer sees the countdown. Expired codes cannot be approved. Ask for a new code only if the underlying reward is still valid. A replacement invalidates the previous QR and does not extend the reward deadline. An already-redeemed result is not a second claim. Do not hand over another reward. Read [reward expiry settings](/features/rewards#set-a-reward-claim-deadline) for the separate one-week and one-month policies. ## When something goes wrong * **Camera unavailable:** check permissions, lighting and screen brightness. Use supported manual entry if offered. * **Code not recognised:** ask for a current Kardy code. Join-page QR codes, ordinary website links and malformed codes are not scan approvals. * **Wrong member or outlet:** stop and check the correct code and outlet again. * **QR expired or replaced:** ask the customer to prepare a fresh reward QR. If the reward itself expired, involve the Manager. * **Request interrupted:** keep the current result open and check current activity before trying again. A network error does not prove failure. If the same approval can be retried, retry it rather than starting a new claim. * **Reward unavailable at this outlet:** ask the Manager to check permitted active outlets. Do not bypass the restriction. * **Access or subscription error:** ask the Owner to check access and activation. * **Unexpected recorded operation:** retain the outlet and time for [Support](/help). Do not delete audit history or promise an undo. Never share customer QR screenshots, passwords or verification codes.