Help Center

Merchant documentation

Everything you need to set up and run your Shopolo account โ€” gift cards, loyalty, ordering, appointments, campaigns, and more.

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Getting Started

Signup, onboarding steps, and connecting Stripe.

Signing Up

Go to getshopolo.com and click Get Started. Create an account with your email and a password, or use a magic link โ€” a one-click login emailed to you with no password required.

Onboarding โ€” Four Steps

01
Business Name
Enter your business name exactly as customers should see it (e.g., "Oakwood Coffee Co.").
02
Choose Your Slug
Your slug is the short, unique handle that becomes your storefront URL: getshopolo.com/oakwood-coffee. Share this with customers โ€” put it on receipts, your Instagram bio, a table tent, anywhere. You can't change it later without contacting support, so choose carefully. Use lowercase with hyphens.
03
Design
Pick your brand's primary colour and upload your logo. This colours your storefront header and buttons so it feels like your own branded page.
04
Connect Stripe
Shopolo uses Stripe to process all payments. Click Connect with Stripe and complete Stripe's Express onboarding (about 3 minutes). You'll need your legal business name and address, a bank account for payouts, and government-issued ID for identity verification. All customer payments go directly to your Stripe account.
Tip: You can skip Stripe during setup and come back later, but gift cards, online ordering, and paid appointments won't work until your Stripe account is connected and verified.
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Gift Cards

Create products, sell on your storefront, redeem at the counter.

Gift cards are often the fastest revenue boost for local businesses. Shopolo handles the entire flow โ€” selling, delivering, and redeeming โ€” so you don't need to touch anything manually.

Creating a Gift Card Product

Go to Gift Cards โ†’ Products โ†’ New Product and set fixed amounts (e.g., $25, $50, $100) or allow custom amounts within a range you define. You can have multiple products with different descriptions.

How Customers Buy

Customer visits your storefront โ€” Gift Cards tab is the default
Picks an amount, enters recipient name and email
Optionally adds a personal message or schedules delivery for a future date
Checks out via Stripe โ€” card, Apple Pay, Google Pay, Afterpay, or Link
Shopolo emails the gift card to the recipient automatically

Redeeming at the Counter

Go to Gift Cards โ†’ Redeem, enter the card code (or scan it), see the current balance, enter the redemption amount, and click Redeem. The balance updates instantly.

Ontario Compliance: Gift cards never expire on Shopolo. The platform enforces Ontario's Gift Card Act automatically โ€” you cannot set an expiry date even if you wanted to.
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Loyalty & Rewards

Stamp programs, birthday rewards, and counter stamping.

Digital stamp cards โ€” no paper punches, no app download. Customers track progress on their phone, staff stamp in one tap at the counter.

Creating a Stamp Program

Go to Loyalty โ†’ New Program. Set a program name (e.g., "Coffee Rewards"), the number of stamps needed for a reward (e.g., 10), and what the customer gets (e.g., "Free medium coffee"). You can also set an optional birthday reward. You can only have one active program at a time.

Giving Stamps

Stamps are given out at the counter by you or your staff โ€” they are not issued automatically at checkout. Go to Loyalty โ†’ Stamp, search for the customer, and click Give Stamp. The customer's digital card updates in real time. They can view their card at any time via their account portal.

Birthday Rewards

If you've set a birthday reward and a customer has their birthday on file, they'll be flagged in the loyalty dashboard on their birthday. You then apply the reward manually at the counter.

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Online Ordering

Menu setup, order queue kanban, QR codes for tables.

Accept pickup and dine-in orders directly from your storefront. No third-party delivery apps, no commission to anyone except the small Shopolo platform fee. Keep 100% of your margin.

Setting Up Your Menu

Go to Ordering โ†’ Menu. Create Categories (e.g., "Drinks", "Food", "Pastries") to organise your menu, then add Items inside each category with name, description, price, image, and availability toggle.

Add Modifier Groups for customisation โ€” for example "Milk Choice" (required, pick one: Whole, Oat, Almond, Soy), "Add-ons" (optional: Extra shot, Whipped cream), or "Size" (required, with price adjustments per option).

Order Queue (Kanban Board)

Go to Ordering โ†’ Orders. Orders move through five columns:

Pending
Just received
Confirmed
You accepted it
Preparing
Actively making it
Ready
Done, awaiting pickup
Completed
Handed to customer

QR Codes

In Ordering โ†’ Settings you'll find a Storefront QR code (links to your full storefront) and a Menu QR code (links to the read-only menu). Download and print these for table tents, window stickers, or receipts.

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Appointments

Services, staff availability, free vs paid bookings, cancellation window.

Let customers book appointments directly from your storefront. Works for hair salons, spas, tutors, photographers, dog groomers โ€” any service business with scheduled appointments.

Adding Services

Go to Appointments โ†’ Services โ†’ New Service. For each service set a name, duration (minutes), price ($0 = free/pay in person), buffer time (break after each appointment before the next slot opens), and an optional description.

Managing Staff and Availability

Go to Appointments โ†’ Staff. Add each bookable staff member and set their weekly availability โ€” which days they work and their start/end times. The booking system calculates open slots based on working hours, existing bookings, service duration, and buffer time.

Paid vs. Free Bookings

Free bookings (price = $0 or payment not required): Booking is created and confirmed the moment the customer submits the form.
Paid bookings (price > $0 and payment required): Customer is redirected to Stripe Checkout. Once payment completes, the booking is created and a confirmation email is sent automatically.

Booking Settings

In Appointments โ†’ Settings: toggle the Book tab on/off, require payment at booking, and set the minimum cancellation window (hours before the appointment that a customer can cancel).

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Email Campaigns

Compose emails, personalise with {{name}}, CASL compliant.

Send newsletters and promotions directly to your opted-in customers from your dashboard. No third-party email tool needed.

Creating a Campaign

Go to Campaigns โ†’ New Campaign. Set a subject line, write your email body, and choose your recipient group (all opted-in customers, gift card holders, loyalty members, etc.).

Personalisation

{{name}} โ†’ Customer's full name
{{first_name}} โ†’ Customer's first name only

Example: "Hi {{first_name}}, we miss you! Come in this week for 10% off." โ†’ "Hi Sarah, we miss you! Come in this week for 10% off."

CASL Compliant: Shopolo only sends campaigns to customers who have explicitly opted into marketing. Customers are never auto-opted in. Every campaign email includes an unsubscribe link that immediately opts them out.
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Customers

Auto-built profiles, visit count, spend tracking, marketing opt-in.

Shopolo builds your customer database automatically from every transaction โ€” you don't enter anyone manually.

How Profiles Are Created

A profile is created or updated every time someone buys a gift card, redeems a gift card, places an order, or makes a booking. Shopolo matches by email address โ€” if the same email appears again, the existing profile is updated.

Name + email (from first transaction)
Visit count (total number of transactions)
Total spend (sum of all purchases)
Gift cards purchased or received
Loyalty stamp card and progress
All online orders and bookings
Birthday (if provided)
Marketing opt-in status
Tip: The customer detail page is the fastest way to look up a gift card balance at the counter if someone forgets their card code. Find them by name or email, open their profile, and see all their cards.
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Customer Portal

Customers view their cards, orders, and bookings at /{slug}/account.

Every customer has a personal account at getshopolo.com/[slug]/account. This is fully branded โ€” it looks like your storefront, not a Shopolo page.

What Customers Can See

Gift Cards
All cards purchased or received, with current balance
Loyalty
Their stamp card and reward progress
Bookings
All upcoming and past appointments, with cancel option
Orders
All past online orders and their status

How Customers Log In

Customers log in with a magic link (enter email, get a one-click login link โ€” no password needed) or email + password if they created a password during signup.

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Reports

Revenue charts, breakage, loyalty completions, booking stats.

Go to Reports for a breakdown of your business performance. All reports are scoped to your business only.

Gift Cards
โ€”Total revenue from card sales
โ€”Cards redeemed (at least partially)
โ€”Outstanding balance (your liability)
โ€”Breakage (fully unused cards)
โ€”Day-by-day revenue chart (30 days)
Loyalty
โ€”Total stamps issued
โ€”Total completed rewards
โ€”Active loyalty card count
โ€”Program completion rate
Ordering
โ€”Total orders and revenue
โ€”Average order value
โ€”Status breakdown (all stages)
โ€”Day-by-day revenue chart (30 days)
Bookings
โ€”Total bookings
โ€”Most popular service
โ€”Status breakdown (confirmed / completed / no-show / cancelled)
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Settings

Design, team invites, Stripe billing portal, custom domain.

Design

Update your storefront's appearance at any time. Change your primary colour (used for buttons, accents, and the storefront header) and upload a new logo. Changes apply to your storefront immediately.

Team Management

Invite staff members in Settings โ†’ Team โ†’ Invite Staff. They receive an invitation email and set their own password.

OwnerEverything
ManagerEverything except billing
StaffGift Cards, Loyalty, Ordering, Appointments โ€” not Reports or Settings

Billing

Go to Settings โ†’ Billing to manage your Shopolo subscription via Stripe's secure billing portal โ€” upgrade, downgrade, update payment method, or view past invoices. Your card details are never stored on Shopolo.

Custom Domain

Go to Settings โ†’ General to set a custom domain. Add a CNAME DNS record pointing to getshopolo.com and customers will see your domain instead.

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Plans & Pricing

Starter $19/2.5%, Growth $39/1.5%, Pro $99/0.9% โ€” fee from merchant settlement.

Shopolo charges a monthly subscription plus a small platform fee on transactions. The higher your plan, the lower the fee โ€” plans pay for themselves quickly at volume.

Starter
$19
/mo
+ 2.5% per transaction
Good for businesses just getting started with low transaction volume.
Growth
$39
/mo
+ 1.5% per transaction
Most popular โ€” active businesses with regular ordering or bookings.
Pro
$99
/mo
+ 0.9% per transaction
Best value for high-volume businesses where the lower fee offsets the higher monthly cost.
How the Fee Works

The platform fee is always deducted from your Stripe payout โ€” customers never see it and are never charged extra. They pay exactly the price shown. Example on Growth (1.5%): Customer pays $100.00 โ†’ Shopolo fee $1.50 โ†’ You receive $98.50. Stripe's 2.9% + 30ยข processing fee also applies separately.

Tip: If you sell $5,000/month through Shopolo, upgrading from Starter to Growth saves you $50/month in fees while only costing $20 more โ€” a net $30 gain per month.
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Your Storefront

What customers see at getshopolo.com/[slug], tabs, mobile-friendly.

Your storefront is the customer-facing page at getshopolo.com/[slug]. This is the only URL your customers ever need.

What Customers See

Your business name, logo, and brand colour in the header. Below that, tabs showing the active modules for your business.

Gift CardsAlways shown โ€” the default tab
OrderShown when Online Ordering is enabled
BookShown when Appointments is enabled
MenuShown when QR Menu is enabled

Sharing Your Storefront

Instagram bio link
Google Business profile
Printed on receipts
Table tents and QR codes (download from Ordering โ†’ Settings)
Your website (as a link or embed)
FAQ

Common questions

Everything you need to know about running your business on Shopolo.