Billder Client App Launch Sequence (Delivery)

Billder Client App Launch Sequence (Delivery)

1. 01

   Create a new client workspace in the Agency dashboard

   Navigate to the Agency dashboard and select 'Add Client'. Enter the client's business name and choose the app type (loyalty, e-commerce, POS, or bookings) to initialize the workspace.

2. 02

   Configure white-label branding in the App Appearance settings

   In the App Appearance section, upload the client's logo, set brand colors, and enter the custom domain. Verify that the branding matches the client's guidelines before proceeding.

3. 03

   Set up the loyalty program in the Loyalty & Rewards module

   Define point tiers, redemption rules, and rewards. Use the no-code builder to configure the program, ensuring it aligns with the client's retention goals (e.g., 30-45% repeat visit gains).

4. 04

   Enable push notifications in the Notifications settings

   Configure push notification campaigns for promotions and re-engagement. Set up triggers for specific actions like points earned or booking reminders.

5. 05

   Integrate POS or booking system via the Integrations tab

   If the client uses POS or booking, connect the relevant system using the provided API endpoints or built-in integrations. Test the connection to ensure data sync works.

6. 06

   Publish the app to App Store and Google Play

   Use the one-click publishing feature to submit the app to both stores. Verify that all required assets (icons, screenshots) are uploaded and that the app passes review.

7. 07

   Hand off to client with a walkthrough and performance baseline

   Schedule a walkthrough session to demonstrate the app's features. Provide the client dashboard access and set a baseline for analytics to track monthly performance.