A regular walks in on a Thursday. You already know it is her fourth visit this month, that she is two stamps from the free one, and that she does not take dairy. None of that came from memory. It was on the screen the moment her card was scanned.
That is what a loyalty card is for. The stamps are the visible half. The half that changes how you run the place is the record underneath: who your regulars are, how often they come, and what you have learned about them across a year of Thursdays.
What Fideliya keeps on a customer
Every customer who joins arrives with a name and an email, because the signup form requires both. A phone number is optional and is blank where the customer left it blank. From the first scan onward the record fills in on its own.
| On the record | Where it comes from |
|---|---|
| Name and email | The customer, at signup. Both required |
| Phone | The customer, at signup. Optional |
| Joined | The day they added the card to their wallet |
| Last visit | The most recent scan |
| Visit history | Every scan, one row each, with the day it happened |
| Stamps or points | Progress toward the goal on your card |
| Rewards | Waiting to be taken, and already taken, counted separately |
| Notes | Whatever your staff have written about them |
| Gift cards | Cards they hold from you, with the balance left |
The two reward figures are kept apart on purpose. A reward earned and waiting is a different fact from a reward already handed over, and one number covering both would tell you neither.
The two questions worth asking
A list of every customer you have ever had is a phone book. What you want on a quiet afternoon is the short list. Fideliya has two.
The first is who is nearly there. A customer who has reached seventy per cent of your goal is close enough that one more visit finishes it, and they are the people for whom a small nudge is worth sending. The second is who has gone quiet. The dashboard names everyone who has not been in for eight days or more, and sorts the rest behind that list into bands: cooling at eight to fourteen days, at risk at fifteen to twenty-nine, drifting past thirty. Eight days is early enough that a habit is only wobbling. Thirty is the point at which your customer list calls somebody dormant too.
Both are filters on the same list, and both count the same people the dashboard counts, so the number on the screen and the number in the list can never disagree.
Notes, written by whoever was standing there
The person at the counter is the one who learns that a customer is allergic to sesame or always sits by the window. So writing a note is not an owner-only act in Fideliya: owners, managers and staff all hold the permission, and each note keeps the name of the person who wrote it even after they leave the team.
Notes are private and stay that way by construction. No wallet field reads them, no email includes them, no broadcast can reach them. The customer never sees a word.
Taking the whole thing with you
On the Pro and Enterprise plans, Fideliya exports your customer list as a CSV: name, email, phone, when they joined, when they were last in, what they hold, their progress against the goal, their rewards waiting and taken, and their gift card balances. The column headers stay in English in all four languages, so an export you have built a spreadsheet on top of does not break when someone changes their dashboard language.
A customer who holds a gift card and no loyalty card is in that file too. They became visible to you the moment they claimed the card.
Whose data this is
Fideliya’s terms say it plainly: you retain ownership of all data you input, and where your customers are concerned you are the data controller while Fideliya is your data processor. That is the arrangement small businesses rarely get from software that sits between them and their own regulars. It also carries a duty that is yours and not ours: asking your customers for their consent before you collect anything is your responsibility, and the privacy policy says so.
What we do not know
A paper punch card knows nothing about the person holding it. Neither do we, until the first scan. A customer who signs up and never comes back leaves a name, an email and an empty history, and no software can tell you why they did not return. What Fideliya gives you is everything that happens after they walk in the second time, kept without you having to write any of it down.
Fideliya is wallet-native loyalty program software for small businesses. Customers add a stamp or points card to Apple Wallet or Google Wallet in one tap, with no app to download and no account to create. Fideliya runs stamps, points, gift cards and referrals on one platform in English, French, Spanish and Arabic with full right-to-left support, and the free plan issues a real wallet pass for up to 20 customers. CSV export begins on Pro; the plans are on the pricing page.