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✅ Best Practices for Using Scanners

To ensure fast and error-free use of your loyalty program scanner, we recommend following these guidelines

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Written by Seba de Welcome Back
Updated over 3 weeks ago

🧩 Flexible Setup Based on Service Type

Our scanning system is designed to be flexible and works on any device with a camera — computer, tablet, or smartphone. We suggest adapting the device based on how your business serves customers:

👤 Counter Service (front desk or cashier)

  • We recommend using a fixed tablet or iPad.

  • You can also use a computer with a webcam or a plug & play USB QR scanner.

  • The experience is smoother when the device is mounted and easy to access.

🍽️ Table Service or Delivery

  • Ideal setup is a mobile phone used by waiters or delivery staff.

  • We recommend saving the scanner web-app to the home screen for faster access, just like a native app.

📲 Save the Web-App as an App on iPhone/iPad

To access the scanner more easily on iOS, you can add the web-app to your home screen:

Steps (from Safari or Chrome on iOS):

  1. Open the scanner link in Safari or Chrome.

  2. Tap the Share icon (square with an arrow).

  3. Select "Add to Home Screen".

  4. Choose a name (e.g., "Welcome Back") and tap "Add".

📲 Save as app on Android

Instructions (from Chrome on Android):

  1. Open the scanner link in Chrome.

  2. Tap the three-dot menu (⋮) in the upper right corner.

  3. Select "Add to Home Screen" or "Install app".

  4. Confirm the name and tap "Add".

The icon will appear on your home screen like any other app.

💻 Save as app on Windows

Instructions (from Chrome or Edge on Windows):

  1. Open the scanner link in Chrome or Microsoft Edge.

  2. In Chrome: Tap the three-dot menu (⋮) > "Save and share" > "Create shortcut" or "Install [site name]".

  3. In Edge: Tap the three-dot menu (⋯) > "Apps" > "Install this site as an app".

  4. Check the "Open as window" option if available, for a cleaner experience.

The shortcut will appear on your desktop and/or start menu.

👥 Scanner Setup Best Practices

We recommend creating one scanner per location/branch to keep things organized and make it easier to track usage.

Naming guidelines:

  • Use the format: store_location, all lowercase with no spaces.

Examples:

  • store_downtown

  • store_lima

Password tips:

  • Use simple, memorable passwords with at least 6 alphanumeric characters.

  • Examples: store123 or limalocal123

🎥 Camera Permissions Must Be Enabled

The scanner needs access to the device’s camera to work properly. If you see an error when opening the scanner, the browser may not have camera permissions.

How to enable camera access:

On Chrome (iOS or Android):

  1. Tap the lock icon in the address bar.

  2. Go to "Site settings."

  3. Make sure "Camera" is set to Allowed.

On Safari (iPhone/iPad):

  1. Go to Settings > Safari > Camera.

  2. Select "Ask" or "Allow."

  3. If the camera prompt doesn’t show, try opening the link in Incognito Mode or clear your browser cache.

On Chrome (Android):

  1. Tap the lock icon in the address bar.

  2. Tap "Permissions".

  3. Make sure "Camera" is set to "Allow".

On Chrome (Windows):

  1. Tap the lock icon in the address bar.

  2. Next to "Camera", select "Allow".

On Microsoft Edge (Windows):

  1. Tap the lock icon in the address bar.

  2. Under "Permissions for this site", enable "Camera".

You can also clear previous permissions and try again. If the camera prompt doesn't appear, open the link in incognito mode or clear the browser cache.

🧠 Efficient Scanner Use

  • Clean the Camera: A clean lens avoids scanning errors.

  • Power Supply: Keep the device charged or plugged in at all times.

  • Staff Training: Make sure your staff knows how to:

    • Log in

    • Scan passes

    • Troubleshoot common issues

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