Belan Onboarding Playbook

The owner can’t finish sign-up until their restaurant exists in our system with a setup code. Ask engineering for these three things and write them down before you get on the call:

1. Owner enters the email they want to log in with, and a password of 8+ characters (twice).
2. Click Create Account & Continue. The account is ready immediately; there is no confirmation email to wait for.

1. The list shows restaurants that are ready to be claimed. Owner taps theirs.
2. Owner types the setup code you give them. It’s one-time: once used, nobody else can claim that restaurant.
3. Link Restaurant. The next screen confirms “Restaurant linked”.

After linking, the owner sees two choices: go straight to the dashboard, or set up a business RCS number. RCS shows the restaurant’s verified name and logo inside the customer’s messaging app instead of a bare phone number. Carriers require a registration, which is the $500/year fee.

If they choose it, the wizard collects five short screens. Have them ready:

1. The screen says Gamified Marketing — $200/month. Cancel anytime. and shows a secure card form.
2. Owner enters card details. If you gave them a promo code, there is a field for it inside the card form.
3. On success the “You’re all set!” screen appears with a Go to Dashboard button.

The moon icon switches to dark mode if they prefer it. It only affects their dashboard.

This is what makes coupons real: once Clover is connected, tapping “redeem” on a coupon creates a discount at the register, and every order that used a coupon shows up under Revenue and in the customer’s timeline. Without it, coupon pages still work but the discount has to be typed in by hand and nothing is tracked.

Where the owner finds these in Clover (have them share their screen):

1. Log in at clover.com and open the web dashboard.
2. Merchant ID: Account & Setup → the 13-character ID at the top (it is also in the browser address bar after /m/).
3. API token: Account & Setup → API Tokens → Create new token. Name it “Belan”. Tick permissions: Customers (read), Orders (read), Inventory (read and write), Merchant (read). Inventory write is what lets Belan create the coupon discounts.
4. Copy the token, paste it in Belan, click Connect. Belan checks with Clover and shows “Connected to <their business name>” with three ticks: orders, customers, discounts.

Branding here is only what their customers see: the thumbnail under a coupon link in Messages, the coupon page, the QR sign-up page, the referral page. The Belan dashboard itself doesn’t change.

1. Ask for a logo (PNG with a transparent background is best) and one great food photo. If they only have files, send them to engineering to host and get back URLs; if their website already has them, right-click the image on their site → Copy image address.
2. Paste the URLs, pick the brand colour with the colour box (or type the hex from their website), watch the preview card update, Save changes.
3. Leave “Link preview image” empty. Belan generates the thumbnail from the logo, colour and photo automatically.

This is how the list grows the safe way: a customer scans a QR code, fills in name and number, ticks a consent box, and gets a welcome coupon by text. Belan records the consent.

1. Tick the toggle, type a link name (letters, numbers, hyphens), set the welcome discount and how long it lasts, Save.
2. Copy the link (it appears under the form as belan.tech/join/<name>). Make a QR code from it with any free QR generator and send the owner a printable card, or ask engineering for one.
3. Suggest three spots: the counter, every table, the receipt.

The file: one column of phone numbers is all that’s required. Names are optional. Any US number format works; a header row is optional; extra columns are ignored.

1. Drop the file. Belan shows how many numbers it read, how many are new, how many were already on the list, and any rows it couldn’t read (with row numbers, so the owner can fix them in Excel).
2. Owner ticks “I confirm every contact in this file has already agreed…”.
3. Click Add N contacts to my list. No text is sent. They are immediately available to campaigns.

Step 1 · Roster

Step 2 · Schedule

Step 3 · Prizes

Further down the same screen: the consolation discount (default 10%) and how long coupons last (default: until 11 PM the next day). Shorter windows bring people in sooner.

Step 4 · Games, and the test

1. Owner types their own mobile number and clicks Send test. Leave “Create a real coupon in your POS” unticked for the test unless they want to see the discount appear in Clover (it self-deletes after 3 minutes).
2. They reply to the text with the answer the screen tells them. They get the winner text with a coupon link.
3. They tap the link. This is the moment: the branded thumbnail, the coupon page, the redeem button. Let them play with it.

Step 5 · Review and launch

• Campaigns: the campaign appears under “Running now”. Click it for sent / played / won counts per game, and Pause or Resume.
• Customers: type any part of a phone number or name to see that person’s full story: every text and reply, games, coupons opened / redeemed / used, and their POS orders. Use it when an owner asks “did so-and-so ever come in?”
• Revenue: every order that used a coupon, pulled from Clover, with the discount given and the revenue it brought.

Anything else: engineering, with the restaurant name, the owner’s email, and a screenshot.