Documentation
Web DashboardEnrollment Page

Enrollment Page

Customize the public page where your customers sign up for your loyalty program and add their card to Apple/Google Wallet.

The Enrollment Page is the public URL where your customers sign up for your loyalty program. When a customer scans your enrollment QR (or arrives via a shared link), they land on this page, fill out a short form and receive their digital card ready to save in Apple Wallet or Google Wallet.

Public URL

Your page lives at:

https://www.xtarly.com/c/your-org-slug/join

Replace your-org-slug with your organization's slug. You can find it in the dashboard settings.

Open the editor

Go to Enrollment Page from the dashboard sidebar. You'll see an editor with a live preview on the right that simulates how the page will look to the customer.

Text and copy

FieldDescription
Welcome titleAppears large above the form (e.g. "Join our club").
Welcome messageOne line explaining what the program is.
Terms textAppears below the form in small print. Optional.
Top badgeSmall label above the banner. Useful for tier differentiation (e.g. "Gold Program").

Visual design

FieldDescription
Page logoSquare logo, minimum 200×200. If left empty, we use the wallet logo or your business logo.
Background imageBanner behind the title. If left empty, we use the wallet hero image or just color.
Banner styleSolid (flat color), Gradient (color blend) or Image (uses banner as background).
Button colorPaints the form's primary button. Defaults to the wallet color.

Form fields

By default we ask for name, phone and email. You can enable additional fields or add custom ones from the Form fields section:

  • Mark as required or optional as needed.
  • Reorder by dragging.
  • Add custom fields (free text, date, dropdown) for questions specific to your business (e.g. "How did you hear about us?", "Birthday").

Page language

The page's language is decided by your business's country, not by the browser of whoever opens it: Mexico sees it in Spanish and the United States (and any other configured country) in English. It's the same field that decides your billing currency, so what you see in the editor is exactly what your customers will see.

Privacy notice

Above the submit button there's always a line naming your business as the data controller and linking to Xtarly's Terms and Privacy Notice. It shows whether or not you write anything: it's what the law requires at the point of capture. Your own terms text, if you write one, appears separately.

WhatsApp promotions opt-in

If your business has WhatsApp (included in your plan or contracted as an add-on), the enrollment page changes in three ways:

  • The phone field is labeled WhatsApp, with a note explaining to the customer what it's used for and how to unsubscribe (by replying BAJA).
  • The legal notice mentions that your business will message them on WhatsApp.
  • An optional, unchecked box for promotions appears ("I also want to receive promotions and news from your business on WhatsApp").

The box never blocks signup: a customer who leaves it unchecked is enrolled all the same and still gets alerts about their stamps, their rewards and the status of their card. They only miss the promotions.

If your business does not have WhatsApp, the field goes back to "Phone", the box disappears and the legal notice doesn't mention the channel — we don't promise your customer messages you can't send today.

Your customer can change their mind at any time from their My card portal, without spending one of your WhatsApp messages.

Customer flow

Customer scans your enrollment QR (printed on a table, counter, window) or opens your link.
Lands on the Enrollment Page and fills out the form.
Taps "Get my card".
Gets a success screen with the button for their system: Add to Apple Wallet on iPhone or Add to Google Wallet on Android (on desktop both show).
If your plan includes a mobile app (Shared, Branded or Premium), a Download the app option also appears.
The customer is enrolled instantly; they can earn on their next visit.

Automatic validations

The page includes protections already active without extra setup:

  • Per-device rate-limit — prevents automated mass enrollments.
  • Active organization validation — if your plan has lapsed, the page shows a friendly message but won't accept enrollments.
  • Existing customer detection — if a customer tries to enroll twice with the same email or phone, the page returns their original card without duplicating the record.

Test the page

Open your URL /c/your-slug/join in an incognito window or from your phone to see the customer experience. Any change you make in the editor reflects on save.

To distribute the page physically, use the Enrollment QR — download it as PNG or PDF and print at any size.