We’re thrilled to help you expand your brand! 🎉
When you’re preparing to open a new store location, we’ll need some key information in advance to ensure everything is set up correctly and ready for launch day.
Timeline
Please notify us at least two (2) weeks before your store’s opening date.
This ensures our implementation team has enough time to configure your new location, connect it to your POS, and complete testing before going live.
How to Submit Your Request
If you have a dedicated Customer Success Representative, email them directly with your new location details.
If you don’t have a dedicated representative, please reach out to support@incentivio.com.
Include the following information in your message:
Location Launch Date
Full Location Name
Address
POS Location ID (if applicable)
Location Point of Contact (on-site manager or launch contact)
Billing/Contract Contact
What Happens Next
Once we receive your request, your location add-on will be submitted to our Implementation Team for setup and configuration.
You’ll then receive an invite to our GuideCX platform, where you can track the progress of your new location setup. We use this tool to keep each other up to date on all of this project’s tasks and to maintain timelines. You can message us within this tool for any questions you may have. The best option is to create an account within the Guide CX platform so you can easily leave us notes. You will be able to see the status of the tasks that both your team and ours will need to complete.
For the best possible onboarding experience we recommend you setup an account to follow along.We HIGHLY recommend you watch this short 2 minute video to see how this tool works and how easy it is to use this platform for a wonderful onboarding experience. Please click to watch this short video.
Review & Go-Live
Before we can make your new store live, you’ll be asked to review and test ordering to confirm everything works as expected.
Please keep an eye on your GuideCX notifications so you don’t miss these final steps.
Need Help?
If you have questions about the process or want to confirm your setup timeline, reach out to your Customer Success Representative or contact support@incentivio.com.
We’re so excited to grow with you — thank you for choosing Incentivio as your digital partner!