Cliqr Setup Guide

Welcome to the Cliqr Platform! This guide will walk you through the step-by-step process to set up your venue, integrate WhatsApp, connect your social accounts, and launch your automated reward system.

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Step 1: Create Your Venue

The first step is to establish your venue's profile on the platform.

1. Navigate to **Setup → Venue Settings** in your dashboard.

2. Enter your Venue Name, Address, and customize your settings.

3. Save your venue details.

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Step 2: Set Up Rewards

Incentivize your guests to post content by offering them rewards.

1. Navigate to **Setup → Rewards**.

2. Create your reward tiers (e.g., "Free Drink", "10% Off").

3. Define the rules for each reward. When guests upload approved content, they will automatically receive these rewards.

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Step 3: Connect WhatsApp (Meta Developer Setup)

Cliqr uses WhatsApp to send OTPs (for phone verification) and deliver reward QR codes directly to your guests.

**Important:** You do **not** need to configure Webhooks or Verify token in Meta. After you paste your credentials in Cliqr, we automatically subscribe your WhatsApp Business Account and route inbound messages to our servers. Skip Meta's "Configure Webhooks" / production-setup webhook step.

3.1: Create Your Meta App (or use an existing one)

1. Go to [Meta for Developers](https://developers.facebook.com/) and log in.

2. Click **Create App** → Select **Business** as the app type (or open your existing app).

3. Enter an App Name (e.g., "Your Venue Name WhatsApp") and create the app.

4. On the "Add products to your app" screen, find **WhatsApp** and click **Set up**.

5. Go to **Settings → Basic** in the left sidebar. Note down your **App ID** and **App Secret**. You will need these later.

3.2: Register your phone number (skip Webhooks)

1. In Meta, go to **WhatsApp → API Setup** (or WhatsApp Manager).

2. Add / verify your business phone number and copy the **WABA ID** and **Phone Number ID**.

3. **Skip** the "Configure Webhooks" step entirely — Cliqr configures this automatically when you connect.

3.3: Phone Number Rules

When registering a phone number for the WhatsApp API, please note:

Proceed normally. Meta will send an SMS or Voice call with a 6-digit code to verify the number.

If the number is currently active on the standard **WhatsApp Messenger** or **WhatsApp Business App** on a physical phone, you **cannot immediately use it**. You must first open the app on the device, go to **Settings → Account → Delete My Account**, and completely delete it. Once deleted, it can be registered with the API.

3.4: System User token

1. Open [Business Settings → System users](https://business.facebook.com/settings/system-users).

2. Create or select a system user, assign your app + WhatsApp assets.

3. Generate a token with **business_management**, **whatsapp_business_messaging**, and **whatsapp_business_management**.

3.5: Connect in Cliqr Dashboard

1. Go to your Cliqr Dashboard → **Setup → WhatsApp**.

2. Click **Connect WhatsApp**.

3. Paste **Meta App ID**, **Meta App Secret**, **System User access token**, and (if needed) **WABA ID** + **Phone Number ID**.

4. Cliqr verifies credentials, auto-configures webhooks, and registers the number when possible.

5. Wait for Meta to approve templates (or Sync status if using a shared Cliqr number), then enable automations.

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Step 4: Connect Social Accounts

Cliqr needs access to your social media accounts to pull in mentions.

1. Navigate to **Setup → Social Accounts**.

2. Click **Connect Instagram/Facebook**.

3. Authenticate with Facebook Login and grant permissions for your professional Instagram account and linked Facebook Page.

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Step 5: Generate QR Code

1. Navigate to **Setup → QR Codes**.

2. Generate and download your unique, branded QR code.

3. Print and place this QR code on tables or menus. Guests scan it to upload content and automatically receive their rewards!