Everything PerkValet does — the operational layer.
The loyalty mechanics, branded experience, and customer mobile app live on their own pages — they each deserve more room than a feature list. This page covers the rest: the intelligence, integration, and operations that power it all.
The customer-facing layer (covered on their own pages)
AI & Intelligence
Growth Advisor. Weekly AI-written briefing on your shop: who's coming back, who's slipping, which programs are working, what to try next. Tuned to your vertical, your data, your local context.
Template recommendations. PerkValet recommends promotion templates based on your vertical, your transaction history, the weather forecast, local holidays, and the school calendar.
Email personalization. Triggered emails reference the customer's name, favorite product, visit frequency, and reward progress. Written in your voice, not a generic platform voice.
Built-in support chatbot. When you need help, an AI assistant answers most questions in seconds with full context on your shop. When it can't, the question escalates to a real person automatically.
POS Integration
Works with Clover and Square today. Toast support coming soon. Connect with a one-click OAuth flow — no API keys, no copy-paste.
Real-time payment webhooks. Every transaction flows through your POS to PerkValet in real time. Stamps fire automatically. Rewards stage automatically.
Reward delivery matched to your POS. On Square, rewards arrive as a gift card; on Clover, they appear as a discount template. Either way, your team doesn't have to learn anything new at checkout.
Product catalog sync. Your menu in PerkValet matches your menu in your POS — automatically, every night.
POS-agnostic by design. The same PerkValet works across Clover, Square, and (soon) Toast. If you ever switch your POS, your loyalty program comes with you.
Running Your Business
Multi-location store management. Manage every location from one account. Programs can be shop-specific or merchant-wide.
Role-based team management. Invite your team with the right level of access — Owner, Manager, POS-only — and PerkValet enforces the boundaries.
Dashboard. Visits, unique customers, repeat rate, redemption rate, trends vs. prior period. All in one screen, all the way down to per-store.
Per-promotion funnel analytics. See exactly where customers drop off in each program — enrollment, stamp accumulation, milestone, redemption.
Win-back automation. When a regular hasn't been in for 30 days, PerkValet sends a personalized message — in your voice, with their favorite product mentioned by name.