Main Menu: Settings

Under Settings, you can manage your personal user information, company details, marketing preferences, administrator access, contracts, and your Loyalista subscription.

Profile

In the Profile section, you can manage your user and company information as well as additional settings for your Loyalista user account.

User Information

Under User Information, you can manage your personal details such as first name, last name, email address, and phone number. Your email address also serves as the login for your Loyalista user account.

You can also change your password and define your default language. Depending on the selected default language, Loyalista will automatically be displayed in the corresponding language after login. Notifications will also be sent in this language.

Company Information

Under Company Information, you can add and update information about your company, such as the company name, business address, logo, and website.

Marketing Consent

Under Marketing Consent, you can choose whether you want to receive in-app marketing notifications and/or marketing emails from Loyalista. You can change or withdraw your consent at any time.

Consent to receive marketing emails is provided using a double opt-in process (DOI). To document your consent, the corresponding information is stored and displayed in your profile. This includes, among other things:

• the email address used,
• the date and time of the original consent,
• the IP address used when consent was given,
• the version of the consent text,
• the date and time of the double opt-in confirmation, and
• the IP address used for the double opt-in confirmation.

Administrator Access

Using Administrator Access, you can temporarily grant Loyalista administrators access to your user interface. This may be required, for example, if our support team needs to analyze an issue or assist you with the configuration of your account.

Administrators can only access your account if you have explicitly enabled access. For security reasons, both granting and revoking access permission as well as actual access by an administrator are logged.

We recommend enabling administrator access only for the period in which it is actually required for troubleshooting or configuration changes.

Contracts

In the Contracts section, you can see which versions of the Data Processing Agreement (DPA) and the Terms and Conditions you have agreed to and when the respective consent was given.

The individual contract versions can be viewed at any time via the overview.

Subscription

Under Subscription, you are redirected to the customer portal of our payment provider Stripe. There, you can manage your current Loyalista subscription as well as the information relevant to billing and payment.

In the customer portal, you can, among other things:

• view your current subscription,
• upgrade or downgrade your plan,
• update your payment method,
• update billing-related information,
• view and download previous invoices, and
• cancel your subscription.

An upgrade to a larger plan takes effect immediately. Your previous plan is billed on a pro rata basis, and a new billing period begins for the new plan.

A downgrade to a smaller plan, on the other hand, only takes effect after the current billing period has ended.

If you have any questions about your subscription, invoices, or billing, you can contact our support team at any time at info@loyalista.de.