1
Sign in and secure your account
Use the temporary password from your invitation email, set your own password, and set up two-factor authentication. Full walkthrough: your first login.
2
Get your bearings
Take the portal tour — the dashboard, the sidebar sections, and the account menu. If your team has several companies, check you’re working in the right one.
3
Review your program
Stell sets up your program with you. Open Programs and check the essentials: the program status, whether tap to use (NFC) matches your setup, and that the wallet certificate is in place.
4
Polish the pass design
Open the pass template editor and make the pass yours — logo, colors, fields, and barcode. Remember that saving applies to all issued passes immediately.
5
Issue a test pass to yourself
Issue a pass with your own details, add it to your wallet, and check it looks right. If your stores are live, do a test tap and find it in the transaction log.
6
Try the enrollment flow
Open your program’s enrollment link or QR code and walk through it as a customer would — see how enrollment works. Check the texts, fields, and consents say what you expect.
7
Connect your systems (optional)
If your CRM, POS, or e-commerce platform talks to Stell, create an API key per integration, and consider event webhooks on the program page for event notifications.
8
Set up your messaging (if you have Engage)
Import your contacts, create segments, and send yourself a test campaign before the first real one.
9
Go live
Put the enrollment QR code where customers see it, brief your store staff on what a tap or scan looks like, and share enrollment troubleshooting with your support team. For a full launch plan and example emails, posts, and in-store material, see promote your program.