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.
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.
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.
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.
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.
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.
Connect your systems (optional)
If your CRM, POS, or e-commerce platform talks to Stell, create an API key per integration, and consider webhooks on the program page for event notifications.
Set up your messaging (if you have Engage)
Import your contacts, create segments, and send yourself a test campaign before the first real one.
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.