Loyalty and Performance Basic Setup

Follow the steps below to complete the initial setup of your RTK account.

Set Up Your Password

  • Locate the automated password setup email (sent from "system@retailtoolkit.com").
  • Create your new password using the link in that email.

Log in to the Dashboard

Connect the Point of Sale

Store Location Information

  • From the Gear icon in the upper right choose Locations
  • Select Edit icon to review and update each store location
  • Confirm the store location(s) information is correct.

Add Additional Users

Map Your Categories

  • From the Gear Icon in the top right corner select Categories.
  • Press the Pencil Icon and select the correct category from the "Report Mapping" drop down list.
  • Press the floppy disk icon to save this setting.
  • Expand (Use +) a category like Accessories to map sub-categories to the appropriate category.
  • Repeat for each category that says "Missing Report Mapping."

Recover Lost Password

  • Click "Forgot Password" on the login screen.
  • Then enter your email address and press the "Reset Password" button.
  • Locate the reset password email and click the password reset link in that email.
  • Add and confirm new password.

For additional assistance or questions please contact the Client Success team.