Page Comparison

1. Select the desired time frame to view:

2. Today

3. This Week

4. Last Week

5. This Month

the Dates on the right to access the Date Range filters:

• Custom

  • Use the calendar dates to select a beginning and end date to view

• This Month

• Today

• Last Week

• This Week

• Last Month

6. Select Loyalty Spend to view how much loyalty customers have spent at your business, this will display in purple on the timeline graph. Non-loyalty customer spend displays in gray.

7. Select Loyalty Redemption to view the number of redemptions for the specified timeframe.

1. The time frame displayed in Redemption Transaction History is the date range selected in the above Loyalty Spend section. Select how to display Redemption History:

   • Time/Date

   • Transaction Value

2. Use the Search field to search for by Customer Name or Card Code

3. Use the > arrow buttons to view more

1. Rewards display in list form with the following information:

   • Reward Name

   • Spots for redemption

   • Total Redemptions

2. Active Rewards will display with a blue switch in the toggled-on position

   • Use the toggle switch to quickly deactivate or re-activate any Rewards

3. Use the Rewards drop down to filter the rewards visible:

   • All rewards

   • Active Rewards

   • Inactive Rewards

4. Use the magnifying glass icon to search for a specific reward by keyword

1. In the Rewards section click the Create New Reward button

2. In the Spots Redeemed field, input the number of Spots needed to redeem for this reward

3. In the Reward Name field, input a name for the new reward

4. Confirm information entered for new Reward is correct

5. Click Save

   • A green success banner will display in the lower left corner of screen

   • The new reward will display at the top of the Rewards list, and will be toggled On

1. Navigate to the Account Settings

2. Select the Loyalty & Deals tab

3. In the Redeeming Spots section, click + Add New Reward

4. In the New Reward sidebar, input the number of Spots required to redeem this reward

5. Input the appropriate Reward Name

6. Click Save

7. Click Save Changes in the lower right corner done

• The new Reward will now display at the top of the Redeeming Spots section

1. Navigate to the Account Settings

2. Select the Loyalty & Deals tab

3. In the Redeeming Spots section, click Delete to the right of the Reward you wish to delete

4. A popup will display, “Are you sure you want to delete?”

• Click Confirm Delete to delete