Quick Links
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Customers
There is a small Customers section on the main page of the SpotOn Merchant Dashboard, this acts as a quick glance or brief overview. There is more information in the Customers tab, which is located in the menu on the right-hand side of the Dashboard beneath Reviews. The Customers tab allows for the manual addition or subtraction of Spots from a customer account, contains an import tool for customer lists, as well as a section for loyalty performance to make analyzing customer data very simple.
Add Customers Tutorial Video
Customers Section of Main Dashboard
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On the main dashboard you can view customer details by the following filters:
This section displays Active Customers and New Customers 1. Click Go to Customers or select the Customers tab from the right hand Menu to access the full Customers tab |
Import Customers
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2. Click Download Template to download your custom template for easy importation
3. Use the Drag and Drop option or click or select it from your computer to select the appropriate file to import 4. Check the I agree to the Terms & Conditions checkbox 5. If desired, check the box next to Send your imported customers an email to learn more about SpotOn to send an automated email to all newly imported customers letting them know about the program.
6. Click Import
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Loyalty Performance
The Loyalty Performance section gives detailed insight into customer history and trends. The graph can be manipulated to display certain categories of customers and specific date ranges.
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View by Date
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2. The Loyalty Performance graph will adjust to the specified dates 3. Position your cursor over a specific date on the graph to view the metrics for that day | |
View by Check-Ins or Customer Type This will display the information for the dates selected above the Loyalty Performance section.
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Customer Directory
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The Customer Directory section has eight columns:
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View Customer Profile
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The Customer Profile page displays the following:
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Edit Spots
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Email Customer
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4. Confirm the message is complete and accurate
5. Click Send | |
Add / View Note(s)
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Order History/Void The Order History section has columns displaying previous transaction details including:
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