Quick Links
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Customers Overview
Action | Display |
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1. From the Dashboard homepage, select the Customers icon in the center of the left-hand menu | |
2. From the Customers screen, a display of customer activity and information will automatically display, which can be filtered and customized by users as needed using the information below: | |
All Time
Last 30 Days
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Date Range
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Loyalty Performance
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Import Customers in Merchant Dashboard
Action | Display | ||||
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2. From the Import Customers pop-up display, the user can drag and drop a file or select it from their device
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3. Once the file has uploaded, a preview of the file will display 4. Use the Check Boxes below as follows:
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5. Select the Import button on the lower right
6. Upon completion, a confirmation email will be sent with a display of the total number of customers imported, and any contacts that were unable to be imported are located on the spreadsheet |
Loyalty Performance
The Loyalty Performance section gives detailed insight into customer history and trends. The graph can be customized to display certain categories of customers and specific date ranges.
Action
Display
View by Date
Select the date range on the right to view:
Custom
To view a custom date range, use the calendars to choose a beginning, and an end date.
This Month
Today
Last Week
This Week
Last Month
Click Apply Filters
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.
In the Loyalty Performance section, select the Check-ins button to view Check-Ins OR one of the following buttons to view customer types:
New Customers
Repeat Customers
Imported Customers
The Loyalty Performance graph will adjust with each button selected
Position your cursor over a specific date to view the metrics for that day
Customer Directory
Action | Display |
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1. Users may sort the Customer Directory display by clicking on the column headers in the display:
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2. Users may also location customers by using the Search Bar to look up customers by:
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View Customer Profile
Action | Display |
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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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