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 |
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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Adding or Removing Spots in Customer Account
Action | Display |
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1. To view Customer Details, click on the Name of the customer from the Customer Directory | |
2. The customer details will display, including:
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3. To add spots, select the blue Edit Spots button in the top right corner | |
4. From the Edit Customer Spots pop-out screen on the right, input the amount of spots to add to or remove from the customer’s account 5. Select the blue Save button |