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Merchant Dashboard Settings
Accessing Settings
Settings Info/Action | Display | ||
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2. Seven (7) settings sections are available on the left panel menu of the screen:
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3. Once all changes have been made for each section, scroll to the bottom of the page and select the blue Save button on the bottom right corner of the screen |
General Settings
In this section, many of the business’s details such as location, time zone, default language, social media, business story, photos, hours, and holidays are configured.
Settings Info/Action | Example | |||||
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Basic InfoUsers can set up the basic information of their business, including:
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Business StoryThe Business Story displays on SpotOn Mobile App, allowing customers to learn about the services and background of the business.
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Profile PhotoThe profile photo is the main image associated with the business, generally the business logo. Select the Set Profile Photo button to upload an image | ||||||
Featured PhotosUsers can add up to ten (10) featured photos. These photos are will appear on the Information Tab of the Mobile Rewards Apps page. SpotOn recommends including a variety of inviting images such as the exterior and interior of your business, products, food, merchandise, etc.
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Mobile Hero ImageThe mobile hero image displays at the top of the mobile app. The selected photo should let potential customers know more about the business. SpotOn recommends using, a unique interior shot, a popular product, or the outside of the business
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Business CategoryCategories describe the business, and connect the business with customers looking for those services.
To remove a category, click the X next to the set category | ||||||
Business DetailsIn the Business Details section there are service options to select, depending on what the business offers. These services will display in the SpotOn Mobile App to help potential customers learn more about the business.
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Business HoursWeek HoursIn this section the regular hours of operation are set. Users may set the toggles for each day to On or Off for the days the business is open. This information will display in the SpotOn Mobile App. Each day that is toggled On will open a sub-section to enter the an Opens and Closes time. | ||||||
Holiday HoursThe Holidays section functions the same as the Week Hours section. Users may set the toggles to On/Off as needed, and enter the Open/Close times for operating hours
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Security Settings
The Security Settings section contains the password settings and the two-factor authentication settings.
Settings Info/Action
Example
Password
Users can change their password by selecting the Change Password button on the right
Two-Factor Authentication
Users can enable Two-Factor Authentication as an additional layer of protection is provided to the account. This means that if someone has the account password, they cannot login without the randomly generated access code.
To enable, users can slide the toggle to the On (blue) position
Users
The Users section houses settings for all active (and inactive) Users on the specific Merchant Dashboard account.
Settings Info/Action | Example |
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Updating User SettingsA list of all users will display. Active users have the toggle to the left of their name set to On (blue). Email preferences are enabled with check boxes below their usernames. A User Password Reset Email can be sent by select Send Forgot Password Email from the Password dropdown menu. Users can be set to inactive by sliding the toggle to the left of a username to the Off position (gray). | |
Add a New User
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Loyalty & Deals
In the Loyalty and Deals Settings, you have the ability to set up how your customers can earn Spots, Rewards, and Deals, as well as tablet and printer settings.
Settings Info/Action | Example | ||
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Earning RulesIn this section, you can set up how many Spots your guests/customers earn based on how much they spend. Multiple Earnings can be set up, however, Additional Earning Rules will override the Default setting for the specific time frame selected Default Earning Rule
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RewardsA list of existing Rewards are displayed in this section. Rewards can be set to active or inactive using the toggle to the left of the Reward Name. Rewards may be deleted by selecting Delete on the right side of the screen. | |||
Creating a New Reward
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Loyalty WidgetThe Loyalty Widget allows users to create a customized widget to add to the business' website. To learn how to set up and enable this feature, please view Loyalty Widget for more details. | |||
Sign Up DealThe Sign Up Deal allows businesses to offer one-time incentives to customers.
4. Select the blue Save button | |||
New Customer DealsNew Customer Deals allows business to automatically send a thank you offer to new customers that encourages them to come back. This offer is sent via email, after their first check-in at the business.
4. Select the blue Save button | |||
Lapsed Customer DealLapsed customer deals allow merchants to identify customers that haven’t visited/checked into the business for awhile and incentives them to return.
4. Select the blue Save button | |||
Birthday DealThe Birthday Deal section will automatically send customers a Happy Birthday email on the first day of their birthday month.
4. Select the blue Save button | |||
Marketing DealsThe Marketing Deals section will automatically identify customers based on customized criteria to offer them special marketing deals. To learn how to create customer groups for marketing deals, please visit Customer Groups for more information.
4. Select the blue Save button | |||
Admin CardAn Admin Card is used to view tablet activity, and void/add check-ins.
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Printer SettingsPrinters can be added to print rewards for customers.
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Tablet Settings
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Taxes & Fees
The Taxes & Fees Settings section is where taxes, fees, and shipping settings are configured. While these settings are enabled, there is still the option to switch tax/fees off for individual transactions.
Settings Info/Action | Example | ||
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Taxes
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Convenience Fee
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ShippingWhen enabled, this feature creates a field in the transaction process where shipping costs can be added to orders.
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2. After all changes have been made to the Taxes and Fees tab, select the blue Save Changes button |
Invoicing Defaults
The Invoicing Defaults tab allows users to create new invoices and have them automatically applied to each new invoice.
Settings Info/Action | Display | ||
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Invoice Branding
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Invoice Template3. Enter a customized Invoice Title in the required field 4. Enter a customized message into the Message field 5. Enter the needed Terms & Conditions into the field 6. To present your business name under the logo, slide the Invoice Details toggle to On (blue) 7. To show Item Details, slide the Show SKU and/or Show Description toggles to On (blue) 8. To display the business information in the invoice’s footer, slide the Show Email and Show Phone toggles to On (blue) 9. To add any necessary attachments to the invoice, select the +Add Attachment button and select the attachment from the device 10. To set up invoice automation, use the Send Invoice drop-down to choose to automatically end out invoice frequency:
11. To set up Invoice Due email automation, use the drop-down to select the Invoice Due notification to:
12. To request a shipping address, slide the Request a shipping address toggle to On (blue) | |||
Invoice Reminders13. To activate default payment reminders for new invoices, slide the toggle to On (blue) 14. Input the number of days into the field and choose the timeframe before the due date:
15. Input a customized Reminder message into the field |
Invoicing Notifications
The invoicing Notifications tab allows users to enable email notifications to automatically send invoice updates.
Settings Info/Action | Display |
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Security Settings
The Security Settings section contains the password settings and the two-factor authentication settings.
Settings Info/Action | Example |
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PasswordUsers can change their password by selecting the Change Password button on the right | |
Two-Factor AuthenticationUsers can enable Two-Factor Authentication as an additional layer of protection is provided to the account. This means that if someone has the account password, they cannot login without the randomly generated access code. To enable, users can slide the toggle to the On (blue) position |
Users
The Users section houses settings for all active (and inactive) Users on the specific Merchant Dashboard account.
Settings Info/Action | Example |
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Updating User SettingsA list of all users will display. Active users have the toggle to the left of their name set to On (blue). Email preferences are enabled with check boxes below their usernames. Users can edit user profile details and send a Password Reset Email by selecting the 3-dotted icon on the right side of the screen. Users can be set to inactive by sliding the toggle to the left of a username to the Off position (gray). | |
Add a New User
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Loyalty & Deals
In the Loyalty and Deals Settings, you have the ability to set up how your customers can earn Spots, Rewards, and Deals, as well as tablet and printer settings.
Settings Info/Action | Example | ||
---|---|---|---|
Earning RuleIn this section, you can set up how many Spots your guests/customers earn based on how much they spend. Multiple Earnings can be set up, however, Additional Earning Rules will override the Default setting for the specific time frame selected Default Earning Rule
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RewardsA list of existing Rewards are displayed in this section. Rewards can be set to active or inactive using the toggle to the left of the Reward Name. Rewards may be deleted by selecting Delete on the right side of the screen. | |||
Creating a New Reward
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Loyalty WidgetThe Loyalty Widget allows users to create a customized widget to add to the business' website. To learn how to set up and enable this feature, please view Loyalty Widget for more details. | |||
Sign Up DealThe Sign Up Deal allows businesses to offer one-time incentives to customers.
4. Select the blue Save button | |||
New Customer DealsNew Customer Deals allows business to automatically send a thank you offer to new customers that encourages them to come back. This offer is sent via email, after their first check-in at the business.
5. Select the blue Save button | |||
Lapsed Customer DealLapsed customer deals allow merchants to identify customers that haven’t visited/checked into the business for awhile and incentives them to return.
4. Select the blue Save button | |||
Birthday DealThe Birthday Deal section will automatically send customers a Happy Birthday email on the first day of their birthday month.
4. Select the blue Save button | |||
Marketing DealsThe Marketing Deals section will automatically identify customers based on customized criteria to offer them special marketing deals. To learn how to create customer groups for marketing deals, please visit Customer Groups for more information.
3. Select the blue Save button | |||
Admin CardAn Admin Card is used to view tablet activity, and void/add check-ins.
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Printer SettingsPrinters can be added to print rewards for customers.
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Tablet Settings
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Taxes & Fees
The Taxes & Fees Settings section is where taxes, fees, and shipping settings are configured. While these settings are enabled, there is still the option to switch tax/fees off for individual transactions.
Settings Info/Action | Example | ||
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Taxes
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Convenience Fee
4. Select Charge Convenience Fee Before Tax or Charge Convenience Fee After Tax | |||
ShippingWhen enabled, this feature creates a field in the transaction process where shipping costs can be added to orders. 5. To enable, slide the toggle to On | |||
6. After all changes have been made to the Taxes and Fees tab, select the blue Save Changes button |
Invoicing Defaults
The Invoicing Defaults tab allows users to create new invoices and have them automatically applied to each new invoice.
Settings Info/Action | Display | ||
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Invoice Branding
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Invoice Template3. Enter a customized Invoice Title in the required field 4. Enter a customized message into the Message field 5. Enter the needed Terms & Conditions into the field 6. To present your business name under the logo, slide the Invoice Details toggle to On (blue) 7. To show Item Details, slide the Show SKU and/or Show Description toggles to On (blue) 8. To display the business information in the invoice’s footer, slide the Show Email and Show Phone toggles to On (blue) 9. To add any necessary attachments to the invoice, select the +Add Attachment and select the attachment from the device 10. To set up invoice automation, use the Send Invoice drop-down to choose to automatically end out invoice frequency:
11. To set up Invoice Due email automation, use the drop-down to select the Invoice Due notification to:
12. To request a shipping address, slide the Request a shipping address toggle to On (blue) | |||
Invoice Reminders13. To activate default payment reminders for new invoices, slide the toggle to On (blue) 14. Input the number of days into the field and choose the timeframe before the due date:
15. Input a customized Reminder message into the field |
Invoicing Notifications
The invoicing Notifications tab allows users to enable email notifications to automatically send invoice updates.
Settings Info/Action | Display |
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