Quick Links
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Customers Overview
The Dashboard Customer list will include all marketing and loyalty customers. Use this area to stay updated on the customer list, add, remove, and edit profiles when necessary.
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1. From the Dashboard homepage, select the Customers icon in the center of the left-hand menu |
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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: |
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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 |
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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
Order History/Void
The Order History section has columns displaying previous transaction details including:
Time & Date
Source
Amount
Spot Earned/Redeemed
Columns can be sorted by clicking the individual column header
To void a transaction, click the Void button in the Details column
A popup will display, to continue with the void, click Confirm
Action | Display |
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From the Customer Activity section, select the customer to view
The Customer Profile page displays the following:
Customer Name
Spot Balance
Card(s)
First and Last Visits
Birthday (if on file)
Whether the customer is opted in for Deals and Offers
Detailed Transaction History
Deals Available to the customer
Edit Spots
Click the Edit Spots button
Input the number of Spots to add or remove in the text field, i.e., to add ten Spots type “10”, and to remove ten Spots type “-10”
Alternatively, you can use the ( + ) or ( - ) buttons to add/subtract Spots
When the desired number of Spots is reached, click Save
Email Customer
Click the Email button
In the Email Message popup, type your message. There is a minimum requirement of 2 characters and a maximum of 1000
When the email message is complete, click Preview
4. Confirm the message is complete and accurate
Click the Back button to return to the previous screen to make any desired changes
5. Click Send
Add / View Note(s)
Click the Notes button
Any current Notes will display
To add a new note, click Add Note
Input the desired notation, click Add
Be mindful of the 1000 character limit
The new Note will display
To edit or remove a Note, click Edit next to the note in the Notes popup
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 |  |