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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 |
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PasswordUsers can change reset their password by selecting the Change Send Forgot Password Email 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 select the Activate button on the right |
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.
Rewards
A 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
From the Loyalty and Deals tab, scroll to the Rewards section and select the blue +Add New Reward button
Input the desired number of Spots in the Spots Redeemed field
Input the name of the new reward in the Reward Name field
Select the blue Save button
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The newly created Reward will appear at the top of the Rewards list and will automatically be toggled to On |
Loyalty Widget
The 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 Deal
The Sign Up Deal allows businesses to offer one-time incentives to customers.
To enable, slide the toggle to On (blue)
Select Edit
From the Sign Up Deal pop-out menu on the right, input the following information:
Enter a name in the Reward Name field
Use the drop-down menu to select an expiration date
30 Days
60 Days
Custom
Choose if customers can instantly redeem the reward or must first verify their email address and visit another time
4. Select the blue Save button
New Customer Deals
New 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.
To enable, slide the toggle to On (blue)
Select Edit
From the New Customer Deal pop-out menu on the right, input the following information:
Enter a name in the Reward Name field
Use the drop-down menu to select an expiration date
30 Days
60 Days
Custom
Choose the Frequency of the deal
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A preview of the New Customer Deal will display |
5. Select the blue Save button
Lapsed Customer Deal
Lapsed customer deals allow merchants to identify customers that haven’t visited/checked into the business for awhile and incentives them to return.
To enable, slide the toggle to On (blue)
Select Edit
From the Lapssed Customer Deal pop-out menu on the right, input the following information:
Enter time range the business considers as lapsed by inputting a number and using the Frequency dropd-down menu
Enter a name in the Reward Name field
Use the drop-down menu to select an expiration date
30 Days
60 Days
Custom
Choose the Frequency of the deal
Select how often the deal should be resent to lapsed customers by entering a number and the frequency drop-down menu
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A preview of the new Lapsed Customer Deal will display |
4. Select the blue Save button
Birthday Deal
The Birthday Deal section will automatically send customers a Happy Birthday email on the first day of their birthday month.
To enable, slide the toggle to On (blue)
Select Edit
Enter a name for the birthday reward in the Reward Name field
Info |
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A preview of the Birthday Deal will display |
4. Select the blue Save button
Marketing Deals
The 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.
Choose the Customer Group and select Edit on the right side of the screen
Input the following information:
Use the drop-down to select the number of visits
Use the drop-down to select the visit frequency
Use the drop-down to select the time period frequency
3. Select the blue Save button
Admin Card
An Admin Card is used to view tablet activity, and void/add check-ins.
To enable, slide the toggle to On (blue)
To create a new Admin Card, enter a the number of a new SpotOn card into the Card Number field
Printer Settings
Printers can be added to print rewards for customers.
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To add this capability, contact SpotOn at 877-814-4102, ext 4258 or email support@spoton.com |
If a printer is present, slide the Enable Printing toggle to On (blue)
Leave the IP address field empty for auto-detection of the printer
To enable redemption printing, slide the Enable redemption printing? to On (blue)
Tablet Settings
Toggle on to require customers to enter their name, in addition to their email address, when they enroll.
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
Taxes
From the Taxes and Fees tab, enable by sliding the toggle to On (blue)
Input Tax Rate into the field
Select Tax Rounding
Standard Rounding - Rounds to the nearest whole cent
Always Round Up - Always rounds any value less than a cent upwards to the next whole cent
Convenience Fee
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Card payment convenience fees for transactions in Virtual Terminal and the SpotOn Payments App can be added and managed by contacting Support at 877-814-4102, ext 4258 or email support@spoton.com |
4. Select Charge Convenience Fee Before Tax or Charge Convenience Fee After Tax
Shipping
When 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
Invoice Branding
The business logo will automatically appear (as set from the General Tab), or a new one can be uploaded from the user’s device
Select the desired brand color
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A preview of the Email and Printed views are available in tabs on the right side of the screen |
Invoice Template
3. 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 AttachmentSettings 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
To enable, toggle Receive Email Notifications to On (blue)
Select the desired notifications by using the Check Mark next to each available notification type:
Sent: Get a copy of the invoice you sent
Viewed: Customer views an invoice
Updated: You updated an invoice
Overdue: Invoice is overdue
Canceled: Invoice was canceled
Reminder Sent: You sent a reminder
Paid: Invoice was paid by customer
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
Updating User Settings
A 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
To add a new user, scroll to the bottom of the Users list and select the + Add User button
From the Add User pop-out menu on the right side of the screen, enter the required information into the fields
Set a PIN code for the user, or select the Generate random PIN button to have one automatically created
Select the blue Save button
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 Rule
In 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
From the Loyalty & Deals tab, select Edit Default to edit the default number of Spots earned by spend
Update the desired ratio for Purchase Amount to Spots Earned and s
Select the blue Save 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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