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Quick Links

Merchant Dashboard Home Navigation

The main page of the Merchant Dashboard gives a brief overview of many important areas of the dashboard. There are sections for Sales, Customers, and Campaigns where the user can get a quick insight into the business’s performance. There are also quick links at the top of the page to create a new campaign or reach customers through email/social media. Each overview section has links to the full section for more detailed information.

Information

Display

The left side of the Dashboard Home screem contains a pop-out menu option display.

Dashboard Home

  • Brings users back to the Merchant Dashboard home screen

Marketing

  • Allows users to create marketing campaigns, monitor campaign performance, and set up a Google Business Profile

Loyalty

  • Allows users to view Loyalty Program performance

Reviews

  • Allows users to view current business reviews, ratings, and average reviews across Google, Yelp, Tripadvisor, and SpotOn

Customers

  • Allows users to access and import customer data, as well as monitor Loyalty Program performance

Sales

  • Allows users to view reports, including:

    • Daily Sales

    • Restaurant Reports

Deposits

  • Allows users to view deposit information, including:

    • Summary

    • Batches

    • Settlements

SpotOn Capital

  • Allows users to view offers and reliability for SpotOn Capital loans

The right side of the Merchant Dashboard allows users to select the User Icon on the upper right corner of the screen. This will open the following options:

Account Settings

  • Allows users to access the settings for General account information, Security, Users, Loyalty & Deals, Taxes & Fees, Invoicing Defaults, and Invoicing Notifications

Admin

  • Allows users to set up bank accounts and complete W9 tax forms

Statements

  • Allows users to view credit card, PayPal, and SpotOn statements

Order Loyalty Cards

  • Allows users to order Loyalty program cards

Refer a Business

  • Allows users to sent a referral to use SpotOn’s services

Add Services

  • Allows users to add new services to their business, including Website, Appointments, Loyalty, SpotOn Serve, SpotOn Restaurant/Online Ordering and DoorDash

Support & Legal

  • Allows users to view legal and support information

Logout

  • Allows users to log out Merchant Dashboard

The center of the Merchant Dashboard home screen will display an overview of the business and easy-to-use buttons. This display includes the following information (left to right):

Business Name and Information

  • The logo, name, address, and current date and time

Scroll to Payments

  • Sends the user to a graph of today’s credit card transaction information for the current day, the current week, the current month, and current year

Scroll to Loyalty

  • Sends the user to a summary of the business' Loyalty program

Scroll to Campaigns

  • Sends the user to any active marketing campaigns and deals

Create a Deal Now button

  • Allows users to create a new marketing deal that can be sent via email or social media

Please see Create a Campaign - Deal Component for more information

Create an Email button

  • Allows users to create a new email campaign

Please see Create a Campaign for more information

Connect Facebook button

  • Allows users to connect their Facebook business page to Merchant Dashboard

Customers

  • Allows users to view customer totals and filter by the current day, 1 month ago, 6 months ago, and 1 year ago. They may also access further customer details by selecting the Go to Customers button

Total Loyalty Spend

  • Allows users to view this week’s total spent by Loyalty customers

Loyalty

  • Allows users to view an overview of today’s active loyalty customers and customers over the last 7 days. Users may also select See more details to view in-depth Loyalty information

Check-Ins

  • Shows the total of check-ins for the last 7 days

Campaigns

  • Allows users to view and access current marketing campaigns and data

Sales

Information

Display

The Sales section is broken into several areas:

  • Sales Reports

  • Daily Sales

    • Net Receipts

    • Top Sellers

    • Top Discounters

    • Top Employee Sales

    • Net Sales

    • Net Cash

  • Payments

    • Pay In / Out

    • Taxes

    • Gift Card Summary

    • Refunds

  • Surcharges

    • Net Sales by Payment Type

    • Labor

For detailed information on the Sales section, please view Sales | SpotOn Merchant Dashboard

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