Settings | SpotOn Merchant Dashboard

1. Select the User Icon in the top right corner of the screen and select Account Settings from the drop-down menu

2. Seven (7) settings sections are available on the left panel menu of the screen:

• General

• Security

• Users

• Loyalty & Deals

• Taxes & Fees

• Invoicing Defaults

• Invoicing Notifications

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

Basic Info

Users can set up the basic information of their business, including:

• Business Name

• Address

• Business Phone

• DefaultTime Zone

• Default Language

• Social Media

• Connect to Facebook
  

Business Story

The Business Story displays on SpotOn Mobile App, allowing customers to learn about the services and background of the business.

Profile Photo

The 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 Photos

Users 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.

1. Select the + Add Image button to add an image

2. Add a caption for the image in the Caption field

3. To use an image as the Main Featured photo, select the Set Main Featured Photo button

Mobile Hero Image

The 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

1. Select the Set Mobile Hero Image button to upload

Business Category

Categories describe the business, and connect the business with customers looking for those services.

• A minimum of one (1) business category is required, but up to three (3) categories can be cselected

• Be as specific as possible

To remove a category, click the X next to the set category

Business Details

In 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.

Business Hours

Week Hours

In 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 Hours

The 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

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

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.

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

1. To add a new user, scroll to the bottom of the Users list and select the + Add User button

2. From the Add User pop-out menu on the right side of the screen, enter the required information into the fields

3. Set a PIN code for the user, or select the Generate random PIN button to have one automatically created

4. Select the blue Save button

Earning Rules

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

1. From the Loyalty & Deals tab, select Edit Default to edit the default number of Spots earned by spend

2. Update the desired ratio for Purchase Amount to Spots Earned and s

3. Select the blue Save button

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

1. From the Loyalty and Deals tab, scroll to the Rewards section and select the blue +Add New Reward button

2. Input the desired number of Spots in the Spots Redeemed field

3. Input the name of the new reward in the Reward Name field

4. Select the blue Save button

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.

1. To enable, slide the toggle to On (blue)

2. Select Edit

3. 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.

1. To enable, slide the toggle to On (blue)

2. Select Edit

3. 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

4. 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.

1. To enable, slide the toggle to On (blue)

2. Select Edit

3. 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

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.

1. To enable, slide the toggle to On (blue)

2. Select Edit

3. Enter a name for the birthday reward in the Reward Name field

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.

1. Choose the Customer Group and select Edit on the right side of the screen

2. 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

4. Select the blue Save button

Admin Card

An Admin Card is used to view tablet activity, and void/add check-ins.

1. To enable, slide the toggle to On (blue)

2. 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.

1. If a printer is present, slide the Enable Printing toggle to On (blue)

2. Leave the IP address field empty for auto-detection of the printer

3. 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

1. From the Taxes and Fees tab, enable by sliding the toggle to On (blue)

2. Input Tax Rate into the field

3. 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

1. 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.

1. To enable, slide the toggle to On (blue)

2. After all changes have been made to the Taxes and Fees tab, select the blue Save Changes button

Invoice Branding

1. The business logo will automatically appear (as set from the General Tab), or a new one can be uploaded from the user’s device

2. Select the desired brand color

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 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:

• Immediately

• 7 days

• 15 days

• 30 days

11. To set up Invoice Due email automation, use the drop-down to select the Invoice Due notification to:

• Upon Receipt

• 7 days from Send Date

• 15 days from Send Date

• 30 days from Send Date

12. To request a shipping address, slide the Request a shipping address toggle to On (blue)

Invoice Reminders

13. 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:

• Days before the due date

• Days after the due date

• On Due date

15. Input a customized Reminder message into the field

1. To enable, toggle Receive Email Notifications to On (blue)

2. 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

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

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

1. To add a new user, scroll to the bottom of the Users list and select the + Add User button

2. From the Add User pop-out menu on the right side of the screen, enter the required information into the fields

3. Set a PIN code for the user, or select the Generate random PIN button to have one automatically created

4. Select the blue Save button

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

1. From the Loyalty & Deals tab, select Edit Default to edit the default number of Spots earned by spend

2. Update the desired ratio for Purchase Amount to Spots Earned and s

3. Select the blue Save button

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

1. From the Loyalty and Deals tab, scroll to the Rewards section and select the blue +Add New Reward button

2. Input the desired number of Spots in the Spots Redeemed field

3. Input the name of the new reward in the Reward Name field

4. Select the blue Save button

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.

1. To enable, slide the toggle to On (blue)

2. Select Edit

3. 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.

1. To enable, slide the toggle to On (blue)

2. Select Edit

3. 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

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.

1. To enable, slide the toggle to On (blue)

2. Select Edit

3. 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

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.

1. To enable, slide the toggle to On (blue)

2. Select Edit

3. Enter a name for the birthday reward in the Reward Name field

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.

1. Choose the Customer Group and select Edit on the right side of the screen

2. 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.

1. To enable, slide the toggle to On (blue)

2. 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.

1. If a printer is present, slide the Enable Printing toggle to On (blue)

2. Leave the IP address field empty for auto-detection of the printer

3. 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

1. From the Taxes and Fees tab, enable by sliding the toggle to On (blue)

2. Input Tax Rate into the field

3. 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

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

Invoice Branding

1. The business logo will automatically appear (as set from the General Tab), or a new one can be uploaded from the user’s device

2. Select the desired brand color

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 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:

• Immediately

• 7 days

• 15 days

• 30 days

11. To set up Invoice Due email automation, use the drop-down to select the Invoice Due notification to:

• Upon Receipt

• 7 days from Send Date

• 15 days from Send Date

• 30 days from Send Date

12. To request a shipping address, slide the Request a shipping address toggle to On (blue)

Invoice Reminders

13. 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:

• Days before the due date

• Days after the due date

• On Due date

15. Input a customized Reminder message into the field

1. To enable, toggle Receive Email Notifications to On (blue)

2. 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