Settings | SpotOn Merchant Dashboard

Settings Info/Action

Display

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

2. Eight (8) settings sections are available on the panel menu of the screen:

• Business Information

• Security

• Loyalty

• Taxes & Fees

• Invoicing Defaults

• Invoicing Notifications

• Bank Account & Tax Forms

3. Once any 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.

Settings Info/Action

Example

Business Info

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

• Business Name

• Address

• Business Phone

• Default Time Zone

• Default Language
  
  

Business Story

Your Business Story is displayed on the SpotOn Mobile App, allowing customers to learn about the services and or background of your 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 will appear on the Information Tab of the Mobile Rewards Apps page.

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

4. To use an image as the Featured photo, select the Set Featured Photo 1 button

Mobile Hero Image

The mobile hero image is displayed at the top of the mobile app.

The selected photo should let potential customers know more about 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 selected

• Be as specific as possible

• There are many categories to choose from, but don’t fret if you are unable to find the exact option for your business

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

Updating Regular Business Hours

1. Navigate to Account & Settings in the left menu.

2. Select Business Hours.

3. Select Regular tab (selected by default)

4. Navigate through the days of the week and toggle them on

5. Select desired hours from the dropdown.

6. Adjust operating hours as needed.

7. Click Save to save your changes.

Managing Holiday & Special Hours

1. Navigate to Account & Settings in the left menu.

2. Select Business Hours Card.

3. Click on the Holiday & Special Hours tab.

4. Add a new holiday or custom date entry.

5. Set the date and adjust operating hours as needed.

6. Click Save Changes.

When entering a custom date, you’ll be able to setup:

• Name (optional; if not filled out, this will default to “Custom Date”)

• Single day or the range of time desired

• Repeat option for recurrent event.

Settings Info/Action

Example

Password

Users can reset their password by selecting the Send Forgot Password Email button on the right

Two-Factor Authentication

Users can enable Two-Factor Authentication as an additional layer of protection for the business’s account.
When enabled, if someone has the account password, they cannot login without the randomly generated access code.

To enable, users can select the Activate button on the right

Settings Info/Action

Example

Sign Up Page

The Sign Up Page allows a quick link to your business’s Loyalty Offers and Programs.

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

Earning Rule

1. From the Loyalty tab, select Earning Rule to edit the default number of Spots earned by dollar spend

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

3. Select the blue Save button

Bonus Points

When enabled, it allows the user to create a time frame in which points are earned at a different rate, than previously set as the Earning Rule.

Rewards

Creating a New Reward

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

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

3. Input the desired number of Spots in the Points Redeemed field

4. Input the amount to be Discounted from the transaction in the Discount field

5. Toggle whether the Discount is a Percentage or Dollar amount based discount

6. Select the blue Confirm 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.

Loyalty Tablet

Offers a few toggles to adjust how customers interact with your Loyalty Tablet, creates an Admin Card to quickly adjust customer spots, and enables reward receipt printing.

• 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

Settings Info/Action

Display

Invoice Branding

1. The business logo will automatically appear (as set from the Profile Photo), 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

Other Defaults

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

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 due date format:

• Days before the due date

• Days after the due date

• On Due date

15. Input a customized Reminder message into the field

Settings Info/Action

Display

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: The invoice was canceled

• Reminder Sent: You sent a reminder

• Paid: The invoice was paid by the customer

Updating User Permission Settings

A list of all users will be displayed.
Active users have the toggle to the left of their name set to On (blue). Email preferences are enabled with checkboxes below their usernames.

A User Password Reset Email can be sent by selecting Send Forgot Password Email from the three-dot menu 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