The business dashboard groups everyday operations and account setup in one place.
Step-by-step instructions
- Open Dashboard to see a summary of your program.
- Use Scan QR to identify customers at checkout.
- Open Members to search for a customer and review their rewards.
- Open Promotions to manage offers and loyalty campaigns.
- Open Marketing, Locations, Transactions or Metrics for the corresponding tools.
- Open Settings for business details, loyalty rules, branding, notifications and your program URL.
Good to know
The exact menu items can depend on your role, your plan and the selected language.