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Design and Branding
Scanning and Sending from POS
Loyalty & CRM
Adding a Visit to a User
Adding a visit or money amount to a user who hasn't scanned
If a customer has not scanned his app while at the store, and you want to add a visit to his counter:
Click on "Advanced Settings" and then go to "Customers"
Customers tab on the left of the dashboard
Then you look up the customer via their e-mail or phone number:
Look up a customer
On the bottom right (below Timeline Activity) there is an option to "Manually add Visit/Payment" (the first option)
Press on "Manually add Visit/Payment"
Once you open it a sub-menu will open up, allowing you to enter the details:
  • Location of visit (which branch)
  • Purchase amount
  • Purchase Identifier (usually a receipt number)
  • Time of Visit (date)
Adding a visit
Press on Add Visit, and then refresh, and it will show you the customer's visit.
Final step
Notice: Adding a visit to a user will not trigger Cashback, only add value for the next Cashback event. Cashback event is only triggered through an online order or scanning at the store.
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