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CustomersAdjust PointsManually add or deduct points from a customer's account.CustomersAdjust TierManually assign a customer to a different loyalty tier.TeamAdminsManage team members who have access to the Merchant Dashboard and configure their roles and permissions.RulesAnniversary BonusAutomatically reward customers on their loyalty membership anniversary.NotificationsBalance Changed EmailConfigure the email notification sent when a customer's loyalty points balance is updated.NotificationsBirthday & Anniversary EmailsConfigure automated celebration emails sent to customers on their birthday and membership anniversary.RulesBirthday BonusAward birthday rewards and optionally combine a voucher with bonus points.RulesComplete Profile BonusReward profile completion once without duplicate grants on repeated saves.SettingsConfigure Enrollment QuestionsCollect customer answers during manual or automatic enrollment.GamificationCreate and Manage Reveal CardsConfigure scratch-card rewards, odds, stock, and purchase requirements.TierCreate a New TierConfigure starting tiers, qualifying spend windows, and downgrade behavior.RewardsCreate RewardConfigure coupons, store credit, point conversion, expiry, and discount combinations.
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Team

The Team menu is used to manage users who have access to the Merchant Dashboard. Through this menu, merchants can invite new administrators, configure permissions, transfer ownership privileges, and manage existing admin accounts.

Pending Invitations

Track and manage administrator invitations that have not yet been accepted.

Admins

Manage team members who have access to the Merchant Dashboard and configure their roles and permissions.

Invite a New Admin

Learn how to invite team members as administrators and configure their access permissions in the Merchant Dashboard.