Skip to main content

​
Start the day

​
Coach scan approvals

Walk the team through the stamp and reward approval tutorial. Practise reviewing the member and outlet, releasing a slide early, completing four checkpoints, and waiting for a confirmed result. Demonstrate the non-drag confirmation option and the Scan page’s sound control. For rewards, customers prepare a temporary QR first; staff scan it and slide to redeem. Teach the difference between the 10-minute QR timer and the reward’s own expiry date. If a request is interrupted, check activity before starting another claim. A sound or animation is not proof of a recorded operation.

​
Review activity

Use Overview → Add filter or the Store chip to choose a location, then Dates → Apply to update the totals, chart and location performance together. Overview includes today’s partial activity. Reward and referral graphs use their own dates and complete UTC days, excluding today. See Read your dashboard for the reporting walkthrough. In Members, review rewards ready and power customers within the loaded list. View all activities in a member’s history opens their filtered audit history. Open Activities to search scans, stamps and claims, or Live view for the latest ten recorded events beside the store globe. Checks happen every 15 seconds while visible, not continuously; pins represent stores, not customers.

​
What needs the Owner?

Only the Owner manages invitations, teammate removal, Manager/Staff role changes, ownership transfer, and billing. Report access problems to the Owner and operational errors to Support, sharing the outlet, time, and error without customer secrets. See Accounts & access for the full role comparison and feature availability for dev and rollout limits. All manager guides