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Dashboard

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Wallet & payments

Cards

Your cards

Customer signup: /issue.html · Till: /scanner.html

Promotions

Dated promotions (live on the cards while active)

NameOfferStatusDatesUsed / Reach

Standing offers (voucher & discount cards)

NameTypeOfferStatus

Share the signup link for any promotion — customers add it straight to their wallet.

People

click a column heading to sort
Name ⇅ Card ⇅ Phone ⇅ EmailConsent Joined ⇅

Segments (saved audiences)

NamePeople

New segment

Messaging

Send a campaign ✎ Open Email Studio ↗

Wallet push lands on every recipient's pass. Email only ever goes to members who've given marketing consent — checked again the moment it sends. Design your email in Email Studio, then pick it below once you tick "Email".

History

WhenTitleAudienceStatusSent toOpened

Config & integrations

Status board

Outbound webhooks

URLEventsLast delivery

API keys

NameKeyScopesStatus

Integrations

Connect this venue to outside services. Credentials are stored per-tenant — enter them once, test the connection, then use the service.

Automations

Rules (run hourly — passes update themselves)

RuleCardDetailsStatusLast run

Journeys (multi-step sequences)

A member enrols once, then each step fires as its delay-from-enrolment elapses — same hourly tick as the rules above.

NameTriggerStepsStatus

Welcome points

Set per card in the Cards editor — awarded instantly on signup.

Referral program

Set per card in the Cards editor, next to Welcome points — a member's own "Invite a friend" button (on their live card) rewards them AND the friend who signs up. Off by default per card.

Till bridge (EPOS)

Sales at the till credit points automatically via POST /api/pos/<source>/event. Square adapter is built — point Square webhooks at /api/pos/square/webhook and set SQUARE_WEBHOOK_SIGNATURE_KEY to go live. Toast UK adapter awaits partner API access.

Organisation

Group → brand → site. This is what "redeemable at" scoping on a card means — a card can be one site only, every site of a brand, or the whole group.

Your portfolio

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Add

Only the platform owner can create a brand-new, independent group (nothing sits above "group" to check an ordinary admin's rights against) — everyone else adds brands/sites under a group they already manage.

Staff

Team

EmailRoleScopeStatus

Invite staff (they set their own password)

Scope decides where this person can act — a brand/group scope can never be wider than your own.

You can change your own password any time:

Report builder

Pick an entity and some fields, then Run report.

Accounting

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VAT — per location, optional

VAT is off unless you turn it on, and the rate is yours to set — not every location charges it, and the rate differs by country. The treatment decides WHEN the VAT falls due: a single-purpose voucher (everything it buys is at one VAT rate) is taxed when you sell it; a multi-purpose voucher (mixed rates possible, e.g. some zero-rated food) is taxed when it's spent. Confirm which you are with your accountant — it changes the return.

Audit & error log

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