Backoffice (Manager-Facing)

• Setup & Configuration

  • Earning Math (Inclusions/Exclusions, Rounding, Discounts)

  • Legal Considerations (Privacy, Terms, Tax Rules)

  • Eligibility Rules (Blacklists, Order-Types, Payment Limits)

  • Redemption Rules (Partial, Stacking, Voids Policy)

  • Identity & Consent (Required Fields, Consent Banners, Record Hygiene)

  • Operations (Offline Rules, Fraud Controls, Permissions)

  • Customer Hub Configuration (Guest-Facing Site)

• Reporting & KPIs

  • Reporting & KPIs (Backoffice)

• Multi-Unit Controls (HQ vs Site)

  • Troubleshooting & Audit

• Adjustments and Manager Operations

  • Adjust Points

  • Add Customers (Backoffice/Import)

  • Add Comps & Gift Cards

• Working in Offline Mode (Managers)

  • Working in Offline Mode (Manager Guide)

  • Setting up Offline Payments

  • Recovering from Offline Mode

• Customer-Facing URLs (Customer Hub)

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