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)