Overview

When you open a customer's profile for a Discount card, you can add or deduct transaction amounts to track spending toward tier upgrades, view the customer's current discount level, and manage card settings — all from your dashboard without needing the Scanner app.

Profile metrics

When you open a customer's Discount card profile, the following metrics are displayed:

LTV (Lifetime Value) — Total amount of all purchases since the customer joined the loyalty program
Transactions amount — Cumulative transaction total (can be adjusted with +/− buttons)
Last visit date — Date of the most recent visit
Discount level — The customer's current discount tier (e.g., Bronze, Silver, Gold)
Total savings — The total amount the customer has saved through their discount
Discount percentage — The current discount percentage the customer receives (e.g., 1%, 3%, 5%)
To the next discount level — The amount the customer still needs to spend to reach the next tier
Card status — Whether the card is installed, not installed, or deleted
Card expiration date — Can be edited from the profile
Segments — The customer's RFM segment
Feedback rating — The customer's feedback score
Points earned by referral program — Points earned through referrals
Card serial number — The unique identifier for the customer's card
Installed on device — How the card was installed (PWA, Google Wallet, or Apple Wallet)
Total visits — Total visits the customer has made
UTM — The distribution channel the card was installed through
Card issue date — When the card was issued
Custom fields — Any additional fields the customer filled in during card installation
Promotions — Any active promotions applied to this card

Adding a transaction amount

Click the plus (+) icon next to Transactions amount.
Enter the amount in the Value field. The system uses this to calculate the discount based on the card setup. For example, if the card gives 1% discount and you enter $50, the system calculates and applies a $0.50 discount
Enter the same amount in the Purchase amount field.
Optionally add a Comment.
Click Apply.

The transaction appears in the history as a discount amount. The LTV, total visits, and cumulative spending all increase, moving the customer closer to the next discount tier.

Deducting a transaction amount

If a transaction amount was entered incorrectly, you can correct it from the profile.

Click the minus (−) icon next to Transactions amount.
Enter the amount to deduct in the Value field.
Enter the same amount in the Purchase amount field.
Optionally add a Comment.
Click Apply.

The transaction appears in the history as a refund of the amount spent. The LTV and cumulative spending decrease accordingly.

Changing card status

To delete a card from a customer's profile:

Click the pencil icon next to the card status.
Click the Delete button that appears.

Important: This does not remove the card from the customer's phone. The customer must delete it manually. The card will no longer function even if they keep it on their device.

Modifying card expiration date

Click the pencil icon next to the card expiration date.
Select the new date from the calendar that appears.

Viewing custom fields and personalized links

Click View Custom Fields to see any custom data associated with the customer.

To copy the customer's unique links:

Card installation link — Click Copy next to the installation link
Referral link — Click Copy next to the referral link

Sending a push notification

Click the Send Push tab.
Select the card.
Optionally schedule the message for a future time.
Type your message and send.

The push notification is sent only to this customer.

Viewing customer information

Click the Information tab to view and edit the customer's personal details.

Note: Changes made here do not affect the original personal information displayed on the card itself.

Viewing customer feedback

Click the Feedback tab to view the customer's feedback history. Filter by day, week, month, year, all time, or a custom date range. Tick Only Comments to view only feedback with written comments.

FAQs

How does adding a transaction amount affect the customer's discount tier?

The system tracks cumulative spending. When the total reaches the next tier threshold (shown in "To the next discount level"), the customer automatically upgrades to a higher discount percentage.

What's the difference between the Value and Purchase Amount fields?

Enter the same amount in both fields. The Value field is what the system uses to calculate the discount. The Purchase Amount field records the monetary value of the transaction for reporting.

What does "Total savings" mean?

Total savings shows the cumulative amount the customer has saved through their discount across all transactions.

If I deduct a transaction amount, does the customer's tier change?

The cumulative spending decreases, which may affect the customer's progress toward the next tier. However, tier downgrades depend on your card configuration and how the thresholds are set.