Using the Staff Checkout Dashboard

The checkout dashboard is designed for frontline staff to quickly process customer loyalty transactions during service.

Accessing the Dashboard

Navigate to Staff Dashboard from the sidebar or bottom navigation bar. This page is optimized for both desktop and tablet use.

💡 Tip: On mobile devices, the Staff Dashboard is accessible via the bottom tab bar for quick access during busy periods.

Scanning Customers

Use the built-in barcode scanner to identify customers:

1. Click Scan or tap the scan button.
2. Point your device's camera at the customer's wallet pass barcode.
3. The customer's profile loads automatically.

Scanner Requirements

💡 Tip: If the scanner doesn't activate, check your browser's camera permissions in Settings. The scanner works best with the barcode centered in the viewfinder.

Customer Profile View

After scanning, you'll see:

Awarding Points

After identifying a customer:

1. Enter the transaction/invoice amount.
2. Points are calculated automatically based on your earn rate (e.g., 1 point per $10 spent).
3. Optionally select the outlet (if multi-outlet).
4. Confirm to award the points.
5. The customer's wallet pass updates via push notification.

💡 Tip: The earn rate is configured in Rewards Settings → Points. For example, if set to "1 point per $10," a $50 transaction awards 5 points.

Punching Cards

If the customer has active punch cards:

1. Select the punch card to punch.
2. Choose the number of punches to add (default: 1).
3. Confirm the punch.
4. If the customer completes the card, the reward unlocks automatically.
5. A confetti animation celebrates the completed card.

Punch Card States

Redeeming Rewards

When a customer wants to redeem:

Points Redemption

1. View their points balance.
2. Enter the redemption amount.
3. Confirm — points are deducted immediately.

Punch Card Rewards

1. See the "Reward Available" badge.
2. Click Redeem Reward.
3. Confirm — the reward count decreases.

Redeeming Welcome Offers

If the customer has an active welcome offer:

1. The offer details display prominently on their profile.
2. Verify the offer type (discount, free item, etc.).
3. Click Redeem to mark it as used.
4. The offer cannot be redeemed again.

⚠️ Important: Check the expiry date before redeeming. Expired offers show a warning badge.

Pending Claims Section

If self-service claims are enabled, pending claims appear in a dedicated section at the top of the dashboard. Staff can:

• View claim details and photo evidence
• Approve claims (points/punches awarded automatically)
• Reject claims with optional reason
• See duplicate claim warnings

Outlet Selection

If you're assigned to multiple outlets:

1. Use the outlet switcher in the top bar.
2. Select your current working outlet.
3. All transactions will be recorded against this outlet.
4. Customer visit tracking uses the selected outlet.

Keyboard Shortcuts

Troubleshooting

Scanner not working?

• Check camera permissions in browser settings
• Ensure adequate lighting
• Try cleaning the camera lens
• Refresh the page if the scanner freezes

Customer not found?

• Verify the barcode is a Cockato pass
• Try searching by name or email instead
• The customer may not be enrolled yet