Business Portal

Reporting

• How can I generate a Liability Report for outstanding Gift Card balances for my Business
• Understanding transaction filters on your Business Portal
• How to set up an automated report that goes to your email inbox
• Export Data
• Viewing Taxes reports
• How to Export a list of your Customers?
• Analysing Product (Item) sales with LoyLap reporting
• Getting a report on Bundle(s) sales within a period
• Creating and exporting a transaction report
• Understanding Your Multi Use Voucher Report
• View and export order transaction reports
• Understanding Your Balance Report
• Understanding Your Liability Report
• Understanding your Gift Cards Report
• How to view a customer's recent transaction history on your business portal.
• Using the Orders Report to track Experiences Vouchers

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Campaigns

• Automatically apply special offers to specific customers
• Encourage customers to load funds for your business with a top-up reward (transaction type reward)
• Setting Limits & Budgets on Campaigns
• How to view the success of your Campaigns
• How to target a Campaign at a particular customer or group of customers
• Push Notifications on Campaigns
• How to create a birthday Campaign

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Customising Your Business With LoyLap

• Edit Business Logo and App images
• Add a Branch
• Change Business Loyalty
• Adding a Custom Link to Your LoyLap or Branded App
• How do I set up online payments with LoyLap? (Stripe)
• Modify your email templates
• Changing a Branch Address

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Adding Accounts

• Add a New User/Customer
• Bulk upload new customers
• Adding a new Employee

Getting Started

• I can't log in to my LoyLap business dashboard
• How to setup your payment gateway with Judopay
• How to connect an AIBMS or First Data Connect eCommerce account? (For Upfront)
• Setting up Upfront
• Why is my Account Locked?
• Connecting your payments MID (Merchant ID) to accept payments online
• Setting Up Tiered Loyalty
• How to: Set Up Recurring Billing On Your Business Portal
• Adding your Authipay Payment Gateway credentials within your Merchant Dashboard
• Your Business Dashboard

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Editing Accounts

• Creating & Assigning Customers to Roles
• How to change your Plan
• Bulk Update Customer Balances
• How to update an account with the Merchant Web App
• Change Personal Loyalty Reward
• Managing accounts from your Merchant Page
• Disabling a Customers Lost Gift Card
• Allowing an Overdraft on a Customers Account
• Edit Cards which are linked to customer accounts

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Transactions

• Refunding a Payment from the LoyLap Dashboard using Judopay
• Refunding Using Clover Ecommerce

Billing

• How to view your invoices via the Business Portal