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General Set-Up and Important Information.
By Miles and 1 other2 authors33 articles
- InsightsAccess and analyse your customer data in the business dashboard.
- Terms & ConditionsWhere to add the terms & conditions of your program
- Multi-Factor AuthenticationProtecting your user/administrative account with adaptive MFA
- Fraud Risk ReportThe Fraud Risk Report feature helps identify contacts whose loyalty activity is significantly different from your business's normal customer behavior. It assigns a risk score so you can quickly review…
- What can I ask the AI Assistant?Learn what you can ask Leat AI, with example prompts for loyalty, sales, products, rewards, reporting, and more.
- How to Exclude Products from Earn Rules When Using the Order APIIf you're using the Order API, you can exclude specific products or categories from earning loyalty points by configuring your Earn Rule.
- How to manage your notification emailsLearn how to choose which notification emails you receive, who receives them, and when they are sent.
- How to adjust your billing addressHow to adjust the billing address for your subscription
- How to view your subscription/contractThis article shows how to view your subscription/contract details, update your payment method, cancel your subscription, and download invoices.
- Subscription pricingAccess our pricing scheme.
- How to access & download past invoices/paymentsLearn how to easily access and download your past invoices and payment records with step-by-step guidance
- Prorated InvoicesExplaining prorated invoices on your account.
- How to adjust your payment detailsHow to adjust your payment details for your subscription
- How to cancel your subscriptionHow to cancel your subscription plan
- How to get insights into your token usageWhere to get an overview of token usage per feature
- How to change the currency in your dashboardAdjust the currency for your program.
- How to access beta featuresEnable beta features in the dashboard.
- How to change the address in your accountAdjust the address on your dashboard.
- How to change the language of your dashboardAdjust the language for your program.
- Creating and configuring subscription typesCreate, view and manage different marketing subscriptions.
- How to edit the e-mail preferences pageHow to customise the manage email preferences page for customers
- How to remove a user from your business dashboardHow to remove an administrative user from your business dashboard. (not for customers/contacts!)
- How to create a new user roleHow to create a new role for back-office users in your dashboard
- Changing the camera position in the business appAdjust the camera position in the business app.
- I want to enter the amount first and then scan the card. How do I do this?Change the scanning order for your business app.
- How to pair the business appLink the business app.
- How to link the Business App / Narrow Casting / ButtonsLinking and setting up your business app.
- How to edit the configuration of the business appCustomise your business app with a special configuration.
- I do not have a WiFi network in my company. How can I still use the Business App?
- Business App ProblemsFor all business app problems and inquiries, instructions to make sure users have the correct version.
- Business App Capabilities