To create benefits in your app, follow the steps below:
Navigate to the Benefits page. If you don't see the page, go to Locations > Settings > Benefits and enable the feature.
Create a benefit category by clicking the
(...)menu in the top right corner > "Create Category". Categories are used to group services by type.
Press the "See All" next to the category name to open the category page.
+icon in the top right corner to create a new benefit and configure it:
A picture with a 2x1 ratio
The title of the benefit
Summary of the benefit that appears below its title
Details about the benefit you want members to see on the app
Select which category the benefit belongs to
If enabled, the benefit will be prominently pinned at the top of the Benefits page
If enabled, your customers will be able to apply for a benefit
Can be set to either "Unlimited" or "Once"
CTA Button Label
Customize the call-to-action button by selecting one of the options
Enable it to send confirmation emails to your customers and the benefit provider
Create button after configuring your benefit to create it.
Location administrators can view all benefits applications by navigating to Benefits > pressing the "List" icon in the top right corner. The following data is available for every application:
The benefit title
Date and time of application
💡 Benefits are shared among locations. Editing and deleting the benefits in one location does the same action to the same benefit in your other locations. To restrict access to the benefit only for one location, please, enable the "Limited Locations" option for necessary benefits.