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.
Press the
+icon in the top right corner to create a new benefit and configure it:
Cover photo | A picture with a 2x1 ratio |
Title | The title of the benefit |
Subtitle | Summary of the benefit that appears below its title |
Description | Details about the benefit you want members to see on the app |
Category | Select which category the benefit belongs to |
Featured | If enabled, the benefit will be prominently pinned at the top of the Benefits page |
Application | If enabled, your customers will be able to apply for a benefit |
Application Allowance | Can be set to either "Unlimited" or "Once" |
CTA Button Label | Customize the call-to-action button by selecting one of the options |
Confirmation Email | Enable it to send confirmation emails to your customers and the benefit provider |
Press the Create button after configuring your benefit to create it.
Track applications
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
Applicant's name
💡 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.