The Loyalty App
A tour of the admin app — the dashboard, patient profiles, logs, uploads, referrals, earning rules and settings — and who does what where
Your till and website talk to the platform over the API; your people use the loyalty app. This page walks the sidebar top to bottom so you know where each job is done.
The Sidebar
Menu | What it is for |
|---|---|
Home | The dashboard: points earned, redeemed and expired over a date range, per centre |
Patient Profile | Find a member by mobile number, then reward, redeem, reverse, and read their history |
Referrals → Programs | Referral programs and the capture fields every referral records |
Referrals → Leads | Every referred lead by stage, the Add lead dialog, DPDP consent |
Referrals → Review | The review queue: conflicts, fraud holds, approvals — and what was recently decided |
Referrals → Analytics | The referral funnel, net points cost and the cross-program portfolio |
Referrals → Referrers | The leaderboard and referrer segments — top, one-and-done, lapsed |
Upload accruals | Credit points to many members at once from a bill export |
Logs | Tenant-wide accrual, redemption, expiry and message logs, with export |
Settings → Loyalty | The seven settings tabs: Redemption, OTP, Accrual, Notifications, Centres, Earning caps, Referral |
Settings → Earning rules | The rules that decide how many points a bill earns |
Settings → Fraud rules | Referral fraud detection and the open fraud holds |
Home
Pick a date range (the last seven days by default) and, optionally, a centre. The cards show accrual points and transactions, redemption points and transactions, and expired points; the chart plots the three over time; the table breaks points down by centre.
Patient Profile
Search by country and mobile number. A found profile shows the member's details — mobile, email, member ID, member since, referral code, favourite centre — with Points Earned, Member For and Available Points up top, then four tabs: Accrual logs, Redemption logs, Expiry logs and Messages (WhatsApp and API). Three actions live here:
Action | What it does |
|---|---|
Reward | Enter the bill — number, amount, date, centre, optionally the items, discounts, tax, payment method, channel and your own fields — then Calculate points to preview what the earning rules award, and Confirm reward to credit them |
Redeem points | Lock the points to spend (per centre when points are centre-specific), enter the one-time code if your tenant asks for one, then Confirm redemption — or Release points to cancel |
Reverse | On a redemption row: return some or all of the points to the member with a reason |
Every list has an Export button that emails the data.
Logs and Uploads
Logs shows the same four tabs across all members, filtered by phone, dates, centre and message status. Upload accruals takes a CSV or Excel sheet (download the template from the page) with one row per bill line; rows sharing a bill number form one bill, the earning rules work out the points, and the page tracks the sheet through Queued, Crediting and Done with counts of what was credited, already credited, matched no rule, or failed. Bills already credited are skipped on a re-upload, so nothing doubles up.
Referrals
The five Referrals pages are walked through on Working the Referral Desk; how programs are built is on Programs & Milestones. A member's referral side — who referred them, whom they referred, their journey through the milestones — sits on their profile, reached from any referral list.
Settings
Settings → Loyalty is catalogued tab by tab on the Settings Reference; earning rules on Earning Rules; fraud rules on Approvals & Fraud Review. Saving settings and rules requires an administrator account.
One login, every page
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