Web Dashboard Overview
What each section of the Xtarly web dashboard does — program, rewards, branches, coupons, menu, customers, analytics — plus the activation guide.
The Xtarly web dashboard is the control center for your loyalty program. From here you manage every aspect of your program: configure earn rules, create rewards, add locations, view customer data, and track performance.
Main sections
| Section | Purpose |
|---|---|
| Program | Configure how customers earn points, stamps, or tier progress. |
| Rewards | Create and manage the prizes customers can redeem. |
| Branches | Add and manage your physical locations and opening hours. |
| Coupons | Create one-time discount codes for promotions. |
| Menu | Upload and organize your digital product catalog. |
| Customers | Browse your customer base, view balances, and filter by segment. |
| Transactions | Full log of every earn and redeem event across all branches. |
| Redemption reconciliation | Rewards and coupons redeemed by day or date range, to reconcile your till and inventory with your point of sale. |
| Cashier | Web-based cashier panel for processing transactions from a browser. |
| Notifications | Automated birthday and win-back campaigns, plus segmented sends to the app and the wallet card. |
| Ratings | Stars and comments customers leave when signing up, with a path to Google reviews. |
| Analytics | KPIs, points flow, RFM segments, and top customers/rewards. |
At the bottom of the sidebar, outside your business's sections, sits Referrals: your personal code for recommending Xtarly to other businesses and seeing which ones signed up with it. It belongs to you as a user, not to the organization, so it doesn't change when you switch businesses.
Activation guide
If your program isn't live yet, the dashboard home shows the Get your program running guide: five steps to welcome your first customer today.
| Step | What you do |
|---|---|
| Put your logo on the card | Upload your logo and pick your colors so the card looks like your business. |
| Enroll yourself | Scan your own QR, sign up as a customer and save the card to your wallet: you see exactly what your customers will see. |
| Give yourself the first stamp from the register | From the Cashier app or the cashier panel on your computer, look yourself up and credit the first transaction. |
| Set up your team | Install Xtarly Cashier on the counter phone or invite your team. |
| Announce your program | Download your poster for the register and share your link over WhatsApp or social. |
Steps check themselves off as you go — the first-stamp one, for instance, completes when the transaction actually exists. You can hide the guide with Hide guide and bring it back later from Activation guide.
Email summary
Xtarly emails the owner the numbers for their business, with no need to open the dashboard:
- Daily summary — sent 30 minutes after closing, only if there was activity that day. It compares against the same weekday last week.
- Weekly summary — sent on the last day you open each week, replacing that day's daily summary. It compares against the previous week.
It carries counts based on your program type — new customers, recorded visits, stamps or points given, rewards and coupons redeemed — and never your customers' data. The closing time comes from your branches' opening hours; if none has hours, 22:00 is used.
You manage it in Settings → General, under Email summary:
| Setting | What it does |
|---|---|
| Daily summary / Weekly summary | Turns each one on or off for you. |
| Also send to admins | Only the owner sees it. By default the summary goes only to the owner; never to cashiers. Each admin can turn it off for themselves. |
| Business time zone | Used to work out your branches' closing time. The owner or an admin can change it. |
Every email also carries a link to turn that summary off.
Navigation
After logging in, you are taken to the Analytics dashboard. Use the left sidebar to navigate between sections. If your account has multiple organizations, use the organization selector at the top of the sidebar to switch between them.