Documentation

Web Dashboard Overview

A complete overview of the Xtarly web dashboard for business owners.

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

SectionPurpose
ProgramConfigure how customers earn points, stamps, or tier progress.
RewardsCreate and manage the prizes customers can redeem.
BranchesAdd and manage your physical locations and opening hours.
CouponsCreate one-time discount codes for promotions.
MenuUpload and organize your digital product catalog.
CustomersBrowse your customer base, view balances, and filter by segment.
TransactionsFull log of every earn and redeem event across all branches.
CashierWeb-based cashier panel for processing transactions from a browser.
AnalyticsKPIs, points flow, RFM segments, and top customers/rewards.

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.

Web Dashboard Overview | Documentation | Xtarly Rewards