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
| 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. |
| 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. |
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.
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.