Onboarding Step-by-Step Guide

Welcome on board! 

This step-by-step guide is designed to provide you with all the necessary information to start using the dashboard in the most efficient way possible. 

1. Access the Admin Dashboard here.
2. Make sure you've added our information to your company's allow list and accept list.
3. Add your people's profile.
4. Reward Credits (for Snappy customers - points) /Gifts to your people.
   1. Activate the Peer-to-Peer feature.
   2. Activate the Rules (for Snappy customers - Automations) to reward people automatically.
   3. Activate the Reminders to ensure that people are using their credits (points).
5. Notify your people. 
   1. From the Dashboard.
   2. From your email - Check out these email templates.
6. View data on your store's performance and operations.
   1. Download reports to keep track of the credits (points)/gifts rewarded and orders placed.

For more information, check out our Help Center.