Setting up the home screen buttons in the Business App

The home screen buttons are the large buttons staff tap on the Business App's home screen to start something, such as giving points or redeeming a gift card. You choose which buttons there are, what they say, their colours and their order. The buttons are the same on every device of your account.

Add a button

Go to Apps → Business App.
In the left menu, click Homescreen buttons.
Click Add button, choose what the button does and click Add. The button's page opens.
Under Details, click Edit details, set the button's Text and click Save changes.
Under Appearance, click Edit appearance, set the Size, Text color and Background color, and click Save changes.

You can have 1 button of each kind, so the list only offers the kinds you don't have yet. A new button starts with a default text in lowercase, such as "save" or "redeem voucher", so change it to what you want staff to see. The colour pickers offer your brand kit colours.

Only admins can change the home screen buttons.

What each button does

Save points: starts a loyalty transaction, so the contact gets points. It follows Order of screens in the Loyalty section of the device's configuration: with Amount First, staff type the amount first; otherwise they scan the card first.
Claim: staff scan the contact's card and see the rewards the contact can claim. The contact's vouchers are on the Vouchers tab of the same screen.
Voucher: redeems a voucher. It follows Order of screens in the Voucher section of the configuration: scan the voucher first, or scan the contact first and pick the voucher. With Scan Voucher, this button only accepts a voucher code, so scanning a loyalty card here doesn't work.
Giftcard: staff scan a gift card to see its balance, and top it up or deduct from it.
Prepaid: staff scan a contact to top up or use their prepaid balance.
Stripcard: staff scan a stripcard to add or use strips.

What staff can do after scanning, such as whether they can top up, is set in the device's configuration. See Setting up a Business App configuration.

Redeeming a voucher with the contact's card

A voucher that's linked to a contact, such as one handed out by a birthday email or an automation, can be redeemed without scanning the voucher's own code. The email doesn't need a QR code for this. Every screen that shows a contact after a scan has a Vouchers tab with that contact's active vouchers.

Tap Claim, or Voucher when its Order of screens is Scan Contact Identifier.
Scan the contact's card.
Open the Vouchers tab. Started from Voucher, the screen already opens on it.
Tap the voucher, then tap Redeem.

Save points gets you to the same screen, but it books a loyalty transaction first. Use it when the contact is buying something as well, and open the Vouchers tab after the points are booked.

The bill on the till

Redeeming a reward, voucher, gift card, or prepaid balance in the Business App books it with us, but it doesn't change the bill on your till. Staff put the discount or payment on the till themselves.

If your till is connected through the Register API, it can send the purchase amount to the app. The app then opens the scan screen by itself, staff scan the contact's card, and the contact gets points for that amount without anyone typing it in. The app still doesn't put a discount on the bill.

Order and look

Order: drag a row on the Buttons list by its handle. The new order is saved straight away.
Size: changes the size of the text on the button, on tablets only. On a phone every button has the same text size.
Text color and Background color: the colours of the button.

On a tablet the buttons sit in a row at the bottom of the screen, on top of your narrowcasting images, with the round menu button on the left. With more than 4 buttons, the menu button moves to the top left. On a phone the buttons are stacked at the bottom of the screen.

To remove a button, open it and click Delete.

Returns has no home screen button. Staff open it from the side menu, behind the round menu button. The side menu always lists Vouchers, Prepaid, Giftcard, Stripcard, Returns and Settings, whether or not you use them, so the home screen buttons are the place to decide what staff see first.

When the device shows your changes

The app loads the buttons when it opens, and again each time it comes back to the foreground. To see a change straight away, close the app on the device and open it again. Update settings in the dashboard doesn't reload the buttons.

Link a device first

To link a tablet or phone to the Business App, see Linking a tablet or phone to the Business App.