Setting up a Business App configuration

A configuration decides how the Business App behaves on the devices linked to it: which screens staff go through, the limits on amounts, the currency symbol, how long screens wait before they close, and which gift card and prepaid actions staff can take. You can have several configurations, for example one per shop, and link each device to one of them.

Create or open a configuration

Go to Apps → Business App.
In the left menu, click Configuration.
Open an existing configuration, or click New configuration to create one.

New configuration creates one straight away, called My configuration, with the default for every setting. To give it a name, click Edit settings in the General section and change Name. Only admins can change configurations.

The configuration page is split into sections, and each section shows its current settings. To change a section, click Edit settings in it, make your changes and click Save changes. The Contact attributes section works differently, see Contact attributes.

Saving a configuration doesn't send it to the device straight away. See Send the changes to the device at the end of this article.

Devices

Under Linked devices, click Edit linked devices, pick the devices that should use this configuration and click Save changes. A device uses 1 configuration, so adding it here takes it off any other configuration. You can also see which configuration a device uses under Apps → Business App → Devices, in the device's Linked to configuration field.

How the timers work

Several settings are a number of seconds a screen waits before it closes and the app goes back to the home screen. They all work the same way:

The countdown starts when the screen opens.
Any tap on the screen restarts it from the beginning.
When it reaches 0, the transaction on that screen is closed and the app returns to the home screen.

Don't set a timer to 0. A screen with a timer of 0 closes the moment it opens. To see the countdown on a device while you test, turn on Debug mode on the device's page.

General

Name: what you call the configuration.
Use passcode and Passcode: a 4-digit code staff type on the device. Turning on Use passcode fills in 1234, so change it. The passcode is only asked where you've set Calculator flow to Passcode (in the Loyalty, Giftcard or Stripcard section). It doesn't lock the app itself or its settings screen. If you set a calculator flow to Passcode, always turn on Use passcode too, or staff are asked for a code that doesn't exist and can't continue.
Dismiss time: seconds the scan screens wait before they close. This covers the camera screen for loyalty, returns, rewards, prepaid, gift cards, stripcards and vouchers. It doesn't cover the scan screen that opens for a till transaction (that's POS dismiss time) or the screens after a transaction (those are the Endscreen dismiss time settings). The default is 30.
Contact overview screen: the layout of the screen that shows a contact after they're scanned. Automatic (recommended) picks the tablet layout on a tablet and the phone layout on a phone. Tablet and Mobile force one layout on every device.
Font size: Large makes the text bigger on the end screens and the contact overview. It only has an effect on tablets, or on a phone when Contact overview screen is set to Tablet.
Calculator size: the current app doesn't use this setting, so changing it has no effect.
Can go in sleep mode: Yes lets the device's screen turn off as set in the device's own settings. No keeps the screen on for as long as the app is open. The default is No.
Sound effects: Yes plays a beep when a card or code is scanned, with the camera or an external scanner, and a sound when a reward or voucher is claimed. Nothing else in the app makes a sound. No turns both off. The default is Yes, so a device without a configuration plays them too. The sound follows the device's media volume, and an iPhone or iPad plays it even with the silent switch on. If a device stays quiet while this is Yes, turn up the media volume while the app is open.

Which camera the device scans with isn't part of the configuration. Staff switch it on the device. See Switching between the front and back camera in the Business App.

Loyalty

Order of screens

Order of screens decides the steps staff go through when they start a loyalty transaction on the device.

Scan First: staff scan the contact's card, then type the amount.
Amount First: staff type the amount, then scan the contact's card. The transaction is booked as soon as the card is scanned.
Scan only: staff only scan the card, and the transaction is booked without an amount. The calculator settings below don't apply.
POS Flow (old): the app treats this the same as Scan First.

Transactions sent to the device by a linked till always open the scan screen, whichever order you pick. That scan screen shows the amount from the till, and there's no amount step.

The calculator

Calculator type: Purchase amount means staff type the amount the contact spent, with 2 decimals. Points means staff type a whole number of points, with no currency symbol and no decimals.
Calculator flow: what happens around the amount step.
- Default: after the transaction, the contact overview opens straight away.
- Overlay: after the transaction, the screen shows Scan complete! and waits. The contact overview opens when someone taps the screen. It has no timer. With Amount First, the overlay isn't shown.
- Passcode: the passcode is asked as soon as the amount screen opens, before staff can type anything. With Amount First, that's every time a transaction starts.
Calculator prefix: the currency symbol in front of the amount. You can type any symbol or text, such as £ or CHF. It's € until you change it. It's also the symbol on every prepaid screen, and in front of the till amount on the scan screen. It's a label only and doesn't convert amounts.

Limits

Max input amount: the highest purchase amount staff can type, in whole currency units. So 1000 means 1,000.00. The keypad stops at this amount, a message says the maximum is reached, and staff can't continue with a higher amount. The default is 1000.
Show warning amount: above this amount, the app asks staff to confirm the amount before it's booked. Staff can confirm or cancel, so it doesn't block the transaction. Also in whole currency units, and the default is 1000.
Max input amount retour: the most points staff can take back in one return. This is a number of points, not an amount of money. Set it to 0 to have no limit.
Lock time: seconds a contact has to wait after their last loyalty transaction in the Business App before they can get points again. It counts transactions on every device, not just this one, so a contact can't collect twice by walking to a second device. When a contact scans too soon, staff see an error. The default is 15. Unlike the other settings, a change to Lock time applies straight away, without updating the device.

Timers

POS dismiss time: seconds the scan screen stays open after a transaction arrives from your till. The default is 15.
Endscreen dismiss time: seconds the contact overview stays open after a loyalty transaction, a return or a reward claim. The same timer is used for the prepaid and voucher end screens. The default is 30. When it runs out, any profile details staff changed on the contact overview are saved.

New contacts

Allow Forgot Card: adds a Forgot card button to the scan screen, so staff can look up a contact by email address when they don't have their card. It's on the loyalty scan screen, the till scan screen and the voucher flow's scan screen. On the loyalty scan screen it only finds existing contacts. It doesn't register a new one.
Allow Anonymous Register: when staff scan a card that isn't linked to anyone yet, the app asks for the contact's email address. With this setting on, that screen gets a Skip button, so the card can be registered without an email address.
Endscreen flow: whether staff see the contact's subscriptions straight after registering a new contact. With Default, they don't. With Opt-In or Opt-Out, a screen lists the contact's subscriptions with a switch for each, so staff can change them with the contact before the transaction continues. The 2 options currently behave the same: which subscriptions start switched on comes from each subscription's own settings, not from this option. The screen isn't shown for existing contacts or anonymous registrations.

Giftcard

Calculator prefix: the currency symbol on the gift card screens. It's € until you change it, and it's separate from the loyalty one. See Changing the currency symbol in the Business App.
Calculator flow: Default goes straight to the end screen. Overlay shows Scan complete! first and waits for a tap. Passcode asks for the passcode when staff confirm the amount, before the gift card changes.
Endscreen dismiss time: seconds the gift card end screen stays open.
Max input amount: the highest amount staff can add or deduct in one go, in whole currency units. A deduction is also limited to the card's balance.
Functionalities: which buttons staff get after scanning a gift card. Top up only appears for gift cards that can be topped up, and Depreciate only when the balance is above 0. With neither selected, staff can only see the balance.

Prepaid

Functionalities: which buttons staff get after scanning a contact for prepaid: Top up to add to the balance, Depreciate to take from it. In the app, Depreciate is called Downgrade.
Use cashback: instead of moving the full amount, only a percentage of it moves onto the balance. Staff still type the purchase amount, and the app shows the new balance before they confirm.
- Cashback percentage: the percentage that moves, from 0 to 100. At 10, a purchase of 50.00 adds 5.00. At 0, staff can't enter an amount at all.
- Cashback functionalities: whether cashback applies to Top up, Depreciate or both. A functionality you leave out moves the full amount.

The prepaid screens use the Calculator prefix and Endscreen dismiss time from the Loyalty section.

Voucher

Order of screens decides how staff redeem a voucher when they start from the Voucher button or the Vouchers item in the side menu.

Scan Voucher: staff scan the voucher's code first, or type it in with Enter manually. If the voucher already belongs to a contact, it's redeemed straight away. If not, staff then scan the contact's card, and can use Forgot card or register a new contact. This first screen only accepts a voucher code: scanning a contact's loyalty card there doesn't work.
Scan Contact Identifier: staff scan the contact's card, and the contact overview opens on their vouchers. Staff pick the voucher to redeem from that list. Pick this when your vouchers are linked to contacts and contacts don't bring the code, for example a birthday voucher from an automated email.

Whichever you pick, the contact overview that opens after any scan, also after Claim or Save points, has a Vouchers tab where staff can redeem the contact's vouchers. See Setting up the home screen buttons in the Business App.

Stripcard

This section is only shown if your account uses stripcards.

Calculator flow: works the same as for gift cards.
Endscreen dismiss time: seconds the stripcard end screen stays open.
Max input amount: the highest number of strips a card can hold. It limits the card's total, not how many strips staff add at once. A card that already holds more is set back to this number when staff open it.

Contact attributes

Click Add attribute to choose which contact details, such as name or birthday, appear on the Profile tab of the contact overview in the app. You can drag them into the order you want, and use the pencil or lock icon to decide whether staff can change a detail or only see it. This section has no Edit settings button: click Update to save your changes. These details aren't asked when a new contact is registered.

In the app, staff change the details on the Profile tab. As soon as something changes, the app shows Save changes to save straight away and Discard to undo the changes, and marks each changed detail with an orange dot. Email addresses, web addresses and numbers are checked before saving: one that isn't valid is shown in red, and staff can't save until it's corrected. Details staff can only see have a lock icon and a grey background.

Changes that haven't been saved yet are also saved when staff leave the contact with Done, which reads Submit and continue while there are unsaved changes, or when the screen's timer runs out.

Delete a configuration

At the bottom of the configuration, under Danger zone, click Delete configuration and confirm. The devices that used it aren't deleted. They go back to the default for every setting until you link them to another configuration.

Send the changes to the device

The app picks up a saved configuration when it's reopened or brought back to the foreground. To send it straight away:

Go to Apps → Business App → Devices.
Open the device.
Click Actions → Update settings. The app has to be open on the device for this to arrive.

On the device itself, Settings → Fetch the latest settings does the same. The same screen's Settings info shows the settings the device actually received.

A device that isn't linked to any configuration uses the default for every setting, shows every contact detail on the Profile tab, and doesn't accept any passcode.