What a business profile is in Leat

Your account is divided into business profiles. A business profile is one part of your business: a shop, a webshop, a department, a head office. Almost everything we record happens at one of them, which is why they're worth getting right before you connect a till or run your first campaign.

You'll find them in your account settings: click the gear icon at the top right of the dashboard to open Settings, then click Business profiles under Management. That page has two sections: Profiles, the list of them, and Groups, which is how you bundle profiles together.

Your account already has one

We create a business profile for you when your account is set up. It's a Headquarters profile named after your company, and it picks up the website, phone number, city, country and postal code you gave at sign-up. If you run a single location, that one profile may be all you ever need.

What a business profile is used for

A business profile is what a transaction is recorded against. Points issued, a reward redeemed, a gift card sold or topped up, a prepaid transaction, a stamp on a stamp card: each one stores the profile it happened at. That's what lets you filter Loyalty → Transactions by business profile, and break figures down by business profile in Data → Insights, instead of seeing one number for the whole account.

It's also what the rest of the product points at:

• A device running the Business App is linked to a profile, so what staff scan there is recorded in the right place.
• POS, reservation and webshop integrations map each of their own venues, restaurants or shops onto a business profile.
• Automations, campaigns and recurring emails that issue points or a prepaid transaction ask which profile is issuing them.
• Redeeming a voucher by hand asks which profile the redemption belongs to.
• Contacts build up a list of the profiles they've been active at, shown as Business profile on the contact's Activity page.

The six types

You pick a type when you create the profile, and it can't be changed afterwards. If you picked the wrong one, create a new profile and deactivate the old one.

• Headquarters
• On site
• Webshop
• Department
• Space
• Point of Sale

The type shows in the Type column of the profiles list, so you can tell your locations apart at a glance. It also decides where a profile can sit in your structure, which is the one thing it changes about how a profile behaves.

Putting profiles under each other

Your profiles form a tree with your Headquarters at the top. Every profile except the Headquarters can be placed under another one, and its type decides which:

So a Department can sit in an On site location, and a Space or Point of Sale in a Department, but not the other way round. A link that doesn't fit is refused.

There are two places to set it:

• On the profile's own page, under Details: click Edit details, pick a profile in Belongs to / Falls under and click Save changes. The list only offers profiles the type allows.
• In the Schema view: click a profile to open its panel, pick a profile under Linked to and click Save changes. The help text under the field lists the types it can be linked to. Open profile takes you to the profile's own page.

Links made before these rules existed stay in place until you change them. In the Schema view, such a profile is marked as linked outside the hierarchy, and its panel asks you to pick a new parent.

The Schema button above the profiles list draws the structure as a diagram, starting at your Headquarters profile. A profile you haven't placed under another one is drawn under the Headquarters. The second tab, Map, plots the profiles whose address could be placed on the map.

Groups

A group is a set of business profiles that other parts of the product can point at in one go. Gift card programs and stripcard programs are both scoped to groups, so a group is how you say "this gift card works at these 4 shops and not the other 2".

Three kinds of group appear under Groups:

• One created automatically for each profile, holding just that profile. It's listed under the profile's own name, or as Name | (Reference) when the profile has a reference.
• One called ALL, holding every profile in the account.
• The ones you create yourself.

Only the ones you create yourself can be renamed, have profiles added or removed, or be deleted. To make one, click Add group, enter a Group name and click Create. The group opens: click Edit details, pick the Profiles that belong to it and click Save changes. To delete a group, remove its profiles first.

What a business profile isn't

It isn't a user. A profile is a place; the people who sign in to your dashboard are managed separately under Settings → User management.

It also has no opening or operating hours. There's no field for them on a profile, and nothing in the product reads them.