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The main dashboard shows your loyalty program’s activity at a glance. It loads automatically when you log in.
Qtap dashboard home showing four stat cards outlined, the Issue Points button in the top right, the Activity Overview chart, and the Quick Actions card

The dashboard home: the four stat cards, the Activity Overview chart, and Quick Actions.

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Stats cards

Four cards sit at the top of the page:
  • Total Members: every customer who has joined your loyalty program.
  • Active Members: members with any activity in the past 30 days. Earning, redeeming, and a check-in scan all count.
  • Stamps Issued or Points Issued, depending on your loyalty type: everything your program has issued since it started.
  • Rewards Redeemed: every reward your customers have claimed since the program started.
The big number on each card is a running total for the life of your program. The small badge beside it measures something different: it counts how many stamp, point, or redemption events happened in the last 30 days against the 30 days before that, so the two figures often move in opposite directions.
The four dashboard stat cards, with the Points Issued total of 797 and its red 20% badge each outlined

Golden Crust Bakery has issued 797 points in total (left outline), while the badge (right outline) reads 20% down because the last 30 days carried four earning events against five in the 30 days before.

A lifetime total never falls, so a red badge sitting next to a number that keeps climbing is normal. When nothing changed between the two periods the badge is hidden, and when the earlier period was empty it reads 100%. The Total Members badge follows the same rule on new sign-ups rather than on the total itself. On a stamp card program the third card counts stamps instead.
Dashboard stat cards on a stamp card account showing Stamps Issued 38 with a 244 percent badge

The same row on a stamp card account: Stamps Issued in place of Points Issued.

If you run more than one branch and pick one in the top bar, the issued and redeemed cards count that branch alone while the member counts stay across every branch. The page says so in small text under the welcome line. See Switching between branches.

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Activity Overview chart

Below the stat cards, the Activity Overview chart covers the last 30 days. Hover any point to see that day’s figure. A stamp card program draws two counts: stamps issued and redemptions. A points program draws points earned above the zero line and points redeemed below it, so a day with a redemption shows as a dip rather than a second hill. The chart follows earning and redeeming only, so bonus points and manual adjustments never appear on it.
Activity Overview area chart over 30 days with points earned above the zero line and a redemption drawn below it

The Activity Overview chart on a points program. The trough is a redemption day, drawn below the zero line.

If nothing has been recorded yet, the chart shows “No activity data yet” and a link to your detailed analytics.

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Quick Actions

The Quick Actions card holds four shortcuts:
  • Create Stamp Card (or Create Points Program on a points account) opens the card or program form.
  • Generate QR Code opens your QR Codes page.
  • Create Campaign opens the campaign wizard.
  • Invite Staff Member opens your Staff page, where the Invite Staff button lives.
Quick Actions card with Create Points Program, Generate QR Code, Create Campaign, and Invite Staff Member buttons

Quick Actions. Each button jumps to that task.

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Recent Activity

The Recent Activity feed lists your ten most recent transactions and refreshes itself about every 30 seconds. The Recent Activity feed covers what it counts and what it leaves out.

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Issue Stamp and Issue Points button

The button in the top right opens a dialog titled Issue Points (or Issue Stamp) with a Find Member box that takes a phone number, email, or member code. On a phone the same button repeats at full width under the stat cards.
Issue Points dialog with a Find Member search box outlined, containing a member code

The Issue Points dialog. The Find Member box accepts a phone number, email, or member code.

This dialog does not issue anything, and it does not find anyone. Whatever you type, Qtap drops the search and sends you to the Members page with the search box empty and every member listed. The Members page has no button for adding a stamp or points either. Use Stamp Operations or Points Operations instead.
Members page reached from the Issue Points dialog, with the empty search box outlined and every member row still listed

After searching for one member code, the Members page opens with an empty search box and all four members listed. Customer names and contact details are covered here.

To add a stamp or points by hand, open Stamp Operations or Points Operations in the sidebar, search for the customer there, and confirm. Those pages check your program rules and write the transaction properly. See Issuing stamps manually and Awarding points.

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Trial Impact card

During a trial, a Trial Impact card appears between the Getting Started checklist and the stat cards, titled with how many days you are into the trial. It shows customers enrolled, stamps or points issued, and rewards redeemed. Once any of those pass zero, the card adds a line about keeping your Growth features. It stops appearing once you subscribe.

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Getting Started checklist

If your setup is unfinished, a checklist appears between the welcome header and the Trial Impact card. Completed tasks show a green checkmark, and the rest show an arrow that takes you to that section. The checklist disappears once every step is done, or you can dismiss it with Skip.
On trial accounts each checklist task carries a bonus day. After finishing a task, click Claim +Xd next to it to add the days. They are not added for you.

Welcome to Qtap

Overview of how Qtap is organized and what each section does.

Your First Loyalty Program

Create your first stamp card or points program.