Know Who Actually Brought Them In
Every scan is recorded under the login of the person who made it, and every member of staff can have a sign-up code of their own. That turns the loyalty data you already collect into a per-person picture of who builds the list.
The Screen Where All of This Shows Up
This is the Managers list in your dashboard. Click any name to open that person’s profile — their location, how many transactions they have made, when the last one was, and the transactions themselves.
Example data. Every field above is a field the real Managers screen has — the list columns, the profile cards, and the transaction table underneath.
Four Steps, and the Data Collects Itself
Nobody fills in a timesheet and nobody counts anything by hand. Each of these is a setting you touch once, on the day a person joins.
Give each person their own login
Name, email, phone and a password. There is a location dropdown too — optional, but fill it in if you have more than one address, because it decides which cards that person can serve.
They serve customers under it
Every stamp, point, reward and redemption made from that login is stored with their name on it. The Scanner App runs in a phone browser, so this costs no hardware and no app install.
Give each person a sign-up code
A UTM link comes with its own URL and QR code, and installs are counted against that tag. Print one per person and you can see who actually asks customers to join, rather than who says they do.
Read it back whenever you like
Each profile shows the location, the number of transactions, the date of the last one, and the recent transactions underneath — with the amount, if your staff type it in at the scan.
What Is Recorded, and What Is Up to You
Being clear about this before you promise anyone a bonus saves an awkward conversation later. The left column happens on its own. The right column happens because you do it.
Recorded automatically
- Which person made each transaction
- How many transactions each person has made
- When their last one was, and what it was
- Which location they belong to, if you set one
- How many cards were installed through their code
- The amount on each transaction — when staff type it in
Yours to decide and run
- The target: what a good week looks like for each role
- The reward: a bonus, a gift card, first pick of shifts
- The leaderboard: a printed sheet, a group chat, a whiteboard
- The rules of any contest, and when it ends
- The rhythm: who opens the list, and how often
- The conversation that follows a bad week
Three Teams This Is Really For
If one person does every scan, you already know the answer. This is for the places where several people serve the same customers.
Shops with shifts
One counter, four people
The gap between your best shift and your worst is usually about who bothers to ask. Per-person sign-ups tell you which shift that is.
Salons and studios
Every chair has regulars
Per-person numbers show who is quietly building a following and who is serving whoever happens to walk in that day.
Chains with branch managers
Read it by branch too
Assign people to their location and every number reads by branch as well as by person — without handing anyone the keys to the whole account.
Six Things That Decide Whether the Numbers Mean Anything
All six are set once. Get them wrong and the team list is decoration; get them right and it is the most honest report in the business.
One login per person
A shared “counter” login makes every number in this page meaningless. It is the single thing that decides whether any of this works.
Set the location
The dropdown is optional, and skipping it means that person can service every card in the account. In a chain, fill it in for everyone.
Type the amount at the scan
Three seconds. It is the difference between knowing who served the most people and knowing who served the most value.
Managers cannot create reports
Staff can be given a lot of access, but reporting is not part of it. Reading the numbers stays with the main account, which is usually what you want.
Decide what kiosk mode is signed in as
A self-service tablet sits on one account, so everything scanned there lands under that login rather than under whoever was serving.
One sign-up code each
Same card, one link per person. It costs nothing, needs no duplicate card, and it is the only way to see who brings new customers in.
Four Ways to Turn This Into a Bad Week
Per-person numbers are powerful in the wrong direction too. These are the mistakes worth avoiding on purpose.
Ranking by raw transactions
Whoever works the lunch rush wins, every time, regardless of how well they serve anyone. Compare like with like: same shift, same branch, or use sign-ups per shift rather than totals.
Using the list to catch people out
The moment staff believe the scanner is a surveillance tool, sign-ups stop happening at the till and start happening in the back office — on paper, badly, or not at all.
Promising a bonus you never check
A contest nobody follows up on is worse than no contest. Pick the day you read the list, tell the team which day it is, and keep it.
Letting one person sign everyone in
“Use mine, it is already open” is how a whole month of data ends up under one name. Two minutes creating logins beats a month of numbers you cannot trust.
Find Out Who Is Really Building the List
A login for each person, a sign-up code each, and a list you can read on a Monday morning. It is part of the platform rather than an extra, and the trial needs no card.