The SNAPnTAP Management Dashboard was one of our first products. Back when COVID-19 hit, we were still in our very early days. We asked our partners to send their catalogs to us so we could upload them to SNAPnTAP ourselves using database programs like MongoDB. That certainly wasn’t a sustainable use of time. Plus, our partners needed a way to make changes and manage their catalogs. The Management Dashboard was built primarily to do just that.
Over time, we added hundreds of features, buttons, and actions our partners could leverage to manage, optimize, and scale their operations with SNAPnTAP. In this blog post, we highlight eight ways you can improve your operation with SNAPnTAP’s Management Dashboard.
Our dashboard was originally built to upload catalogs onto SNAPnTAP for customers to order from via QR code. Today, it is the foundation of selling across collaborative payment channels, and we have supercharged catalog management with a bunch of neat features.
For example, merchants can pre-schedule their catalogs to determine when customers can order. Or, as part of our collaborative platform, merchants can “share” their catalogs with other merchants to cross-sell each other’s products. The dashboard provides options to add, edit, delete, or archive items, assign pictures, set hours, and much more. Catalogs on the dashboard – and changes to them – reflect instantly on the Staff App, which staff use to make transactions.
A management dashboard isn’t complete without reports. That’s why it was one of the first screens we built after catalog management. Our robust reporting includes data on top metrics, sales, tips, product mix (PMIX) reports, transfers, payouts, and more. All data can be filtered by dates and exported into PDF or CSV format.
A SNAPnTAP partner told us they had to reach out via email to their prior point-of-sale system every time they needed a QR code made. This was shocking, because with SNAPnTAP’s dashboard, merchants can use our QR Code Hub to instantly generate QRs just by jotting down table numbers (or seat numbers, other identifiable locations, etc.).
Furthermore, each QR code comes with it’s own unique URL code for easy access if a customer’s phone camera doesn’t work. All QR codes can be edited, labeled, and downloaded for printing.
Merchants use the QR Code Hub to manage QR code ordering, one of SNAPnTAP’s collaborative payment channels included in our point-of-sale platform. QR codes can be especially effective for increasing sales when shared between multiple merchants, which can only be done via SNAPnTAP. Read more about that here.
The Staff App allows staff to take transactions through existing hardware like tablets and smartphones. In order to ensure the Staff App is accessible by the right people, we use the management dashboard to facilitate invites.
Merchants can add a staff member by adding their name and phone number. The individual will receive a text invite from the merchant to download the Staff App so they can take transactions, manage catalogs on the fly, and more.
SNAPnTAP gives merchants the opportunity to create a profile in order to spice up their brand on the Snap-n-Tap platform. It is especially useful for QR code ordering, which is more visual by nature, and a great channel for brand-building.
Merchants enter their business name, cuisine, brand story, website, and a classic profile picture to show off that beautiful logo. Other important information like tax rates, table numbers, and tipping defaults are accessible in the profile as well.
To save merchants money and maximize operational flexibility, TableTab is a software-only product that is powered by integrations with hardware and/or other providers like Square and Stripe.
The management dashboard provides a “one-stop-shop” for merchants to add new integrations and view and manage existing ones. For example, merchants can see which tablets or smartphones are currently integrated with SNAPnTAP. Merchants can also see which printers will receive SNAPnTAP orders. Square merchants will have access to our full Square integration and can review the status of the integration at any given moment.
Speaking of integrations, we recently rolled out data logs. Merchants can view integration events in the dashboard. As changes happen from connected sources, such as Square, they are updated across SNAPnTAP. To give insight and audit tracking on when these changes are happening, merchants can view each event and the affected object.
Integration data logs are one of our first publicly available data log features. We believe in giving our partners access to all of their data. More to come on this soon!
While the team at SNAPnTAP is on call 24/7 to support your operation and each merchant receives information during the onboarding process on how to contact us, we still provide various support channels in each of our software products.
The management dashboard features two digital support channels just a click away: