🎓
Boomerangme knowledge base
  • Getting started
    • 🚀Introduction
    • ✅Getting started - Quick wins!
      • 🔁 Quick Win #1: Regular loyalty card setup
      • 🎫 Quick Win #2 Creating a coupon card to attract new customers
      • ✅ Quick Win #3: Importing existing customers and issuing loyalty cards
      • 🪃 Quick Win #4: Loyalty Cards Delivery by SMS and Email
      • 📲 Quick Win #5: How to Promote Your Loyalty Card with QR Code
      • 👨‍💼 Quick Win #6: Creating manager seats for salespeople in local stores
      • 👯‍♀️ Quick Win #7: Setting up a referral program
    • 🔑Login and registration
      • 🧑‍💻How to Register on Boomerangme?
      • 📱How to Login with Phone?
      • 📧How to Login with Email?
      • 🔁How to Recover your Account Password?
    • 📖Product presentation
    • 💰Affiliate program
  • Inspiration & Ideas
    • 💡Inspiration
    • 💎Use cases
      • 🔵Boomerangme + Facebook Ads
      • 🔵Boomerangme + Google Ads
    • 💼Case studies
    • 💲Loyalty ROI calculator
    • 💰Agency margin profit calculator
  • Cards creation
    • ✴️Stamp
    • 🎟️Multipass
    • 💰Cashback
    • 🎁Gift
    • 🎫Coupon
    • ❤️Membership
    • 💲Discount
    • 🎁Reward
  • How to install the card
    • 🍏iPhone (iOS)
    • 🤖Android
      • PWA cards on Android
      • Google Pay on Android
    • 🔁How to restore the card
  • Customers (CRM)
    • 👨Customer profile
    • 🔃Import / export
    • 🗃️Customer filters
    • 📊RFM analysis
  • Scanner app
    • 👀How it works
    • ⬇️Installation
    • ⚡Login in the scanner app
    • 📸Scan and make transactions
      • ✴️Scanner app – Stamp
      • 🎟️Scanner app – Multipass
      • 💰Scanner app – Cashback
      • 💳Scanner app – Certificate
      • 🎫Scanner app – Coupon
      • ❤️Scanner app – Membership card
      • 💲Scanner app – Discount
      • 🎁Scanner app – Reward
  • Managers
    • 🔃Manager (team member) seats Add / edit / delete
    • 👨‍💼Manager (team member) profile
  • Card distribution
    • 🏪Offline
      • 📸QR code
      • 📄Table tent
      • ⚪Stickers
    • 🌐Online
      • 🔗Link for sharing
      • 💬SMS delivery
      • 📧Email delivery
  • Push notifications
    • 👀How it works
      • 🍏iPhone (iOS)
      • 🤖Android
      • ⏳How long does it take for push messages to be received by our customers?
      • 📫Why aren't my customers receiving push messages?
    • 💬Push section
      • Marketing push
        • Sending messages to all customers
        • Sending messages to a segment of customers
        • Sending message to an individual customer
      • Transactional push
      • Geo-push
      • Push automation
        • Feedback collection
        • Next visit reminder
        • Birthday congratulation
      • Triggered auto-push
  • Mailings
    • 📧How to create and send a mailing
    • 🟢Ноw to connect WhatsApp Bot
    • 🔵How to create a facebook messenger bot on the facebook side
    • 🔵How to Create a Telegram Bot
  • Dashboard
    • 📈Dashboard
      • 🗺️How to Access the Dashboard?
      • 🎛️What does the Boomerangme Dashboard Include?
  • Feedback collection
    • ⭐Feedback collection
  • Referral program
    • 👯Referral program
  • Geolocations
    • 📍Geolocations
      • 🗺️How to Access Locations Section?
      • 📌How to Add a Location?
  • Settings
    • ⚙️Settings
      • 💳Plan
      • 🛠️Personal Settings
      • 🔗Integrations
      • 🪝Webhooks
  • ⭐Promo codes
  • White label
    • ⚪White label
    • 🌎Domain name
    • 📧Mailgun
    • 📧SMTP
    • 💬Twilio
    • 🔗Google tag manager
    • 💲Stripe
      • 🖊️Manage subscription
    • 💲PayPal
  • ⚙️Settings
  • Agency account
    • 💲Agencies
    • ⚡Sub-accounts
    • 💰Payments
    • 💱Plans
    • 🪧Agency Lаnding
  • 📖Presentation for Agencies
  • PROSPECTING
    • 🚀Richie, your AI Sales Copilot
    • 👨‍💼Prospecting
    • 📚Snapshots
    • 📧Setting up Mailgun Account
  • Franchise account
    • 🌎Franchise chains
  • MARKETPLACE
    • 🚀Create an Application
    • 🟢Shopify POS
    • ♦️Lightspeed POS
    • ⚫Square
    • 🍕GloriaFood
  • Integrations
    • 🟠Toast POS
    • 🟢HighLevel
      • Connect "Boomerangme" with GoHighLevel
      • How to install the Boomerangme plugin
    • 🔵ActiveCampaign
    • 🔵Manychat
    • 🔵UChat
    • ⚫Square
    • 🟢Shopify
  • 🔵Wordpress Woocommerce
  • API
    • 🔗API docs
    • 🪝Webhooks
    • 🟠Zapier
    • 🟢Pabbly
    • 🟠Integrately
    • 🔵KonnectzIT
    • 🟠Albato
    • 🟣Make.com
  • Tutorials
    • 📺Video tutorials
  • Support
    • 🆘Intercom chat
    • ❓FAQ
    • 🍀AppSumo
    • 🗺️Roadmap
    • ✨Community
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  1. Managers

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Last updated 1 month ago

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  1. Upon successful login, navigate to the left-hand menu.

  2. From the list of modules displayed, click the icon. Doing so takes you to the Managers screen.

  1. Here, information for all existing managers is tabulated via a number of columns that include User Name, Created, Notes, Location, and Status.

  1. Clicking the username of a manager displays the details of the selected manager profile. Here, the basic details of the selected manager profile are displayed via separate tiles under the Manager Profile heading. They include Name, Registration Date, Status, Location, Number of Transactions, and Last Transaction Date.

  1. Next up is the Information section where the details of the manager account are displayed in editable view.

  1. Once you have edited the required fields, click the Save button.

  1. At the end is the Last Transactions grid. Here, the last transactions of the manager are tabulated via several columns that include User Name, Date, Phone, Device, Template, Event, Amount, and Balance.

  1. To create a manager profile, click the Add Manager button from the bottom of the Managers grid or from the Create Manager tile.

  1. This opens the Add Manager popup for the details of the manager to be recorded. Here, enter the full name of the manager in the Full Name field.

  1. Enter the email address of the manager in the Email field.

  1. Use the Contact Number field to enter the contact number.

  1. Create a password for the manager profile using the Password field.

  1. For confirmation, re-enter the created password in the Repeat Password field.

  1. Select the location for the manager profile using the Location dropdown. All created locations populate in this dropdown.

  1. Record any additional instructions in the Notes field.

  1. In case you do not want to send access invitation to the manager via email, disable the Send access to email toggle.

Edit Manager

  1. Upon landing on the Managers grid, click the pencil icon located at the end of the row for the manager whose profile you want to edit.

  1. This opens the Edit Manager popup. Here, all the fields holding information are displayed in an editable view.

  2. Once you have made the required changes, click the Save button. This saves the changes you made and closes the Edit Manager popup.

Once the details are recorded, click the button. This creates the manager profile and displays it in the Managers grid.

📊
Managers
Managers
Managers
Manager Profile
Information
Save
Last Transactions
Add Manager
Full Name
Email
Contact Number
Password
Repeat Password
Location
Notes
Send access to email
Add Manager
Edit
Save