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Dashboard Category Descriptions

Learn how to see detailed information about a Category’s setup

Your Dashboard is robust and may include numerous categories. To help keep track of what each Dashboard Category represents, Loyalsnap offers a tool tip that allows you to see the description of each Category. These are edited by the Loyalsnap team, so if you would like your description to be specific, just let us know and we can easily make the adjustment for you!

 

To see a Category’s description, follow the steps below:

  1. You’ll notice a small question mark ? icon (also known as tool tip) on each Category
  1. Click on the tool tip to see the Category description
    1. Notion image

  1. A pop up will appear with the Category name and description
    1. If your Category is associated with certain packages (or excludes certain packages), for example a trial offer, you will be able to see that information as well in that pop up.

      Finally, the tool tip will provide you with information on how long the clients will remain in that category before being removed.

      Notion image

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Things to Remember: If your studio changes or needs to add any packages to a Dashboard Category, please reach out to support@loyalsnap.com or via our contact form so that we can adjust your Categories as necessary If you would like to change the Category name, description or amount of time that a client remains in a Category, please reach out to support@loyalsnap.com or via our contact form so that we can make any adjustments as needed
 
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