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Documentation Index

Fetch the complete documentation index at: https://docs.trybeans.com/llms.txt

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The History section in the Beans app provides merchants with a comprehensive record of every transaction that occurs in their Beans account for every customer. This feature allows for detailed tracking and management of customer interactions with the rewards program. It offers a full history of all transactions, including points earned, redeemed, and expired. Merchants can filter transactions by type, allowing for a better review of specific transaction types. This helps in analyzing customer behavior and the effectiveness of different reward strategies. It can be used to get insight into customer activity and reward program performance. To access the history of transactions, follow these steps:
  1. From the Beans admin dashboard, navigate to the History page.
  2. Use the filter options to narrow down the transactions by type.
  3. Review the transaction details and gain insights into customer behavior.

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Managing transactions

It is important to note that recorded transactions cannot be edited or erased unless the customer’s account is deleted. This ensures the integrity of the transaction history and provides an accurate record of all customer interactions.

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Member-specific transactions

To view a list of specific transactions for a member, go directly to their profile through the Members section. This allows for a focused review of an individual customer’s transaction history, making it easier to manage and address any issues.