Your coach

Next to your lifetime value is a panel called From your coach. Each month it leaves a few short notes about what your numbers say and what to do about them.

How notes are chosen

On the first of each month, the coach looks at the previous 30 days of scans and card balances and picks the strongest few observations. Typical notes:

• Members who are one stamp from a reward and haven't visited in two weeks.
• Regulars who haven't been in for 30 to 60 days.
• A card that brings in members who never make a second visit.

Each note says what's happening, what's already running for it, and one thing to try. Where a broadcast would help, there's a Send a broadcast link straight to Push Notifications with the audience already chosen.

Dismissing a note

Click Dismiss on a note you've handled or don't want to act on. It fades out and is hidden for 30 days. A "dismissed" line at the bottom of the panel lets you Restore any of them.

Checked off

A note is checked off automatically once the numbers behind it improve, for example when those one-stamp-away members start visiting again. New notes arrive on the first of the next month.