PuntiSmart · Gestione

8 journeys · 32 of 32 screens
← PuntiSmart demo  ·  Demo · the PuntiSmart user

Running the circuit from Gestione

What the PuntiSmart team sees and does on puntismart.it: the health of the business, every shop's subscription, the plans on sale, and who to phone today. Each journey is a real walk through the app on demo data — one screen, one sentence.

1

I open Gestione and see how the circuit is doing

The one screen that answers “is the business healthy today”, and the two lists it opens.

  1. puntismart.it/accedi/
    The PuntiSmart login on the public host

    01 The PuntiSmart login on the public host: the PuntiSmart team and shop owners sign in here, customers never do.

  2. puntismart.it/
    The home answers the one question at a glance

    02 The home answers the one question at a glance: monthly revenue of €236 from four paying shops, two at risk, one cancellation in the last 90 days, and 9 negozi · 4 da seguire in the lede.

  3. puntismart.it/negozi/?stato=a-rischio
    Opening the A rischio tile

    05 Opening the A rischio tile: Stai guardando: A rischio says what the list is, and the two shops that need a call today — Palestra Olimpia In ritardo and Pizzeria Vesuvio Sola lettura — each with plan, member count and creation date.

2

A new shop joins

Operations creates a shop for an owner who signed up by phone; the owner is invited, the shop exists at once.

  1. puntismart.it/negozi/nuovo/
    The whole new-shop form, filled in

    02 The whole new-shop form, filled in: Panificio Bianchi, the owner's email, the plan ladder in price order (Base, Pro, Completo) with today's price frozen for good, and the choice between Raccolta punti and Cashback.

  2. puntismart.it/negozi/panificio-bianchi/
    The shop exists at once

    03 The shop exists at once: Negozio creato. L'invito è stato inviato., a trial to 28/09 with Carta di pagamento: Non ancora, Pro at €49 frozen, the starter reward Un premio a scelta a 100 punti, the owner at Invito in sospeso, and the data-processing agreement still to register.

  3. puntismart.it/negozi/panificio-bianchi/accordo/
    Registering the signed data-processing agreement is a deliberate step dated today

    04 Registering the signed data-processing agreement is a deliberate step dated today: until it's done the shop cannot add new customers, while the ones it already has keep earning and redeeming.

  4. puntismart.it/negozi/
    The shop list at 10 negozi

    05 10 negozi: the new shop is in the book at In prova · Pro · 0, alphabetically among the nine that were already there.

3

A shop's subscription over time

What Operations sees at each stage of a shop's life — trial, paying, late, read-only, cancelled — on five shops that are each at one stage.

  1. puntismart.it/negozi/libreria-il-segnalibro/
    A trial: Libreria Il Segnalibro

    01 A trial: In prova · Prova fino al 16/09 · Carta di pagamento: Registrata, the price frozen at €29, Cambia piano open, and the lede counting 6 clienti.

  2. puntismart.it/negozi/bar-rossi/
    Paying: Bar Rossi

    02 Paying: Attivo · Prossimo rinnovo il 08/10, Base at €29, and the Eventi add-on at €7 a month billed alongside the plan.

  3. puntismart.it/negozi/palestra-olimpia/
    Late: Palestra Olimpia

    03 Late: In ritardo · In ritardo dal 09/09 · Sola lettura dal 23/09 — the 14-day clock started when the last invoice failed; Cambia piano is gone and only Disdici l'abbonamento stays.

  4. puntismart.it/negozi/pizzeria-vesuvio/
    Read-only: Pizzeria Vesuvio

    04 Read-only: Sola lettura · In ritardo dal 25/08 · Sola lettura dal 08/09 — the grace period ran out; 12 clienti and a live Cashback sulla spesa 5 % behind a subscription that stopped paying, so the shop still scans and pays out but can't enrol, send, configure or export.

  5. puntismart.it/negozi/fioreria-petali/
    Cancelled: Fioreria Petali

    05 Cancelled: Disdetto · Disdetto il 25/08, every add-on says Serve un abbonamento aperto, the only door is Riattiva l'abbonamento, and the lede still counts 8 clienti — members, points and cards are all still there.

4

Who to phone today

The attention list is a to-do list: each row names why, and the shop's page shows what I can do about it.

  1. puntismart.it/
    Negozi da seguire is the day's to-do list

    01 Negozi da seguire is the day's to-do list — 5 da chiamare oggi, in priority order: Pizzeria Vesuvio Sola lettura (stopped paying), Palestra Olimpia In ritardo, Libreria Il Segnalibro In prova ending on the 16th, and two Senza staff — Gelateria Nonna Lia and the Panificio just created.

  2. puntismart.it/negozi/gelateria-nonna-lia/
    The owner never came in

    03 The owner never came in — Invito in sospeso, Collaboratori 0, a trial with Carta di pagamento: Non ancora — so I press Reinvia l'invito and the page confirms Invito inviato di nuovo.

5

I change a shop's plan, stop one, win one back

The three subscription actions Operations owns, each with its confirmation and its result.

  1. puntismart.it/negozi/bar-rossi/abbonamento/piano/
    Bar Rossi oggi è su Base a 29,00 € mensile

    01 Bar Rossi oggi è su Base a 29,00 € mensile: the page says the change starts now, the difference goes on the next invoice, and an add-on the new plan includes is dropped; Pro and Completo are the two choices.

  2. puntismart.it/negozi/bar-rossi/
    Bar Rossi after choosing Pro

    02 After choosing Pro: Piano cambiato… Tolti perché compresi nel nuovo piano: Eventi; the plan now reads Pro at €49 and Eventi has become Compreso nel piano.

  3. puntismart.it/negozi/palestra-olimpia/abbonamento/disdici/
    Cancelling the late Palestra Olimpia

    03 Cancelling the late Palestra Olimpia: payment stops at once, nothing is deleted, the shop keeps recording visits and handing out rewards, and it can be reactivated at any time.

  4. puntismart.it/negozi/fioreria-petali/abbonamento/riattiva/
    Winning Fioreria Petali back

    05 Winning Fioreria Petali back: it returns with all its members and points, and gets 14 days to pay before it goes read-only again.

  5. puntismart.it/negozi/fioreria-petali/
    Fioreria Petali after the reactivation

    06 After confirming: Abbonamento riattivato; the panel reads In ritardo · In ritardo dal 14/09 · Sola lettura dal 28/09, and Cambia piano stays hidden until they pay.

6

A shop's modules, add-ons and SMS credits

Everything a shop has beyond its plan, and how Operations turns it on, off, and tops it up.

  1. puntismart.it/negozi/bar-rossi/
    The Moduli panel on Bar Rossi, still on Base

    01 The Moduli panel on Bar Rossi, still on Base: what's in the plan (Messaggi · Compreso nel piano), what's bought on top (Eventi · Attivo, venduto a parte · 7,00 € al mese), and what's off, each with its monthly price and an Attiva button.

  2. puntismart.it/negozi/bar-rossi/
    The Crediti per i messaggi panel

    02 The Crediti per i messaggi panel: 1.047 SMS still sendable and Ultimo accredito: 1.000 · ricarica, il 04/09 — the shop bought a pack ten days ago and has been sending since.

  3. puntismart.it/negozi/libreria-il-segnalibro/
    Libreria Il Segnalibro after Attiva Eventi

    03 After pressing Attiva Eventi on Libreria Il Segnalibro: Modulo attivato per questo negozio, and the row now reads Eventi · Attivo, venduto a parte · 7,00 € al mese, billed with the plan at the same date.

  4. puntismart.it/negozi/libreria-il-segnalibro/crediti/
    Libreria Il Segnalibro ha 94 crediti

    05 Libreria Il Segnalibro ha 94 crediti: adding 200 credits by hand, with a reason the shop reads in its own ledger, and the sentence above the form says the ledger only ever adds.

  5. puntismart.it/negozi/libreria-il-segnalibro/
    Libreria Il Segnalibro after the credits are added

    06 After confirming: Crediti aggiunti.; the balance reads 294 and Ultimo accredito: 200 · crediti omaggio, il 14/09.

7

What I sell and what I ask

The circuit's own settings — the plan ladder, the add-on and pack prices, the signup questions, the SMS sender.

  1. puntismart.it/piani/
    The plan ladder

    01 The plan ladder: Base €29, Pro €49, Completo €79, each with the modules it includes and how many shops sit on it — 3 · 5 · 2 now that the Panificio joined on Pro and Bar Rossi moved up from Base.

  2. puntismart.it/piani/base/modifica/
    Editing Base with the price changed to €32

    02 Editing Base with the price changed to €32: the rule is printed at the top of the form — the new price is for shops that sign up from now on, and every shop already on it keeps what it agreed.

  3. puntismart.it/piani/base/migra/
    Moving the shops already on Base to €32 is a separate, explicit step

    03 Moving the shops already on Base to €32 is a separate, explicit step: 3 negozi still pay €29, they would change from their next renewal, and nobody is charged anything today — left unapplied, and Base put back to €29 afterwards.

  4. puntismart.it/catalogo/
    The catalogue: 5 moduli con un prezzo

    04 5 moduli con un prezzo: the add-on prices per month (Eventi 7, Prenotazioni 12, Catalogo prodotti 12, Menu di sala 12, Carnet 9), Messaggi without one so it can't be sold outside a plan, Raccolta punti always included, and the three SMS packs — 250, 1.000 and 2.500 messages at €12, €35 and €79.

  5. puntismart.it/scheda-cliente/
    The questions every customer answers once for the whole circuit

    05 The questions every customer answers once for the whole circuit: Nome (required, Testo breve), Data di nascita (Data), Come ci hai conosciuto? (Scelta singola), with more presets one tap away and room to write a new one.

  6. puntismart.it/mittente/
    PuntiSmart is the default SMS sender

    06 PuntiSmart is the SMS sender a shop's customers see on their phone unless the shop chose a name of its own.

8

The console: what my team did

The one thing that lives on the hidden hostname — the audit trail of every action taken across a shop boundary.

  1. console.puntismart.it/accedi/
    The console login on its own hostname

    01 The console login on its own hostname, superusers only: Gestione's credentials answer Pagina non trovata here and leave a security.cross_reseller_access row in the audit log.

  2. console.puntismart.it/admin/core/auditlog/
    The audit log, newest first, is every action taken in the journeys above with its author

    03 The audit log, newest first, is every action taken in the journeys above with its author: security.cross_reseller_access, plan.updated (twice, €32 and back), messaging.credits_granted, module.removed and module.assigned, subscription.reactivated, subscription.cancelled, subscription.plan_changed, invitation.issued, merchant.dpa_recorded, merchant.created — the before and after sits on each row's detail.