Management

The Management module in your Twism Business Portal allows you to access, customize, and manage all key settings for your business account — from updating your profile to managing team members, locations, and integrations.

My Business Info & Profile

General Info

Easily edit your business profile, including your name, category, and website. You can also add your company phone number and connect your social media accounts to make your brand more accessible to customers.

Operating Hours

Input the days and times during which your business is open. You can choose to sync data saved with Google APIs or manually enter this information. 

If you have multiple locations, you can adjust your operating hours for each site separately. 

My Branded Coin

Customize your self-branded digital Coin so customers can instantly recognize your brand.

We recommend using your business logo, Instagram avatar, or another on-brand image for consistency and visibility. Learn more.

Manage Team

Optimize the flexibility of managing your account by inviting your general managers, marketing directors, and other employees as team members to your Twism Business account.

Adding team members

To add team members to your Twism business account, follow these steps:

1. Navigate to Management > Manage Team
2. Under Add User, enter the name and email address of the staff member you’d like to grant access to, then click Send Invite. 
3. An invite will be automatically sent to them via email, where they can create their Twism profile to join the team.

Note: The ability to add new team members is limited to the manager of the account. Existing team members cannot add new team members.

Transfer management to a team member

If you are the manager of the business profile, you can transfer your management to another team member by following these steps:

1. Click on the three dots next to the name of the team member you wish to transfer ownership to.
2. Click Transfer Management. 

Transferring management to another team member will upgrade their account to have full control of your business’s dashboard, and downgrade the functionality of your account, making you a team member.

Manage Locations

If you own or operate multiple brick-and-mortar locations of the same brand, you can add all of these locations to your Twism profile to unify your Loyalty Rewards Program. Learn more.

To add additional locations, follow these steps:

1. Navigate to Management > Manage Locations
2. Click on Create New Location
3. Enter the address, location name, phone number (optional), and Merchant ID (optional) of your new location.
4. Click Save New Location

To add more locations, repeat these steps.

Note: All Loyalty Rewards, Welcome Coin, and Gift Card campaigns will apply to all the locations under the same brand. However, Offers can be restricted to specific locations.

Integrations

Synchronize and extend your Loyalty Rewards Program by seamlessly connecting to payment services you already use. Our current POS integrations include Toast, Clover, Square, and Lightspeed Retail (X-Series). Learn more.

Billing

The Billing module outlines your involvement in the Coin Network Plan. Here, you can track your Coin minting and view metrics regarding the total number of Coins held by Twism, the total number of Coins held by customers, and view a complete list of past Coin minting activity. Learn more.