Quick summary
How to add sites:
Log in to Toggle
On the sidebar click on Settings > Site settings
Click the blue Add site button
Type in the site name, a reference of your choice, and the site address
Click the green Add button
To edit a site after adding it, click the small blue pencil icon found to the right of the site name.
To delete a site, click the red X button found to the right of the site name.
Short video tutorial
Why do I need to add sites?
The main reason is that your gift cards won't work at any venue that doesn't have its site set up on Toggle (both on the Settings > Site Settings page and on the Integrations page).
Toggle works within the context of your physical sites (locations). Many of its functions and features rely on having information about all your locations on your Toggle account.
Here's some reasons why it's important to add your sites to your Toggle dashboard:
Redemptions | Toggle needs to know your physical sites because each redemption is linked to a site. This is true if we are integrated with your till, as well as if you are a Toggle POS Mode user. |
In store sales (EPOS integrated users only) | In the same way that redemptions are linked with a site, gift card sales and top ups (for till integrated customers only) are also linked with a site. |
Reporting | All of the above information ties into reporting. You'll be able to run reports that tell you about the redemptions of cards across your locations. Really handy stuff. |
Customer service | The more information you know, the better you'll be able to help people with their queries. The location of redemptions and top ups (if you're EPOS integrated) all get logged against a card transaction history. You'll be able to see where and when a card has been used. |
Billing | If you're on our flat rate plan, you'll be billed in line with how many locations you have. |
Next step: creating an API and adding site IDs!
If you are looking to integrate your Toggle account with your till system or another platform, you now need to create an API and add the site IDs on the Integrations page.
More on that here.