Pointspot

Overview

What Pointspot provides

Pointspot is a membership-based customer loyalty and points-accumulation system for businesses.
It is a ready-made, end-to-end platform with a back-office system for managing a business's points program; custom development is not required.
Pointspot is a separate loyalty-system package and is not a booking system, although its loyalty program can help hotels increase direct bookings.
The service includes all system functions, with package differences based on the monthly transaction allowance.
Product presentations are available online or through on-site visits.

Accessing Pointspot

Pointspot is accessed through a web browser rather than a conventional installed application.
It can be used on smartphones, tablets, mobile phones, and personal computers.
It can be configured as a Web App with an icon on the device's home screen.
Pointspot provides a customer-facing website link where customers can view their points and other personal information.

Managing members and member information

Customers can accumulate points using their telephone numbers.
Pointspot stores member information such as names, telephone numbers, birth months, birth years, genders, and year of study.
Businesses can add registration questions, including year of study and address.
Pointspot can issue membership cards to customers.
Its automatic membership-card system can issue a card when configured points or other conditions are met. When automatic issuance is configured, an administrator does not need to issue the card again from the back-office menu.
A feature can prompt customers to provide their birth month and birth year when they have not logged in for an extended period.

Accumulating and submitting points

Pointspot can convert a customer's sales or purchase amount into points automatically.
Businesses can define the conversion rule, such as one point for every 100 baht spent.
A business can submit points directly without requiring back-office staff to record them.
Pointspot provides an API that external systems can use to submit customer telephone numbers and service amounts.
Point notifications can be sent immediately after points are submitted manually.
A changed point-expiration setting begins operating immediately after the change is applied.
Unused Pointspot credits can be carried forward from one month to the next.

Integrating with business systems and messaging accounts

Pointspot provides API connectivity to external systems when those systems permit external integrations.
It can connect to a POS system through an API.
It can connect to an existing business LINE Official Account without requiring the business to open a new LINE account.
Through a LINE Official Account connection, customers can receive point notifications in LINE, view their accumulated points at any time, and register as members, check points, and redeem rewards.
Pointspot is planning API connectivity with WhatsApp for customers who use messaging applications other than LINE.

Creating rewards, coupons, and vouchers

Businesses can create their own rewards, define the points required for each reward, and configure the reward details themselves.
Businesses are responsible for preparing the rewards.
Pointspot supports reward coupons, promotional coupons, coupons redeemed with points, and free-distribution coupons.
Coupons can be distributed according to customer groups, birthdays, purchase history, point levels, or membership cards.
Pointspot can send vouchers to members.
As an alternative to loading money into a wallet, Pointspot can be adapted to issue ten e-vouchers worth 100 baht each, representing a total value of 1,000 baht.
Gift vouchers created in Pointspot can be sold through any sales channel, including Facebook or a hotel front desk.
The customer's gift voucher appears after the customer completes registration.
A gift voucher includes a QR code and a voucher code.
Gift vouchers can include usage conditions, such as requiring the customer to contact a hotel by phone or LINE OA and provide the voucher code to book accommodation.
The business can choose whether the staff member who receives payment sends the gift voucher or a central administrator sends it after receiving a purchase notification.

Communicating with and segmenting customers

Pointspot can send members notifications and promotional messages.
Businesses can broadcast messages to selected customer groups, including regular customers and customers who have not returned for a long time.
Pointspot collects statistics on point transactions and segments customers into groups.
It can identify regular customers, customers who have not returned for a long time, and customers who purchased once and did not return.

Managing branches and configuring the program

The back-office interface allows businesses to configure the system.
Businesses can configure their business name, images, logo, banners, point-conversion rates, membership cards, and coupons.
Businesses with multiple branches can assign administrators for those branches.
The annual package includes campaigns that can multiply earned points based on a selected period or service mode.
The annual package allows coupons to be organized into categories by branch.
A trial allows a business to configure approximately 90% of the features available in actual use.

Viewing reports and transaction history

The dashboard has been redesigned mainly by changing the user interface and grouping related functions into categories.
Reports that were previously separate items in the left-side menu are consolidated into a reports interface.
The Reports section provides transaction statistics and transaction history.
Transaction history can be filtered by periods such as today, yesterday, or this week.
After a date filter is selected, Pointspot summarizes the results in one line showing the number of point transactions and the total points.
Reports can be exported as Excel files.
The sent-coupon report can be viewed by day and displays the coupon name, number of coupons sent, coupon code, customer ID, member name, and the person who sent the coupon.

Analyzing customer activity

Pointspot stores customers' transaction histories.
It provides analysis of customer behavior, including identifying regular customers and customers who purchased only once.

How to

Sending points manually after a sale

Complete the sale in the POS or finish collecting payment.
Ask the customer for their telephone number.
Log in to Pointspot using a smartphone, tablet, PC, or another device that can open websites.
Enter the customer's telephone number and purchase or service amount in Pointspot.
Press the option or button to send points to the customer.

Accessing Pointspot from a device

Open Pointspot in a web browser on a device that can open websites.
Add the Pointspot Web App icon to the device's home screen.
Tap the Pointspot icon on the home screen.
Open Pointspot after it loads.
Submit points to the customer through Pointspot.

Requesting points as a customer

Scan the Pointspot QR code.
Enter the purchase amount in Pointspot.
Attach proof of purchase to the point request.
An administrator reviews and approves the request in Pointspot.

Registering members

Provide a registration QR code at the service location, such as a counter.
The prospective member scans the QR code.
The prospective member enters the requested information to complete registration.

Issuing automatic membership cards

An administrator configures the automatic membership card settings and specifies the required number of points.
After the member registers, the administrator awards the configured number of points.
After the member receives the required points, Pointspot automatically issues the configured membership card.

If automatic membership card settings are not configured, an administrator must issue the membership card manually from the back office.

Verifying a customer at the counter

Search for the customer using the customer's phone number.
Inform the customer at the counter so the customer can complete verification correctly.

Logging in to Pointspot

Enter the phone number previously used for Pointspot registration.
Enter the OTP received after submitting the phone number.

Opening a member card in LINE

Log in using the phone number previously used for Pointspot registration.
In LINE, access the relevant business account.
Click the member card in the business account.

Changing a Pointspot phone number

Email the support team with the old phone number and the new phone number.

Correcting LINE synchronization after a phone-number change

Using the LINE account linked to the old phone number, unfollow the Terminal business account.
Follow the Terminal business account again using the new phone number so LINE can synchronize the updated information.

An alternative reported process is to add the support LINE account and send a message identifying yourself as a Terminal points-accumulation customer. The support team then sends the correction steps through chat.

Recovering a customer's previous data

Send an email from the business owner's email address.
Include the business name.
Include the affected customer's telephone number or member number.
State whether the customer will continue using the existing telephone-number information or use different information.

Importing members with labels

Create the required member labels in the system before importing member data.
Import the member data to assign the pre-created labels automatically.

Viewing transaction records

Open the Reports section or Reports page in Pointspot.
Open the Administrator area, or open the Overview section.
Open Transaction History when using the Overview section.

Exporting a sent-coupon report

In the Pointspot back office, open the Reports menu.
Open the coupon menu in the reports area.
Select the sent coupon list.
Select the time period to view.
Click the blue button labeled “ส่งออกข้อมูล” (Export Data) to export the report data.

Troubleshooting a coupon page stuck on the logo

Check whether the affected user's LINE application is updated to the latest version.
Clear the cache for the existing web page in LINE.
Reopen the page after clearing the cache.
If the LINE application is updated but the problem continues, contact Pointspot support for further investigation.

Creating and sending gift vouchers

Open the Coupons menu in Pointspot.
Open the Gift Vouchers section.
Create a gift voucher and add the vouchers that will be sold.
After a customer pays for a gift voucher, open the Send Gift Voucher menu.
Select the gift voucher the customer paid for.
Enter the customer's phone number.
Send the gift voucher.

Using a gift voucher

After the gift voucher is sent, the customer follows the link in the SMS notification and registers as a member.
The customer opens My Coupons in the customer-facing Pointspot interface.
The customer sends the gift voucher code and QR code, such as by sending a screenshot through LINE OA, and provides the requested accommodation date.
The administrator checks whether the requested accommodation date is available and completes the customer's booking.
After the booking is completed, the administrator activates or redeems the gift voucher shown by the customer.

Topping up Pointspot credits

Contact the assigned account representative.
The account representative issues a quotation or invoice for the requested credit top-up.
Pay for the credit top-up.
Notify the company of the payment.
After payment notification, the Pointspot system adds the purchased credits.

For a 30-day credit term, the company issues the Pointspot credits first and then sends an invoice to the business.

Disabling expiration notifications

Open the Pointspot settings and disable the notifications to stop expiration notifications and avoid the associated transactions.

Changing the point-expiration setting

Send an email requesting that points expire on December 31.
The company implements the requested point-expiration setting.
The customer may broadcast a notice to customers about the change.

Adding another administrator

Invite the other administrator to Pointspot by email.
The invited administrator creates their own username and password.

Handling marketplace purchases that cannot be integrated

The customer captures the marketplace order-detail page as evidence.
The customer adds the business's LINE account.
The customer submits the purchase amount and attaches the order-detail image through Pointspot.
The business administrator checks the submitted order information.
The business administrator approves the points claim if the information is correct, or edits or rejects it if it is incorrect.

Integrating an external clinic or sales system

Ask the external system's provider whether it can develop an integration with Pointspot.

Setting up a reward during a trial

Upload a reward image.
Enter the reward name and details.
Save the reward configuration.

During the trial, the business can register a test member and send points to that member to evaluate the system. After evaluating the trial configuration, the business can upgrade the same account to a paid package.

Requesting a quotation or follow-up

Request a quotation based on the project scope.
Provide contact information so staff can coordinate with the relevant department about the Pointspot inquiry.

Troubleshooting a missing export email

Check the junk-mail folder.
Capture a screenshot showing that the Pointspot export completed successfully.
Send the screenshot through the support LINE account with the ID @Readyplanet.
State that the export completed successfully but the exported-file email was not received.
Support staff coordinate with the relevant team and contact the customer with an update.

Troubleshooting

Correcting a phone number or recovering an account

If an incorrect phone number is entered during registration, the customer can change it themselves.
After changing the phone number associated with Pointspot, LINE may continue syncing the account with the old number.
If a locked account is registered again, the new registration may be treated as a replacement, and previously accumulated data may no longer appear.

OTP login verification is separate from birth-year verification.
If an account has not been used for a long time, the system may require the user to verify their birth year.

Retrieving customer data and calculating points

When an external system can connect to Pointspot, Pointspot can automatically retrieve the customer's phone number and service amount and calculate the customer's points.
Pointspot cannot retrieve the relevant customer data from online marketplaces because those platforms do not provide it.

Some users may become stuck on the Pointspot logo after opening the coupon menu from a store's LINE Rich Menu.

Receiving a transaction-history export

A transaction-history export may show as successful even when the email containing the exported file has not been received.

Counting sent coupons by coupon name

The sent coupon report does not automatically separate totals by coupon name. Users must count the totals manually.

Understanding monthly transaction-count differences

Pointspot transaction counts can vary by month because coupon campaigns and other business-initiated activities vary by month.

Policies and rules

Connecting PointSpot to a POS system

The API connection between a POS system and PointSpot is not automatic.
The POS provider must program or customize the POS system to connect to PointSpot.
PointSpot provides the API connection interface but does not provide the POS integration service or charge a connection fee.
The business must check with its POS provider whether the POS system allows connections to external systems and whether the provider charges an additional fee.
Businesses using PointSpot with the Ocha POS must operate both systems alongside each other because Ocha does not allow external platforms to connect to it.

PointSpot packages, billing, and credits

PointSpot currently offers six-month and annual packages rather than a monthly package.
Monthly customers currently receive interface changes but not newly introduced features for annual packages.
Annual billing cannot be split into separate payments for each individual store.
PointSpot does not currently offer a smaller system package.
PointSpot credits remain available until the business cancels the service or uses up the credits.
Top-up credits are not used while the credits included in the package are still sufficient.
Credit top-ups can be handled under a 30-day credit term.
Customers can purchase 3,000 additional credits through a quotation instead of upgrading their package.
After the included monthly transaction allowance is reached, additional transactions are deducted from the purchased credit balance.

Unlocking a locked customer account

A business owner must contact the service provider to request that the locked PointSpot customer account be unlocked. The request must include:

The store or business identification
The customer's phone number
The customer's full name
The customer's correct date of birth

A customer account is locked after the customer answers the birth-month and birth-year verification questions incorrectly three times. A suspended account must be unlocked before a discount coupon can be used.

Changing a customer's registered phone number

A customer can change the registered phone number themselves or ask the service provider to change it; both methods have the same result.
Changing a phone number may also involve transferring points.
The handling may differ if the customer has points with other businesses.

Registering members and issuing membership cards

A member must verify an OTP or complete membership registration before the member's information is added to the PointSpot back office.
Registering through a registration form does not automatically apply a tag; the customer must be tagged separately.
Membership registration alone does not automatically issue a card when the automatic membership card system requires points.
Whether a card is issued automatically after registration at a branch depends on the configured point condition.
Customers who accumulate 500 points under the relevant condition receive a Gold Card.

Points, expiration, and membership-card value

Businesses can set their own conversion rate between purchase amounts and points.
PointSpot does not support loading monetary credit into a membership card as a wallet.
When the expiration setting is configured for December 31, all accumulated points expire on December 31 and balances reset to zero on January 1.

Coupon, promotional, and gift-voucher charges

Attached coupons, promotional coupons, and gift vouchers incur transaction charges.
Point-collection coupons, free-distribution coupons, and welcome coupons do not incur transaction charges.
A customer does not need to register before a gift voucher is sent; the customer's phone number is sufficient.
A gift voucher does not need to specify an accommodation date when it is created.

User roles and access

PointSpot administrators can be assigned different roles.
The Owner role can manage all functions in the PointSpot back office.
The Front Staff role is limited to sending points and redeeming customer coupons.

Features under development or not supported

PointSpot does not support automatic appointment follow-up features.
The planned WhatsApp integration and coupon-set functionality are still under development and do not have a finalized release phase.

Limits and quotas

Package member and transaction limits

The starting Pointspot package supports an unlimited number of members.
The starting annual package supports an unlimited number of members and administrators or users.
The entry-level allowance is 5,000 transactions per month.
The starting annual package supports 5,000 outbound transactions or messages per month, including sending points and broadcasting messages.
The six-month package can be used for six months.
The monthly transaction allowance resets to 5,000 transactions on the first day of each month.

Actions counted as transactions

Sending points to one customer counts as one transaction.
Taking points back counts as a transaction.
Sending vouchers or coupons to customers counts as a transaction.
Setting up point-expiration notifications counts as a transaction.

Trial limits

The trial period lasts 60 days.
During the trial, the account can support up to 20 members.
During each trial month, the account can send up to 20 points transactions or broadcasts.

Administrator limits

Pointspot does not limit the number of administrators or users that can be added.

Account security limits

The account is suspended after the date of birth is entered incorrectly three times.
The inactivity period for the identity-verification prompt was stated to be approximately six months.

Member-data import requirements

Imported member data must include:
- A member number
- A member card
- The customer's first name
- The customer's last name

Point and voucher configuration limits

Point campaigns can be configured with multipliers such as two times or three times the normal points.
Gift vouchers can be configured to expire after a specified number of days or on a specified date.

Website space and project timing

Pointspot does not impose a limit on the amount of website space provided.
A website design project may take 45 days or may vary according to the project scope.

Presentation timing

A Pointspot presentation takes approximately 45 minutes or longer, depending on the customer's additional questions.

Pricing

PointSpot package pricing

PointSpot pricing starts at 49,000 baht per year.
The annual package is paid once per year and can then be used continuously.
A six-month package with the same features as the annual package costs 29,400 baht.

API connection fees

PointSpot does not charge a separate fee for the API connection.

Additional transaction credit

When the monthly transaction allowance is exceeded, additional transaction credit can be purchased.
Credit top-ups have a minimum purchase amount of 3,000 baht per unit.

Presentation service pricing

The PointSpot presentation service is provided at no cost.

Contact and support

Contacting support through LINE

Support can provide correction steps through the provider’s LINE account.
Phone-number changes can be discussed with support staff through LINE.
Businesses can contact the staff responsible for their Pointspot credits through their existing communication group on LINE.

Calling support

Support can be contacted through the same company phone channel 24 hours a day.
Calls about Pointspot can be transferred to the relevant team.

Getting help with specific requests

Inquiries about checking employee status are handled by the Pointspot team.
Renewal inquiries are handled by the renewal team.
Data-recovery requests can be sent to the provider by email.

Compiled from 297 facts observed across 41 customer calls.