Switchbucks Client points tracker
Edit clients
Changing a name or birth date doesn't change the client's QR card or points. Deleting a client also erases their points history, so mark them inactive instead if you may need the record. Inactive clients are hidden from the main list and their cards stop working at the redeem station.
Point limits and alerts
These apply to every client. Leave a box blank for no limit.
Backup, export, and logo
Everything in this tracker is saved in this web browser on this computer only. Clearing browser data, or opening the file on a different computer or in a different browser, starts with an empty tracker.
Save a backup at the end of each day and keep it in a staff-only folder.
Logo
Shown at the top of every screen, on the sign-in page, and on printed QR cards. PNG or JPG works best.
Redeem station
Scan the client's card to take points off.
Client lost their card?
Check their ID before redeeming. Case management, front desk, site management, or a case manager supervisor can print a replacement card.
Waiting for a card to be scanned.