Punchit Support

Welcome to Punchit! This guide will help you get the most out of your digital punch card tracking system.

Getting Started

What is Punchit?

Punchit is a digital punch card tracking system designed for businesses that run loyalty programs. Instead of physical punch cards, Punchit uses a running balance system (like a bank account) where customers accumulate and use punches across different service offerings.

Core Concepts

• Card Groups: Service categories or offerings (e.g., "Coffee Shop", "Dance Classes", "Haircuts")
• Customers: Your clients who earn and use punches
• Accounts: Link between a customer and a card group, tracking their balance
• Transactions: Individual additions or uses of punches with full history

First Steps

1. Create a Card Group: Tap the "Groups" tab and create your first service offering
2. Add Customers: Go to the "Customers" tab and add your clients
3. Create Accounts: Link customers to card groups to start tracking balances
4. Track Punches: Add punches when customers make purchases, use them when they redeem

Managing Card Groups

Viewing Group Details

Tap any card group to see all customer accounts in that group. You can:

• Search for specific customers using the search bar
• View current balances at a glance
• See how many accounts are in the group

Quick Punch Usage

Editing Card Groups

1. Open the card group
2. Tap Edit Group
3. Update the name or description
4. Tap Save

Deleting Card Groups

To delete a card group, open it and tap the delete option. You'll be asked to confirm.

Managing Customers

Adding a Customer

1. Tap the Customers tab
2. Tap the + button
3. Enter customer details:
   • Name (required)
   • Email (optional)
   • Phone (optional)
   • Notes (optional)
4. Tap Save

Searching for Customers

Use the search bar in the Customers tab to quickly find customers by:

• Name
• Email address
• Phone number

Viewing Customer Details

Tap any customer to see:

• Contact information
• All accounts across different card groups
• Total balances in each group

Editing Customer Information

1. Open the customer detail view
2. Tap Edit
3. Update any information
4. Tap Save

Deleting Customers

Working with Accounts

Creating an Account

An account links a customer to a card group. To create one:

1. Open a card group
2. Tap Add Account
3. Select an existing customer or create a new one
4. Optionally set an initial balance
5. Tap Save

Viewing Account Details

Tap any account to see:

• Large balance display
• Complete transaction history
• Timestamps for all transactions

Adding Punches

1. Open an account
2. Tap the Add button
3. Use the stepper to set the amount
4. Optionally add a note (e.g., "Purchase of 10-session package")
5. Tap Add Punches

Using Punches

1. Open an account
2. Tap the Use button
3. The balance decreases by 1
4. A toast notification appears with an Undo option

Transaction History

Every punch addition or usage is recorded with:

• Date and time
• Amount (positive for additions, negative for usage)
• Optional notes
• Running balance

Deleting Transactions

You can delete individual transactions if needed. The account balance will automatically adjust. Swipe left on any transaction to delete it.

Sharing Card Groups

What is Sharing?

Punchit allows you to share card groups with other iCloud users. This is perfect for:

• Multi-location businesses
• Business partners managing the same customers
• Teams that need collaborative access

How Sharing Works

• Only the specific card group you share is accessible to other users
• Shared users can view and edit all accounts in that group
• Customer information is shared globally across the app
• All changes sync in real-time via iCloud

Setting Up Sharing

1. Open the card group you want to share
2. Tap Share Group
3. Choose how to send the invitation (Messages, Mail, etc.)
4. Select the recipient
5. They'll receive an invitation to join the shared card group

Managing Shared Access

You can remove participants from a shared card group at any time through the sharing options.

Viewing Statistics

The Statistics tab provides insights into your business:

Overview Metrics

• Total customers
• Total card groups
• Total accounts
• Total available punches across all accounts

Activity Tracking

• Today: Punches used vs. added today
• This Week: Activity over the last 7 days

Top Customers

See your top 5 customers by current punch balance.

Recent Transactions

Quick view of the most recent activity across all your card groups.

Frequently Asked Questions

Can I use Punchit offline?

Yes! Punchit works completely offline. All data is stored locally on your device. When you reconnect to the internet, changes will sync to iCloud automatically.

Can customers access their own balances?

No, Punchit is designed as a business management tool. It's intended for business owners/staff to track customer balances, not for customers to view their own accounts.

What happens if I delete a customer by accident?

Deletion is permanent and cannot be undone. That's why Punchit requires confirmation before deleting customers, card groups, or accounts. Be sure you want to delete before confirming.

Can I export my data?

All your data is stored in your iCloud account and syncs across your devices. You can access it through iCloud settings, though Punchit doesn't currently have a built-in export feature.

How many customers/groups can I have?

There's no built-in limit in Punchit. The only limits are your device storage and iCloud storage capacity.

Can I allow negative balances?

Yes! Punchit supports negative balances, which can be useful if you want to let customers use punches on credit.

Do I need to pay for Punchit?

[This would depend on your pricing model - adjust as needed]

Does Punchit track my usage or customer data?

No. All your data stays on your device and in your personal iCloud account. We don't collect, access, or analyze any of your business or customer information. See our Privacy Policy for details.

Troubleshooting

Data Not Syncing Between Devices

If your data isn't syncing:

1. Verify you're signed into the same iCloud account on all devices
2. Check that iCloud Drive is enabled: Settings → [Your Name] → iCloud → iCloud Drive
3. Ensure you have available iCloud storage
4. Check your internet connection
5. Try force-quitting and reopening the app
6. As a last resort, restart your device

Sharing Isn't Working

If you can't share card groups:

1. Verify both you and the recipient are signed into iCloud
2. Ensure you both have internet connectivity
3. Check that the recipient has accepted the iCloud sharing invitation
4. Make sure you're running the latest version of iOS

App Crashes or Freezes

1. Make sure you're running the latest version of Punchit from the App Store
2. Update to the latest version of iOS if available
3. Try force-quitting the app and reopening it
4. Restart your device
5. If the problem persists, contact support (see below)

Search Not Finding Customers

The search feature looks for matches in:

• Customer names (partial matches work)
• Email addresses
• Phone numbers

Make sure you're spelling the search term correctly and that the customer information is entered in the system.

Undo Doesn't Appear

The undo toast notification appears for 5 seconds after using a punch. If you don't see it:

• Make sure you haven't navigated away from the screen
• Check that you actually used a punch (not added punches, which doesn't have undo)
• Try the action again

Lost All My Data

If your data seems to have disappeared:

1. Check that you're signed into the correct iCloud account
2. Verify you have internet connectivity to allow iCloud to sync
3. Wait a few minutes for iCloud to fully sync
4. Check your iCloud storage - if it's full, data may not be syncing

Contact Support

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Thank you for using Punchit! We're committed to helping you manage your customer loyalty programs with ease.