On Point Business

Getting started

A few minutes from download to your first award. Everything here happens in the app.

1. Create your business

Download On Point Business, create your account, and name your business. You're its Owner: you hold the plan and manage everything in it.

2. Add your team

Open Settings → Teams & Employees.

• Add a Team for each department, group or shift. Someone can be on more than one team.
• Add an Employee with a first and last name, then choose their teams.
• Tap someone to edit their name and teams, or to invite them.

Employees exist on your roster before they join, so you can start giving awards on day one. Everything is waiting for them when they sign in.

3. Import from a spreadsheet

On the Pro and Business plans, add a whole roster at once. In Teams & Employees, open the ⋯ menu and choose Import from CSV. Save your spreadsheet as CSV (comma-separated) first.

FirstName,LastName,Team
Maria,Lopez,Front Counter
Devon,Price,Kitchen; Front Counter
Priya,Shah

• Columns: first name, last name and team, in that order. Team is optional.
• Several teams: separate them with semicolons, like Kitchen; Front Counter.
• Header row: optional. With one, any columns after Team are ignored, so a file you exported from On Point imports straight back.
• Teams are matched to the ones you have, ignoring capitals. New names create new teams.
• People already on your roster (same first and last name) are skipped, so importing the same file twice adds nobody twice.
• All or nothing: if a row has a problem, nothing is imported, and the message names the line to fix. If the import would go over your plan's limit, nothing is added.
• Files from Excel on Windows or Mac, and from Google Sheets or Numbers, all work.

4. Invite your employees

Invited employees get their own free account and see their points, your notes and their rank. There are two ways to invite.

• A personal invitation: tap the person in Teams & Employees and choose Invite to the App. Email it, share the link, or let them scan the QR code. Each invitation works once and expires.
• A team join code: in the ⋯ menu choose Team Join Code (QR) and show it at a shift meeting. Everyone who hasn't joined scans it and chooses their name, and you approve each request. Approve only people you recognize.

Each person's status shows on your roster: Not invited yet, Invited · waiting or ✓ Joined. What your employees see.

5. Give an award

On the dashboard, three taps:

1. How many points: +1 or +5, or −1 or −5 for a deduction.
2. Who: one person or several.
3. For what: a behavior. Type a new one, like "Helping a customer", and it's there next time.

On Point writes the sentence ("You awarded 5 points to Priya for helping a customer") and the employee is notified. Tap Add a note under it to say more. To change a note later, tap the person's name for their report, then tap the award.

6. Checklists

A checklist turns a standard, like opening, closing or a cleaning round, into points. In Choose Behavior, pick a checklist, tick what was done, and each ticked item becomes its own award, named for the item.

Every plan includes ready-made checklists: 3 on Free, 10 on Starter, all of them on Pro and Business. From Starter up you can write your own.

7. Messages and announcements

Tap the speech bubbles on the dashboard.

• Private chats with each employee who has joined.
• Announcements to everyone or to one team. Pin the ones that matter.
• Anyone can report a message: long-press it and choose Report.

8. Reports and export

• Awards Report: the report icon to the right of AWARD on the dashboard, or Settings → Your Team → Awards Report. It's the history of every award, sentence by sentence.
• One employee: tap their name for their report.
• Export: in Teams & Employees, ⋯ → Export to CSV. Choose a summary (one row per person, with totals) or the full history (one row per award).

9. Pause or remove someone

In Teams & Employees, swipe left on a person.

• Pause someone who isn't working right now. Paused people don't count toward your plan and can't receive awards. Resume brings them back with their history.
• Remove deletes someone from your roster. Use it for people who have left, and Pause for anyone who might come back. If they joined, their own account stays theirs; they just lose access to your business.

10. More than one business

Tap the 🏢 menu on the dashboard and choose Add a Business…. Switch between businesses from the same menu. One plan covers all of them, and the employee limit counts active people across all of your businesses.

11. Plans and billing

Free covers 5 active employees. For more, open Settings → Choose a Plan. Starter, Pro and Business start with a 7-day free trial and are billed through your Apple ID. The price shown in the app is the one you pay; prices vary by country or region. See the plans.

• Restore Purchases on the plans screen if you reinstall or switch phones.
• Cancel in your Apple ID settings, at least 24 hours before the period ends.

12. Reset Data and Delete Business

Only the Owner can do these, from Settings → Your Business. Each one asks you to type the business name to confirm, and none can be undone.

• Reset Data → Delete All Awards starts the scores over and keeps your people and teams. Some businesses do this each year or quarter.
• Reset Data → Delete Awards, Teams and Employees keeps only the business itself.
• Delete Business… deletes the business and everything in it. Employees lose access to it, and their own accounts stay.

To delete your account entirely, choose Settings → Delete Account.

Stuck? In the app, choose Settings → Contact Support. It works even when you aren't signed in. More on support.