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run your shop, well.

A guided tour of every screen in the DORI dashboard, with step-by-step setup, recipes that work, and the small choices that matter.

Getting Started

Getting Started with DORI

What it does

DORI is the dashboard that powers your branded mobile app. From here you manage menu, loyalty, members, push notifications, events, and integrations. Everything your customers see in the app is configured from this dashboard.

Where to find it

dashboard.doriapp.io after logging in.

How to set up

  1. 1Accept your team invite from the email we sent.
  2. 2Set your shop's display name, logo, and brand colors under Branding.
  3. 3Connect Square (or your POS) under Integrations to start syncing menu and orders.
  4. 4Invite your team — baristas only need staff access; managers get full dashboard.
  5. 5Submit your branded app to the App Store and Play Store from the Branding screen. We handle the review.

Tips

  • Most shops are live within 5–7 business days from logo upload to public app store launch.
  • You can change branding any time without resubmitting to the stores.

Branding & Theme

What it does

Controls everything your customers see: app icon, splash screen, logo, primary color, button styles, and the optional background image set. Changes preview live before you publish.

Where to find it

Settings → Branding.

How to set up

  1. 1Upload a square logo (1024×1024) and an optional wordmark.
  2. 2Pick your primary brand color. The app generates accessible secondary tones automatically.
  3. 3Optionally upload a hero image set for the home screen.
  4. 4Hit Preview to see the changes on a live phone-shaped frame.
  5. 5Click Publish to push changes to all installed apps. Most updates land in under a minute.

Team & Roles

What it does

Invite teammates with the right level of access. Owners can change billing; managers run the dashboard; baristas only see the staff app and order queue.

Where to find it

Settings → Team.

How to set up

  1. 1Click Invite member, enter their email, pick a role.
  2. 2They accept the invite and set up their password.
  3. 3Roles can be changed any time from the row's actions menu.

Members & Customers

Member Profiles

What it does

Every customer who downloads your app and signs in becomes a member. Profiles show lifetime spend, visit count, current points balance, wallet balance, last visit, and recent orders.

Where to find it

Members tab.

How to set up

  1. 1Click any member to open their full profile.
  2. 2Manually adjust points or wallet balance if needed (audit-logged).
  3. 3Tag members for segmentation (e.g. press, comp, neighbors).
  4. 4Issue a one-off reward or send a direct message from the profile screen.

Tips

  • Use the search bar to find a member by name, email, or last 4 digits of phone.
  • The Activity timeline shows every visit, order, and reward over the past 90 days.

Segments

What it does

Saved filters across your member base. Segments power push notifications, exclusive offers, and re-engagement campaigns.

Where to find it

Members → Segments tab.

How to set up

  1. 1Click New segment and add filters (last visit, spend in last 30d, points balance, tags).
  2. 2Save the segment with a clear name (e.g. 'Lapsed Regulars').
  3. 3Use the segment as an audience anywhere in the dashboard — push, offers, reports.

Loyalty & Rewards

Loyalty Program Setup

What it does

Defines how points are earned, what rewards exist, and how members move through tiers. This is the engine behind your loyalty program.

Where to find it

Loyalty → Configuration.

How to set up

  1. 1Set the base earn rate (1 pt per $1 is most common).
  2. 2Add reward tiers: name, point cost, what the customer gets.
  3. 3Optionally enable tiered membership (Bronze / Silver / Gold) with multipliers.
  4. 4Click Save and Publish — the changes go live in the app immediately.

Tips

  • Start simple. One earn rate, three rewards. You can add more once you have data.
  • Avoid changing earn rates too often — it confuses your most loyal members.

Running a Promotion

What it does

Time-limited boosts to your loyalty program — bonus point days, double-up weekends, category multipliers.

Where to find it

Loyalty → Promotions.

How to set up

  1. 1Click New promotion and pick a type (point multiplier, fixed bonus, category boost).
  2. 2Set the schedule — one-off, recurring, or evergreen.
  3. 3Optionally restrict to a segment.
  4. 4Save and publish. The app shows an active-promo banner to members during the window.

Tips

  • Pair every promotion with a push notification 1 hour before it goes live.
  • Slow weekday promotions (Mon/Tue) tend to drive more incremental visits than weekend boosts.

Loaded Value Wallet

What it does

Pre-paid balance customers reload from the app. Optional reload bonuses make it sticky.

Where to find it

Loyalty → Wallet.

How to set up

  1. 1Enable Wallet and pick a reload ladder ($25 / $50 / $100 is standard).
  2. 2Optionally configure reload bonuses (e.g. +10% on $50 reloads).
  3. 3Set auto-reload thresholds for opt-in members.
  4. 4Wallet balance applies automatically at checkout.

Dynamic Loyalty

What it does

Behavior-aware loyalty that automatically adjusts incentives by member segment.

Where to find it

Loyalty → Dynamic Loyalty.

How to set up

  1. 1Pick the segments to manage (At-risk, New, Regular, VIP).
  2. 2Define what each segment unlocks — bonus points, free upgrades, surprise rewards.
  3. 3Set guardrails (max payout per member per month) to keep margin healthy.
  4. 4Run weekly reports from the dashboard to see segment movement.

Customer Engagement

Push Notifications

What it does

Send branded notifications straight to members' phones. Compose, segment, schedule, and measure.

Where to find it

Engagement → Push.

How to set up

  1. 1Click New push, write your message, and pick a target audience.
  2. 2Preview on a phone-shaped frame.
  3. 3Send now or schedule for a specific local time.
  4. 4Track opens, taps, and attributed sales in the campaign details view.

Tips

  • Keep titles under 50 characters and bodies under 150.
  • Cap pushes at 1–2 per week for non-VIP members. Over-messaging triggers uninstalls.
  • Schedule for 9–10am local time on weekdays, 10–11am on weekends.

Re-engagement Campaigns

What it does

Automated outreach to members who've gone quiet. Trigger by days-since-last-visit, birthdays, or first-visit anniversaries.

Where to find it

Engagement → Campaigns.

How to set up

  1. 1Pick a trigger (e.g. 21 days quiet).
  2. 2Choose the channel — push, email, or both.
  3. 3Pick a reward and a message.
  4. 4Activate the campaign. It runs continuously until you pause it.

Exclusive Member Offers

What it does

Member-only items, prices, or invitations that don't appear on the public menu.

Where to find it

Engagement → Offers.

How to set up

  1. 1Create the offer (item or discount) and attach an audience.
  2. 2Optionally schedule a window when it's live.
  3. 3Push or let members discover it in the Offers tab.

Friend Streaks

What it does

Streaks tracked across pairs or groups of members who visit together.

Where to find it

Community → Streaks.

How to set up

  1. 1Enable streaks and pick the cadence (daily, weekly).
  2. 2Set milestone rewards (free pastry at 4-week streak, etc.).
  3. 3Members invite friends in-app and the system tracks shared check-ins.

Meet Points

What it does

Bonus points awarded when two or more members check in within the same time window.

Where to find it

Community → Meet Points.

How to set up

  1. 1Enable Meet Points and pick the window (e.g. 60 minutes).
  2. 2Set the bonus amount.
  3. 3Optionally restrict to specific times of day or days of week.

Referrals

What it does

Each member gets a unique referral code. New friend signs up and visits — both get rewarded.

Where to find it

Community → Referrals.

How to set up

  1. 1Set the giver reward and receiver reward.
  2. 2Configure caps (per-member per-month) if needed.
  3. 3Members share via the app's share sheet. Attribution and payout are automatic.

Leaderboard

What it does

Optional public ranking of top members by points, visits, or streak length.

Where to find it

Community → Leaderboard.

How to set up

  1. 1Enable Leaderboard, pick the metric and the period (week / month / all-time).
  2. 2Set the prize for the top 1 / 3 / 10 spots.
  3. 3Members opt in to be visible. Opt-outs still rank privately.

Events

What it does

Create and manage in-shop events — open mics, classes, throwdowns, ticketed sessions.

Where to find it

Community → Events.

How to set up

  1. 1Click New event, set date, capacity, and optional ticket price.
  2. 2Push to members or specific segments.
  3. 3Members RSVP / pay in-app; staff check them in from the iPad app.

Polls

What it does

In-app surveys to your members for menu, hours, and brand decisions.

Where to find it

Community → Polls.

How to set up

  1. 1Compose your question and add 2–6 answer options.
  2. 2Pick an audience and an optional points-for-voting reward.
  3. 3Watch responses live; export to CSV when you're ready to act.

Operations

Order Queue

What it does

Live order screen for the bar. New orders appear in real time; staff mark them ready or cancelled.

Where to find it

Operations → Orders (and the iPad staff app).

How to set up

  1. 1Customer places an order in the app and is given an ETA.
  2. 2The order appears on the bar screen with item details and notes.
  3. 3Mark Ready when it's done — the customer is auto-notified.
  4. 4Refunds are one tap from the order detail.

Integrations

What it does

Connect Square (POS, payments, menu sync), email providers, analytics, and more.

Where to find it

Settings → Integrations.

How to set up

  1. 1Click the integration tile (e.g. Square).
  2. 2Authorize the OAuth flow.
  3. 3Pick the items / locations / accounts you want to sync.
  4. 4Confirm. Sync runs in the background.

Billing

What it does

Your DORI subscription, transaction summary, and invoice history.

Where to find it

Settings → Billing.

How to set up

  1. 1Update your payment method any time.
  2. 2Download invoices as PDFs.
  3. 3Review monthly transaction breakdown by source (in-app, scan-to-earn, wallet reloads).