Your joe Merchant Manager is your command center for all things joe! During your onboarding process, you’ll be introduced to the Merchant Manager, where you can set up your shop, customize your brand, manage your operations, create promotions, and track performance—all in one place.

Through the Merchant Manager, you have access to:

Operational Features

• Set store hours
• Build and update your joe menu
• Configure pickup options

Marketing & Promotional Tools

• Create campaigns to reach customers
• Upload deals and discounts to encourage larger spending

Reporting & Sales Tracking

• View sales and earnings from both the joe app and your Point of Sale
• Access detailed order and performance insights

Below is a quick summary of each tab in the Merchant Manager.

Tab Summaries

Insights

View an overview of your shop’s performance, including customer behavior, order trends, and top-level activity. This section gives you a snapshot of how your business is doing day-to-day.

Marketing

Create, schedule, and manage promotions that help drive revenue.
From here you can:

• Launch marketing campaigns
• Upload deals or discount offers
• Send targeted customer messages

Brand

Customize the look and feel of your joe presence.
You can upload:

• Company
• Storefront
• Workflow

These visuals appear on your storefront, Kiosk, and Customer Facing Screen.

Menu

Build and manage your joe menu.
This includes:

• Menu: Adding or editing items, updating pricing, organizing categories, Managing modifiers and add-ons
• Feature & Upsell Items 
• Menu AI

Customers

View information about customers who order through joe, including visit behavior and order history. This helps you better understand and engage your customer base.

Teams & Roles

Manage who has access to your Merchant Manager.
You can:

• Add team members
• Assign roles
• Set custom permissions

Reports

Track your business performance with detailed data on:

• Sales and earnings
• POS and joe app transactions
• Order history
• Revenue trends

This section provides the reporting you need for financial tracking and growth planning.

Settings

Adjust your core operational details, including:

• Store hours
• Pickup options
• Notification preferences
• General system settings

Still Having Issues?

If you’ve followed the steps above and are still experiencing issues, please don’t hesitate to reach out to the Joe Success Team at support@joe.coffee. We’re here to help!