Purchase workspace

Fieldnote Supply

A working owner account with customer activity, loyalty progress, follow-up emails, and recorded visits across two months.

Sample period · July 25–September 22, 2026
Updated Sep 22

Plan & billing

Business billing

Retrakor service active · sample billing history available.

Operating model

Visit-based loyalty

Customer visits, services, loyalty rules, and follow-ups are active.

Customer touchpoints

Business appearance

Ink & paper · customer-facing check-in and emails.

View appearance

Check-ins today

2

Sample activity on Sep 18

Open purchase

8

Across this business

Purchase confirmed today

1

Across this business

Recorded today

$22

Recorded charges after rewards

Confirmed activity · 60-day account

The same owner reporting, filled with two months of fictional business activity.

Presentation data
Check-ins
112
Customer profiles
48
Returning visits
64
Emails delivered
235

Fictional records are labeled and kept separate from live business data.

  1. Arrived

    Customer checks in. No punch is added yet.

  2. Optional assignment

    Assign for operations and reporting, or leave unassigned.

  3. Confirm completion

    Staff confirms the qualifying visit or purchase.

  4. Punch updated

    One qualifying completion adds one punch.

Open arrivals

Customers waiting for a qualifying visit to be confirmed.

8 open

Maya T. ••4109

Letter-writing set · Sep 22

Checked in

Drew P. ••4143

Notebook & pen · Sep 21

Checked in

Finley J. ••4102

Watercolor supplies · Sep 21

Checked in

Amara G. ••4129

Letter-writing set · Sep 20

Checked in

Recent purchase

The latest records in this workspace.

  • Maya T. ••4109

    Sep 22 · Letter-writing set

    Checked in

  • Drew P. ••4143

    Sep 21 · Notebook & pen

    Checked in

  • Finley J. ••4102

    Sep 21 · Watercolor supplies

    Checked in

  • Amara G. ••4129

    Sep 20 · Letter-writing set

    Checked in

  • Rosa T. ••4136

    Sep 20 · Sketchbook & pencils

    Checked in

  • Remy C. ••4115

    Sep 19 · Notebook & pen

    Checked in

  • Casey O. ••4122

    Sep 19 · Watercolor supplies

    Checked in

  • Luis R. ••4101

    Sep 18 · Letter-writing set

    Completed

More reasons to return.

Rewards and follow-ups stay connected to each customer profile.

Email subscribers
41
Follow-up situations
5
Verified reward uses
8
Open loyalty setup