Dashboard Overview

Your CaptiFi dashboard at my.captifi.io is your command centre for managing guest WiFi, marketing, and analytics.

The Home Screen

When you log in you land on Dashboard, which greets you by name ("Welcome" until your first guest signs in, "Welcome back" after that) and shows your business at a glance:

• Date range picker (top right): every card and chart follows the range you pick
• KPI cards: Total visits, Unique guests, Marketing opt-ins, Returning rate, Connected now (live, updates every 60 seconds) and Data used (what guests downloaded and uploaded on your WiFi, see WiFi data usage). Click a card (every one except Returning rate) to drill through to the detail page behind it. The i in a card's top right corner explains what it counts: hover over it, or tap it on a phone
• Charts: Visits and unique guests over time (Day or Week), Recent connections, Devices (OS or Type), New vs returning, Opt-in funnel and Device mix. The two device charts are part of the Growth plan and above

Your first guest

While your account is still being set up, a Your first guest card sits above the KPI cards. It lists three steps and ticks each one from your venues' live status, so you can watch it complete while you test.

While the setup guide is in progress, this card is hidden, because the guide's Go live steps cover the same ground. It also stays away once you skip or hide the setup guide.

1. Hardware online: every venue's device or controller is connected to CaptiFi. A venue that is not connected yet is named on the card, and Check connection opens My Venues.
2. Sign-in page designed: the venue has a saved splash page design. Design page opens the splash page builder for the first venue still on the default page.
3. First guest signed in: a guest has completed your sign-in page. View guests opens the guest log. Connect a phone to your guest WiFi and sign in to test it.

A step reads Done once CaptiFi has confirmed it, and Checking while it waits for a live signal from your hardware. The card refreshes on its own, so the ticks appear without reloading the page. Once every step is done the card leaves the dashboard. Hide puts it away sooner, and the choice is remembered for your account in that browser.

Venue address

When CaptiFi has no confirmed address for a venue, a card above the KPI cards asks for it: pick the place the map found, or search by postcode or street, then click Save address. Remind me next week hides it for seven days. When the map confirms an address on its own, a message names the address it saved, with Change it in case it's wrong. See Venue addresses.

Weekly insights

On Essentials and above, a weekly insights card sits above the KPI cards. It covers the venue picked in the venue switcher. With All venues selected it shows your busiest venue and says so beside the venue's name. Team members see it for the venues they can access. A new card is written for each venue once a week, from the venue's own figures, and the badge gives the week it covers, such as "Week of 5 to 11 Oct".

The card has a headline and a few short sentences, with the figures in bold. The first part sums up last week: visits, first-time visits and marketing opt-ins against the week before. The second looks at the week ahead: about how many visits to expect, and anything coming up that is likely to change your trade. A home match nearby, a national match, a bank holiday, an occasion such as Halloween, or a university term starting or ending only comes up when your own visits show it makes a difference: either the card has measured a pattern for that kind of day at your venue, or the last one was clearly busier or quieter than a usual day, and then it says by how much, for example "Their last home game was on Saturday 3 October, when you had 182 visits, about 40% more than on a usual Saturday." The weather only comes up when it's likely to change how many guests you get, for example "Rain is forecast on Monday 19 October, and wet days have brought 46% fewer visits here, so expect about 31." The busiest day ahead is named by its weekday while it falls this week, such as "Thursday looks like your busiest day, with about 82 visits." When there's nothing to say about the week ahead yet, that part is left out. Anything that comes from outside your venue is credited under the card, for example "Weather data from MET Norway".

Under the sentences, Next: offers up to two suggestions, each a link to the page that does it: Send a campaign, Create an event, Set up rewards, View the full report, Promote the match, Check your sign-in page, Plan your staff or Confirm your address. Confirm your address takes you to the address card when it's on your Dashboard, and otherwise opens Edit venue for the venue on My Venues. Hover over a suggestion to see why it was made. Each one names its reason, such as the match a campaign could go out before. A suggestion about a match, holiday or occasion is only made when the last one brought you more visits, and the card says by how much. A suggestion that was on last week's card isn't offered again in the same form the following week.

The card is titled AI insights when AI wrote the sentences, and Insights when they come from CaptiFi's standard wording. Use the thumbs up or thumbs down under it to say whether it helped. Thumbs down opens an optional What was off? box, and nothing is sent until you press Send. If your account is paused, the card says weekly insights are paused.

Introducing Workflows

An Introducing Workflows card tells you about Workflows. On Pro and Enterprise it has an Open Workflows button, on other plans See what is included in Pro, and both have Read the guide. Close it with the X and it stays closed on any device you sign in from.

250 free texts every month

Accounts that can use SMS Marketing see a 250 free texts every month card, with an Open SMS Marketing button and a Read the guide link to Texts and what they cost. Close it with the X and it stays closed on any device you sign in from.

Sidebar Navigation

Dashboard, the home screen above, sits on its own at the top of the sidebar. The groups follow under it, and Integrations and Settings are pinned at the very bottom, so they stay in view however far down the list you scroll.

Guests

• Guest Visits: searchable log of every WiFi login, with CSV export and GDPR tools. → Guest Analytics
• Connected Guests: live view of who's on your WiFi right now, with signal bars and block, extend and disconnect actions. → Connected Guests
• Reservations: appears once you switch Reservations on under Integrations (Growth and above). → Reservations

Insights

• Analytics: deeper analysis, with busiest hours, device breakdowns, top venues and a footfall heatmap. → Guest Analytics
• Reports: weekly and monthly reports for each venue as branded PDFs, which you can download or have emailed on a schedule. → Weekly and monthly reports
• Planner: a footfall-shaded calendar for planning marketing events, with scheduled WiFi automations (splash swaps, WiFi name changes, message strips). → Planner & WiFi Automations
• Toast Spend and Square Spend appear once Toast or Square is connected. → Toast, Square

Marketing

Appears on plans with email marketing or review requests (Essentials and above):

• Campaigns: create and track email campaigns. The gear at the top right of the page opens Email settings. → Email Campaigns
• Templates: your reusable email template library
• Audiences: saved segments and automatic emails. → Automations
• SMS Marketing: text campaigns and automatic texts. → SMS Marketing
• Workflows: guest journeys drawn on a canvas, with branches, waits, emails, texts, tags and points (Pro and Enterprise, and every free trial except a Lite trial)
• Reviews: three tabs, Review requests (settings), Guest feedback (ratings and private feedback from your guests) and Inbox (your public reviews from every platform you have linked). Shown before setup on any plan that includes Google Reviews. → Reviews

Rewards, Events and Bookings

On Growth and above, these groups appear once you switch the feature on under Integrations → Dashboard features:

• Rewards: Overview, Offers, Games & challenges, Members, Redeem, Redemptions and Wallet passes (Games & challenges and Wallet passes where they are on). Games, Challenges and Guest referrals share that row, with a tab for each at the top of the page; see Finding Rewards in the sidebar. → Rewards & Offers
• Events: Events, Door, Ticket orders, Ticket payments and Reports. → Events & Tickets
• Bookings: Diary, Bookings, Enquiries and Reports. → Table bookings

WiFi & venues

• My Venues: every venue, each on its own card, for splash page editing, WiFi network name, session length, connection status, controller settings, and adding or removing venues. → Multi-Venue Management
• WiFi Access Points: live status of every access point. → Access Points
• QR Generator: scan-to-connect QR codes per venue. → QR Generator
• WiFi Vouchers appears once you enable vouchers on the Integrations page. → WiFi Vouchers
• Paid WiFi appears once Paid WiFi is configured. → Paid WiFi

Help

• Ask Capi: opens Capi, the in-dashboard helper, on the page you are on (Growth and above, on a computer or tablet). → Capi
• Guides & support: raise a support ticket, follow setup guides, and browse FAQs
• Setup guide: reopens the checklist that gets a new account live (account owners only). → Setup guide

Integrations and Settings

Pinned at the bottom of the sidebar:

• Integrations: connect Google Reviews, Mailchimp, Revinate, Toast, Twilio and more, and switch on dashboard features like vouchers and Paid WiFi. → Integrations Hub
• Settings: one page with a card for each of your settings pages. Under Account: Profile (your personal details, business info, venue address, password, and two-factor authentication), Team (invite colleagues with role-based permissions) and Billing (plan, payment method, invoices, and usage). Under Features: Email settings (sender identity, domain verification and suppressions), Rewards setup, Rewards terminals, Events settings, Bookings settings and Voucher & POS Setup, each once that feature is on. A warning badge shows on Settings and on the Email settings card until your sending domain is verified. → Account & Settings, Team Members, Managing Your Subscription

Each settings page has a ← Settings link at the top back to Settings (Voucher & POS Setup links back to WiFi Vouchers). The main page of a feature also has a settings gear at the top right that opens its settings: Campaigns (Email settings), Rewards Overview (Rewards setup), Events (Events settings), the Bookings Diary (Bookings settings) and WiFi Vouchers (Voucher & POS Setup).

The Lite Dashboard

On the Lite plan the sidebar has Dashboard, Guest Visits, My Venues, WiFi Access Points, QR Generator, Guides & support and Setup guide, with Settings pinned at the bottom for your Profile and Billing. The home page shows the month's allowance, for example "312 of 500 new guests this month", your contacts and opt-ins, your recent guests with a CSV export, and an upgrade card. The KPI cards and charts above are not on Lite, and a page outside the Lite menu shows a locked card with an upgrade to Essentials. See The Lite dashboard.

The Top Bar

• Search: a global command palette for jumping to any page
• Venue switcher: if you have several venues, switch between them; every page follows your selection. The "All venues" aggregate is part of the Pro plan, so on plans below Pro you pick one venue at a time
• Theme toggle: light or dark mode
• Notifications bell: recent events across your venues, campaigns, and reviews; "View all notifications" opens the full history
• Your photo or initials: the account menu, with Profile, Settings, Billing (for people who can see billing), Support and Sign out

Hold-to-confirm buttons

Actions that can't be undone, such as deleting a venue or cancelling your subscription, use a button that starts Hold to, for example Hold to delete venue. Press and hold it until it fills; a short click does nothing. With the keyboard, press Enter or Space twice: the first press shows Press again to confirm, and a second press within five seconds confirms. Holding the key down until the button fills also works on most keyboards.

Mobile Access

The dashboard is fully responsive. Access it from any device at my.captifi.io. On a phone:

• The notifications bell and your photo or initials (the account menu) sit in the header at the top right, with search as the magnifier icon beside them
• The sidebar opens from the menu button (☰), with the venue switcher and the light or dark toggle at the top of it
• A tab bar along the bottom of the screen has Dashboard, Guests, Redeem (or Analytics on an account without Rewards), Campaigns (or Venues on an account without email marketing) and You, your photo or initials on the right, which opens Settings. Tap the tab you are already on to scroll back to the top of the page

Trial & Subscription

During your 30-day trial, a countdown is shown on your Profile and Billing pages with an Add payment method shortcut. If your trial ends without a subscription, the dashboard pauses (your guest WiFi keeps working for guests) until you add a payment method under Billing. On an account with one venue, no venue on paid WiFi or voucher access and no team members, Lite is one of the plans offered there.