Loyalty Program in the POS App

Assigning Customers

To ensure your customers get the best results with your loyalty program:

• Turn on the prompt to assign customers to a ticket.  Click this link to learn how:  Prompting to Assign Customers.

• Encourage your employees to always assign the customer to every ticket.  They can do this by searching for the customer's name, email address, phone number, and/or by swiping the customer's credit card.  Multiple credit cards can be associated with a single customer.

If the employee begins by adding items to a ticket and then assigns the customer to the ticket and that customer has a reward available, the system will alert your employee as shown below.  To redeem the reward, the employee simply taps Redeem, and the system will apply the reward to the ticket.  If the customer does not want to redeem the award for this transaction, the employee simply taps Skip.

Viewing Reward Status

Once you assign a customer to a ticket, if that customer has any rewards available, the system will display a small gift icon next to the customer's  name as shown below.  If the customer doesn't have a reward available, you can still tap the customer's name to view their loyalty status.

Tap on it to view the customer's loyalty status.

To redeem a reward, tap the Redeem button.  The system will apply the Loyalty discount to the ticket as shown below.

Complete the checkout process. The customer's reward status will be shown on their receipt (printed and or emailed).

When paying by credit card, there are some additional loyal features available.  To take advantage of these, make sure you have digital signature capture turned on and the customer has not selected the Email Receipt option on the signature screen.  When these conditions are met, when you present the POS device for the customer to sign on the screen, they will sign and tap Accept.  The system will then display a screen to the customer that looks like the one shown below.

The customer can view the loyalty reward status and select their receipt option - None, Print, or email.

Keywords: loyalty program, rewards, assigning customers, marketing, customers, loyalty, viewing rewards, redeeming rewards