Overview
Contents
- Create a New Rewards Card from the Dashboard
- Create a New Rewards Card with an Order
- Create a New Rewards Card in the CRM
- Manually Adjust Purchase Points
- Apply Rewards at Checkout
- Rewards Points on Re-opened Orders
Create a New Rewards Card From the Dashboard
- Tap Reward Cards.
- Enter an number for the new rewards card.
- If you're using a physical rewards card, scan it now.
- If you're not using a physical card, you can manually enter a number. Tap Next, then tap Create.
- Tap Next.
- Tap Create.
- Tap Add Customer to link the rewards card to a customer account.
- Select a customer.
- If the customer is already in your CRM, scroll to select their name.
- If you need to add a new customer:
- Tap Add Customer.
- Fill out the required first and last name fields and enter any other data your establishment requires.
- Tap Save.
- You have the option to add points to the rewards card under Total Purchase Points. If you don't want to add value, leave Total Purchase Points at 0.00.
- Tap Save.
Create a New Rewards Card with an Order
- On the Order screen, tap the Customers icon.
- Tap Add Customer.
- Fill out the required first and last name fields and enter any other data your establishment requires.
- Tap Save.
- If the customer is already in your CRM, scroll to find their name and tap the corresponding information icon.
- If you're creating a new customer account:
- Tap the information icon next to the customer's name.
- Tap Edit.
- Scroll down and tap Add Reward Card.
- There are three ways to enter a rewards card number:
- Scan a physical rewards card
- Click Auto-Generate and the system will generate a number automatically. You will then see a pop-up confirming the number. Tap Okay.
- Manually enter a number and tap Next, then tap Create.
- You have the option to add points to the rewards card under Total Purchase Points. If you don't want to add value, leave this field at 0.00.
- Tap Save.
- Tap elsewhere on the screen to close the customer window.
Create a New Rewards Card in the CRM
- Tap Manage Customers.
- Scroll to select a customer or tap Add New.
If you're creating a new customer account: - Tap Add Customer.
- Fill out the required first and last name fields and enter any other data your establishment requires.
- Tap Save.
- Tap Edit.
- Scroll down and tap Add Reward Card.
- There are three ways to enter a rewards card number:
- Scan a physical rewards card
- Click Auto-Generate and the system will generate a number automatically. You will then see a pop-up confirming the number. Tap Okay.
- Manually enter a number and tap Next, then tap Create.
- You have the option to add points to the rewards card under Total Purchase Points. If you don't want to add value, tap Confirm without entering a number.
- Tap Save.
Manually Adjust Purchase Points
- Find the customer from the Orders page or the CRM as detailed in the sections above.
- Tap Edit.
- Scroll down to Reward Card and tap the purchase point total (the number to the right of the rewards card number).
- Use the keypad to edit Total Purchase Points.
- Tap Confirm.
- Tap Save.
Apply Rewards at Checkout
- Select a customer.
- If the customer is already in your CRM, scroll to select their name.
- If you need to add a new customer:
- Tap Add Customer.
- Fill out the required first and last name fields and enter any other data your establishment requires.
- Tap Save.
- Tap Pay.
- If the customer has available purchase points, you will see a Redeem Points pop-up. To apply the points, tap Redeem Rewards.
- Check the circle next to the points total.
- Tap Apply.
Rewards Points on Re-Opened Orders
Once a payment has been made on an order, the system will not add additional reward points. If you re-open the order or use the Back button to add more items, the customer will not earn reward points for those items.