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

Create a New Rewards Card From the Dashboard

1. Tap Reward Cards.
   
   
   
   
2. 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.
3. Tap Next.
   
   
   
   
4. Tap Create.
   
   
   
   
5. Tap Add Customer to link the rewards card to a customer account.
   
   
   
   
6. Select a customer.
• If the customer is already in your CRM, scroll to select their name.
• If you need to add a new customer:
  1. Tap Add Customer.
  2. Fill out the required first and last name fields and enter any other data your establishment requires.
  3. Tap Save.
7. 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.
8. Tap Save.

Create a New Rewards Card with an Order

1. On the Order screen, tap the Customers icon.
   
   
   
   
   1. Tap Add Customer.
   2. Fill out the required first and last name fields and enter any other data your establishment requires.
   3. 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:
2. Tap the information icon next to the customer's name.
   
   
   
   
3. Tap Edit.
   
   
   
   
4. Scroll down and tap Add Reward Card.
   
   
   
   
5. 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.
6. 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.
7. Tap Save.
8. Tap elsewhere on the screen to close the customer window.

Create a New Rewards Card in the CRM

1. Tap Manage Customers.
   
   
   
   
2. Scroll to select a customer or tap Add New.
   If you're creating a new customer account:
1. Tap Add Customer.
2. Fill out the required first and last name fields and enter any other data your establishment requires.
3. Tap Save.
3. Tap Edit.
   
   
   
   
4. Scroll down and tap Add Reward Card.
   
   
   
   
5. 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.
  
  
  
  
6. 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.
7. Tap Save.

Manually Adjust Purchase Points

1. Find the customer from the Orders page or the CRM as detailed in the sections above.
2. Tap Edit.
3. Scroll down to Reward Card and tap the purchase point total (the number to the right of the rewards card number).
   
   
   
   
4. Use the keypad to edit Total Purchase Points.
5. Tap Confirm.
   
   
   
   
6. Tap Save.

Apply Rewards at Checkout

1. Select a customer.
   • If the customer is already in your CRM, scroll to select their name.
   • If you need to add a new customer:
     1. Tap Add Customer.
     2. Fill out the required first and last name fields and enter any other data your establishment requires.
     3. Tap Save.
2. Tap Pay.
3. If the customer has available purchase points, you will see a Redeem Points pop-up. To apply the points, tap Redeem Rewards.
   
   
   
   
4. Check the circle next to the points total.
5. Tap Apply.