Working with loyalty rewards
Based on the configurations set to the customers at Back Office, customer can use the built-in loyalty program (Native Loyalty), or a third-party loyalty program for their POS orders.
- Native loyalty: Configured with specific to the transaction. The loyalty rewards are visible while assigning the customer to the order. Hence rewards can be redeemed based on the customer's eligibility.
- Third party loyalty (customized): A loyalty button on POS is used to fetch the rewards assigned to the customer by providing the phone number/barcode etc. which is associated to the respective customer. Hence rewards can be redeemed during the payment time.
This document discusses the following:
Viewing reward status
Once customer is assigned to a ticket, if that customer has any rewards available. 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 with credit card, some additional loyalty features will be available to the customer. To take the advantage of these, make sure you have digital signature capture turned on and the customer does 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 below screen is appears.
The customer can view the loyalty reward status and select their receipt option — None, Print, or email.
Tracking loyalty program rewards
Log in the POS.
Tap Point of Sale > Quick Mode.
From the order entry screen, tap the Order name. The Customer Profile screen appears.
Enter the customer name or phone number. The matching results appear on the screen.
Tap the name of the customer from the Customer Results section to view the selected customer record.
Under Sales History, view the desired sales history. You can see the first sale, last sale, recent sales, and sales history by month.
Under Loyalty view the available earned rewards.
Tap Customers to return to the search screen, and tap Cancel once to clear the search screen and again to return to the order entry screen.
Note: To know how to track loyalty rewards in Back Office, refer to Assigning a loyalty program
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