Prerequisites
1. In Back Office, navigate to Apps--->App Directory in the left navigation menu.
2. Select and install the Loyalty app.
3. A payment screen will appear. Select the Buy button to purchase.
Note: Pricing is based on the total number of qualifying loyalty visits across all active locations per month. If this number surpasses 1,000 for a month (1000- 2,000 qualified visits), the price for that month will increase by $5. It will increase by an additional $5 each time another 1,000 qualified visits are reached (1001-2,000, 2,001-3,000, etc).
Sign A Customer Up for Loyalty in POS
1. Select the customer popup. The default will say Walk-In.
2. If the customer exists already, search for the customer (by name or phone number) in the search field and then select the arrow to the right of the customer's name to open up the customer's details.
3. Select the Edit button on the top left of the screen.
4. Select the Loyalty checkbox to sign the customer up with your Loyalty program.
5. Enter the customer's Mobile Phone number into the respective field.
6. Select the DONE button to save and successfully enroll the customer in the loyalty program.
Sign A Customer Up for Loyalty in Back Office
1. In the Back Office left navigation menu, select Customers--->Customer List.
2. Select the row of the customer whom you would like to sign up for loyalty.
3. In the General or Contact Info tab, select the Loyalty checkbox to sign the customer up with the Loyalty program.
4. Enter the customer's Mobile Phone number into the respective field.
5. Select the DONE button to save and successfully enroll the customer to the loyalty program.