Sign Up a Customer for Loyalty

Sign Up a Customer for Loyalty

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).

  • If using the Essential Package, a payment screen will appear, where you will be able to enter your information. Select Complete to complete the purchase. This app is free of charge for all OmniChannel users.

 

 

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.

  • Uncheck the box to end their loyalty subscription. 


 

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.

  • The customer's name will appear in the customer field and their info will be saved for the order.
  • If using loyalty cards, hand a card to the customer for them to keep, so their info can easily be brought up and saved for future visits, with a quick scan of the card.
  • If using mobile phone numbers to track loyal customers, simply search for the customer via the customer popup to save the customer's info for the order, including point status. 

 

 

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.

  • If the customer was not created yet, select the New Customer button on the top right of the screen. From the drop-down that appears, select to create either a Personal or Business customer. 

3. In the General or Contact Info tab, select the Loyalty checkbox to sign the customer up with the Loyalty program.


  • Uncheck the box to end their loyalty subscription. 

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.

  • If using loyalty cards, hand a card to the customer for them to keep, so their info can easily be brought up and saved for future visits, with a quick scan of the card.
  • If using mobile phone numbers to track loyalty customers, simply search for the customer via the customer popup in POS to save the customer's info for the order, including point status. 

    • Related Articles

    • Generate and Print Customer Codes on Loyalty Cards

      Overview In the system, you can easily generate Customer Codes and then have them printed onto physical loyalty cards. When a customer enrolls in your loyalty program, hand them a loyalty card and quickly assign the customer code to that customer. ...
    • Loyalty Program Setup

      Overview With our Loyalty program you will be able to better retain your customer base and increase repeat business. You can set customized loyalty rules to have customers earn a certain amount of points, either per visit or a specified amount spent, ...
    • Edit Customer's Current Loyalty Point Balance

      Overview Note: This feature is only available with the OmniChannel plan or after installing the Loyalty app. If you would like to adjust a customer's current number of loyalty points, this can be done directly in their customer profile in Back ...
    • Loyalty Point and Reward Redemption in POS

      Prerequisites 1. The Loyalty app must be installed/purchased from the Back Office App Directory. 2. A Loyalty Rule must be set up in Back Office for the store you are logged into on POS. For instructions, please see ...
    • Loyalty Reporting in Back Office

      Loyalty Report To access, select Reporting--->Loyalty Report in the left navigation menu. In the Loyalty Report, each date that at least one loyalty action occurred appears in a separate row. You can customize which columns you would like displayed ...