Managing Customers
Adding Customers to an Order
Assigning New/Existing Customer to Order Before it is Processed 1. Tap the customer popup on the top of the screen. (By default, it will say Walk-In.) 2. In the search field, you can search for an existing customer (who was already entered into the ...
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, ...
Creating a New Customer in POS
Creating New Customer Before Order 1. Tap the customer popup on the top of the screen. (By default, it will say Walk-In.) 2. After opening the customer popup, select + New Customer. 3. On the New Customer screen, select whether you would like to ...
Viewing Customer List and Details in POS
Viewing Customer List 1. Tap the customer popup on the top of the screen. (By default, it will say Walk-In.) 2. The list of customers will appear and can be scrolled via the blue scroll on the right side. Viewing/Editing Customer Details ...
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 ...
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. ...
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 ...