04-30-2023 09:06 PM
Hello! When a customer says that the rewards are not showing up on their account what do I do? Also, how do I get someone off of someone else's account? Thanks!
05-01-2023 01:33 PM
They might be speaking about the Toast Takeout App, but you can manually send them rewards information via email. Rewards are linked to credit cards or gift cards, I'm not really sure what you mean by removing someone from the account, if you have a screenshot of what you are speaking about I would happen to check it out!
Looking Up a Toast Loyalty Rewards Balance
Manually Adding / Adjusting Gift & Rewards Balances
05-01-2023 04:40 PM
So you need to make sure the rewards accoutn is linked to their cards.
Also I wouldn't reccomend using the manual adjustment because that is not going to solve the root of the problem. Do you know who is getting the wrong rewards etc.
A little background of toast rewards and the technical side of things
You can add rewards to a customer using the add rewards button on the order screen on the POS. You can lookup this way also.
If you do this the POS will look for rewards and add rewards to that transaction, provided the customer hits claim rewards if it is their first time using that payment method.
The rewards system will take whatever info is in the customer object for the order and add it to their account.
Heres where it becomes messy
If a rewards account is tied to a credit card transaction and points are earned from that (tap/key/swipe/insert) the payment must be voided then the card must be removed from that customers account and only then can you re-ring another card to get the points. (Loyalty GUID is attached to the payment GUID), and that card is now always going to be linked to that cutomer unlesss you.
1. Make an order with accurate guest info.
2. Add the loyalty account on the customer object before going to payment screen
3. Run the payment that was unlinked from the other card then click attach loylaty and add the new card number that you had just created for the correct customer. Then go on the backend and pull up the check and verify that the Loyalty GUID on the customer object matches the payment object. You must run a payment for it to be fixed or it will revert.
If you need clarification reach out