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Loyalty Server sign up

Penguin_Meg1
Salad I

I have asked about loyalty before in this forum but am finally trying to implement it! 

It seems very simple to use for our counter service restaurant, guest facing terminals. However, for our full service it doesn't seem quite so cut & dry.

I have added a line on the receipt (in the promo setup section) to ask for the customers phone so that the server can either apply rewards or to sign the customer up. Applying rewards seems to work but I cannot figure out how to have a server enter a customer phone number at the time of payment to actually SETUP a rewards account.

**Can the server take a phone number and put it in at the time of payment that then texts the customer the link for the rest of the sign up process?(Where would we put that?) I need a way for a customer to sign up that is not through a QR code. 

**Is it possible to put a QR code on a physical customer receipt

**How can my server make a customer a physical loyalty card that can be scanned or swiped?

3 REPLIES 3

rcmck
Dessert I

You don't need to use the promo area, just turn on rewards signup for receipts (under payment options) and save the promo area for promos.
To signup on the POS, after taking the payment, go back to the payment screen where you would add the tip, there will be a rewards signup button now, enter the phone number they wrote on their receipt there and they will get a text, if they pay cash you can still do it just need to go back to the closed check.

rewards-signup.png

Thank you for your help! I'll give that a go!

My receipt settings are set up as this and nothing printed on the receipt indicating a rewards program. What should be on the receipt?

Well it will only show on the merchant and customer receipts after processing a payment. Should have a message on the bottom outlining the loyalty program and how many points they could earn for their purchase as well as a line to write down their phone number. If it is cash and you have receipts turned on or print on demand it should also be at the bottom of that receipt. 

PXL_20240619_175855840.jpg