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Why is it SO hard to add a customer to Loyalty on POS and GO???

LookoutTavernAZ
Soup II

Ok guys,  What am I missing here???

Server asks customer,  Are you part of our loyalty program?

Customer Says no. but would like to be. 

Server says all we need to sign you up is a phone number.

Customer gives phone number....  

WHATS THE NEXT STEP???  How do they add that customer on GO 2 and sign them up??

The documentation is not clear at all.  

9 REPLIES 9

rcmck
Dessert I

Choose rewards sign up on the check payment screen.

When you go to Rewards on the payment screen,  it offers a place to enter a rewards account number,  or search by name or phone number.  if you enter a number that is NOT in the POS,  it does NOT give you the option to sign the customer up.  

Screenshot_2024.07.10_22.58.34.700.png

If you don't see the signup button on the payment screen, the signup availability is probably turned off for your POS and handheld.

To verify your setting, go to :https://www.toasttab.com/restaurants/admin/payments and find "Rewards Signup"

So the signup option only appears in the payment screen AFTER the tab is closed.   We would like staff to be able to enter a customers number,  while opening a tab,  Toast enrolls that number to their tab,  then allow them to create an account on their own while they are dining.   NOT have to go back afterwards and FIND a closed tab.