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Loyalty & House Account

May 12, 2021/in Training /by NextEraPOS

How to Locate and Set Up Loyalty in the Back Office:

Log into the Back Office, and Locate the Loyalty Section:

Loyalty House-1

Fill Out the Appropriate fields, with Loyalty information:

Loyalty House-2

ACCUMULATION:

Enable Loyalty: Turns Loyalty feature On and Off

Points for Customer Enrollment: Number of Points a Customer receives for Enrolling in Loyalty

Points for Every Visit: Number of Points a Customer receives for Visiting the Location

Points for Cash Payments: Number of Points a Customer receives for using the Cash Tender

Points for Non Cash Payments: Number of Points a Customer receives for using the Non Cash Tenders

Menu Item Based: Number of Points a Customer receives for Purchasing that Item off the Menu

Category Based: Number of Points a Customer receives for Purchasing Items from that Category

REDEMPTION:

Redeem Points At: Dollar Value of EACH Loyalty Point

Minimum Points Required for Redemption: The Points that are needed to be able to use Loyalty savings

How to Add a Customer to the Loyalty Program in the Front of House:

Log into the Front of House, with your employee number and click the Person icon at the top of the screen:

Loyalty House-3

This will launch the customer loyalty page, where you can enter the Customer information:

Name, Phone Number, Address, Email

Loyalty House-4

Click Save after all the information has been saved:

Loyalty House-5

When you click on the Customer Name to the Left of the person icon the Loyalty account will now be created and start accumulating points

Loyalty House-6

Tags: Account, House, House Account, Loyalty
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https://nexterapos.com/wp-content/uploads/2022/12/Nextera-Logo-Blue.png 0 0 NextEraPOS https://nexterapos.com/wp-content/uploads/2022/12/Nextera-Logo-Blue.png NextEraPOS2021-05-12 20:21:482021-05-12 20:23:36Loyalty & House Account

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