Customers and loyalty points

Attach a customer to the sale so they earn loyalty points and their purchase history is recorded. If the customer has points, you can redeem them as a price cut.

Finding and attaching a customer

1. Press Customer at the top of the cart (POS Android: Find / Register Customer).
2. Enter the customer’s Name, phone, or email.
   • For a phone number or email, press the search button (magnifier icon).
   • For a name, pick the customer from the list that appears.
3. The customer is attached to the sale. Their first name shows on the Customer button, along with their available points.

To remove the customer, open the window again and press the Detach customer icon.

POS Android only

• Look-up is by Phone number or email only, then press Find.
• Once found, press Link to this sale (no redemption) to attach the customer without redeeming points.
• You can register a new customer on the spot: press Register as a new customer, enter the Customer name and WhatsApp number (email is optional), then press Register & Link.
• Looking up and registering members needs an internet connection.

Linking a customer by WhatsApp number

In the Payment window (POS Web and POS Android), the Send receipt to WhatsApp section also attaches the customer to the sale. It’s the quickest way when the customer wants the receipt on WhatsApp and the points too.

1. Type the customer’s WhatsApp number, then press Enter or Link.
2. The POS looks for customers who use that number, from the WhatsApp or phone number on their customer record and from their loyalty account:
   • One customer: attached straight away. You see “Linked to …. The receipt is sent after payment.”
   • Several customers: you see Several customers use this number. Pick one:. Each name shows its points, or no loyalty account. Press the right one.
   • None: the POS creates a new customer named from Name for a new customer (optional). Left blank, it uses the name from an earlier WhatsApp chat, or a placeholder such as “WhatsApp ••• 422” that you can change later in the dashboard.
3. If the customer has no loyalty account yet, one is created for them. The customer doesn’t get an activation message.

If another customer was already attached, the WhatsApp number’s customer replaces them, and any points redeemed for the previous customer are taken off this sale.

Marketing consent

Tick Customer agrees to receive marketing messages on WhatsApp only when the customer says they agree. Tick it before linking: once linked, it’s locked. The POS records it as verbal consent given at the till, recorded by you. The receipt is sent without this consent, because a receipt isn’t a marketing message.

Caution

• Linking needs an internet connection, on POS Android too.
• “This WhatsApp number belongs to another customer’s loyalty account.” means the number is already on another customer’s loyalty account. Pick the customer who owns that account, or check the records in the dashboard.

Redeeming points

1. With the customer attached, enter the number of points under Redeem points against this sale (POS Android: Points to redeem).
2. Press Redeem.
3. The discount shows in the cart summary as a Points row.

Points can be redeemed once per sale, and never more than the points available or the amount still due.

Tip

Add all the products to the cart before redeeming points, so the points you can redeem match the full bill.