Membership/Loyalty: Member Info and Checking In On The POS/CFD

Member Info

Customers can view their membership information from their GoTab Account either from a web browser or the GoTab User App.

First, they'll need to click on the user icon in the top right , then navigate to Account > Settings  where they can see all of their account details. From here, they'll just need to scroll down to see any available Coupons and Membership information.

Checking in an Existing Member from the POS

1. Ring in the customer's order: Add the items the guest wishes to purchase to their tab as normal.
2. Initiate rewards check-in and enter phone number:
   1. Without a CFD, the server will click on "Rewards Check-in" at the top of the tab and enter the customer's phone number. 
   2. With a CFD, the customer will click on the "Rewards Check-in" button and enter their phone number.
3. Check-in: This will happen in one of two ways depending on your location's settings.
4. 1. The customer will receive a text with a link they can click on in order to complete the check-in process.
   2. With quick check-in* enabled, the system will automatically check the customer in and provide a notification on the customer-facing display. There is no need for the guest to access their phone or follow a link.
5. Verify check-in status: On the POS, once the information is sent, you will see "Customer Info" displayed instead of "Check-In," indicating the customer has been successfully checked in.
   
6. View reward status: By clicking on "Customer Info," you can view the customer's name and the status of their rewards.
   

*To enable quick check-in at your location, from the manager dashboard go to Location Settings > Edit > Display Settings > ensure Quick Check-In is toggled ON