Loyalty & Memberships
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      2. Cart Rules, Segments & Loyalty/Memberships
      3. Loyalty & Memberships

      Selling A Membership Through The POS Or Online

      Selling A Membership from the POS

      1. Locate the Loyalty Program Button: From the POS, find the product corresponding to your loyalty program. 
      2. Add to the Tab: Add the loyalty program product to the customer's tab. Even if it's a free program, it must be added to enroll the customer.
      3. Process the Customer's Order: Ring in the customer's regular order as normal. This does not need to be a separate transaction.
      4. Initiate Rewards Check-in:
        1. On the POS without a customer-facing display (CFD), the server will click on "Rewards Check-in" at the top of the tab. 
        2. On the POS with a CFD, the customer will click on the "Rewards Check-in" buttonloyalty check-in
      5. Enter Contact Information: The customer/server can either enter their phone number or have the guest scan a QR code with their phone. Both methods will add them to the program if they are not already enrolled.
      6. Close the Tab: To fully update the customer's account, close the tab by processing payment (if the membership/loyalty program is free, simply close the tab).
      7. Confirm Enrollment: The POS will send a confirmation text or notification. Ensure the customer confirms. If you have quick check-in* enabled, the customer will not receive a text and will be automatically enrolled as soon as the tab is closed. 
      8. Close the Tab: To fully update the customer's account, close the tab by processing payment (if the membership/loyalty program is free, simply close the tab).

      Selling A Membership Online

      First, you'll need to set up a menu with your memberships. From the manager dashboard, ensure that your membership category is attached to the appropriate menu. You can set up a separate menu for memberships or simply add it to an existing one, like merchandise. For help setting up menus, check out this article: How To Create A Menu

      To share the menu link directly with your customers, simply navigate to your Links & QRs page in the Manager Dashboard and copy the applicable Menu link and share. menu link

      Once your customers have access to the menu with your memberships, they will be able to purchase one online the same as they would any regular product. 

       

      *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 quick checkin on