Enroll Customers in a Loyalty Program

  • Updated

You have created a loyalty program, and now you want to link it to customers so that they can benefit from your great rewards? In this How-To you will learn how to do this in enforePOS

Requirements

You can link the loyalty program to the customer profile either directly from the register during the payment process or via the customer list.

  • From the cash register

    1. Open Sales > Register.
    2. Tap [+ Customer]. Bildschirmfoto_2022-08-11_um_14.28.53.png 

      You can either create a new customer or select an existing customer.

    3. Tap on Bildschirmfoto_2022-08-12_um_11.55.07.png to create a new customer.Bildschirmfoto_2022-08-11_um_15.10.05.png ⮕ The window Create Customer opens.

    4. Choose the type of customer you want to create. Bildschirmfoto_2022-08-11_um_15.12.27.png

    5. Enter the customer data.

    6. Tap on [Create customer].Bildschirmfoto_2022-08-11_um_15.28.45.png ⮕ The customer has been created and is automatically selected for the order. Bildschirmfoto_2022-08-11_um_15.29.51.png
    7. To select an existing customer, tap on the desired customer. Bildschirmfoto_2022-08-11_um_15.30.54.png ⮕ The customer is selected for the order.
    8. Tap on the name of the customer. Bildschirmfoto_2022-08-11_um_15.32.56.png ⮕ The window Customer Profile opens.
    9. Switch to the tab Loyalty Programs.
    10. Tap [+ Add Loyalty Program]. Bildschirmfoto_2022-08-11_um_15.33.52.png ⮕ The window Select Loyalty Program opens.
    11. Select the desired loyalty program. mceclip0.png⮕ The window Distribute Loyalty Program opens.
    12. Set how the loyalty program will be distributed.
    13. Tap [Complete]. Bildschirmfoto_2022-08-11_um_15.37.57.png ⮕ The message Loyalty Program subscribed successfully is displayed.
    14. Tap on [Confirm]. Bildschirmfoto_2022-08-11_um_15.43.38.png ⮕ The customer has been subscribed to the loyalty program.
  • Using the client list

    1. Open Customers > All Customers.
    2. Select the desired customer.
      ⮕ The window Customer Profile opens.
    3. Switch to the tab Loyalty Programs.
    4. Tap [+ Add Loyalty Program].Bildschirmfoto_2022-08-11_um_15.48.43.png ⮕ The window Select Loyalty Program opens.
    5. Select the desired loyalty program. Bildschirmfoto_2022-08-11_um_15.49.35.png ⮕ The window Distribute Loyalty Program opens.
    6. Set how the loyalty program will be distributed.
    7. Tap [Done].Bildschirmfoto_2022-08-11_um_15.50.23.png ⮕ The message Loyalty Program subscribed successfully is displayed.
    8. Tap [Confirm]. Bildschirmfoto_2022-08-11_um_15.51.05.png ⮕ The customer has been subscribed to the loyalty program.

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