How to use the Loyalty Program

Alexiz

Last Update 3 年前

1. Select Back Office, then Settings, then Company. When scrolling down to the bottom you'll see Earning Points (how many points they earn per $1 spent) and Using Points (how much their points are worth at your store). Select save on the bottom when finished.


2. A customer must be added to the sale for points to be tracked. Earned points will show at the bottom of receipts that have customers added to them. In order to see how many points a customer has earned, select Customer. Search the customers name or other information and select edit. Their points will appear at the top.


3. To use points on a sale, add a customer to the sale. On the Payment Type screen select Loyalty Points. The points will automatically be added to the sale and will deduct as many points as are available. The remainder will appear on the bottom of the receipt.


4. To adjust the loyalty levels, or rewards the customers will be eligible for, select Back Office, then Settings, then Loyalty Levels. New ones can be added by selecting Add New. The threshold is the amount the customer will have to spend at your store in order to be eligible for the rewards. Rewards can be added after the level is saved. Click on any existing levels to edit them.  


http://s3.amazonaws.com/iverticle.rails.attachments/bravacorp/attachments/17232/BravaPOS_Training_-_Using_the_Loyalty_Feature.mp4


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