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Quick Links


Search/Create Customer Loyalty

Action

Display

1. If SpotOn Loyalty is enabled in the BOH, the user will see Loyalty in Show Commands Menu in place of the legacy House and Loyalty button

2. Tap Loyalty and go to Search View to search for a loyalty account

  • Search by name, email or phone number and see matching results with their Available Spots listed

Please note this is a DIFFERENT database than the customer/delivery database

3. If there are no matching customers (i.e., no existing loyalty account for this customer), click New Customer at the bottom of the search window and create a new loyalty account

4. After creating a new customer, the user can see the customer details and choose to Attach to Current order (if there is an order already started)

  • This will allow the customer to start earning spots

5. Coming Soon: Loyalty accounts can also be found by swiping the new SpotOn Loyalty card or by scanning the QR code on the new SpotOn Loyalty card with a Honeywell scanner

Please note these cards have not been issued by SpotOn at this time but will contain both a magstripe and QR code


Redeeming a Reward

Action

Display

1. If a customer account has already earned spots, spots will be displayed in Customer DetailsĀ 

  • Deals/offers sent directly to the customer will also display here

2. The business can choose to redeem a reward for this order by first attaching the loyalty account to the order, then selecting a reward to see the details

3. Select Redeem

4. The redeemed reward will apply the reward to the Order Summary and update the balance due

Please note, only one reward can be redeemed at a time

5. After the transaction is complete, the reward and the amount discounted will be included on the receipt

Spots earned are printed on the bottom regardless if a reward is redeemed or not

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