Search/Create Customer Loyalty

Owned by Will Castleberry
Sept 11, 2023
2 min read

SpotOn Loyalty must be enabled in the BOH settings - Please see Loyalty Setup | SpotOn Restaurant for more information

Action

Display

Action

Display

1. Tap the Show Commands button, then select Loyalty

If Loyalty is not enabled, you will not see the the Loyalty button

  • The Loyalty Search screen will open

2. Use the Search field to search for the customer by name, email, or phone number

  • Matching results will display the customers name and available Spots

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), tap New Customer

4. Input the customer details

  • Name

  • Email

  • Phone

5. Tap Accept

6. The new customer details will display, and you may now choose to Attach to Current Order (if there is an order already started)

  • This will allow the customer to start earning Spots