Loyalty | SpotOn Terminal

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Loyalty

Loyalty rewards are set up and configured in the Merchant Dashboard, under Loyalty Rewards. Please see Merchant Dashboard: Loyalty Tab for details on adding, adjusting, and disabling loyalty rewards.


Check-In

The customer can check in on the SpotOn Terminal by entering their phone number or scanning their QR code in their consumer app.

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Action

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  1. Enter the sale amount in the Terminal

  2. Tap SpotOn logo in the upper right corner

  3. Enter 10 digit customer phone number or

    • Tap the Scan QR Code button

      • Scan the QR code from the Check-In Tab in your SpotOn App and continue to Step 5

  4. Tap the blue check mark to check in

    • If the phone number is not recognized, a message will display: “No account associated with Phone Number. Enter your email above to complete a one time account validation

      • Enter email address

      • Tap the green enter key

      • If there are multiple phone numbers associated with the email address entered, a prompt will display requesting to select correct/preferred phone number

  5. A Success/Welcome message will display, tap Continue to access the Offers screen (See below for further instructions)

 

Deals and Discounts

If the SpotOn Terminal is being used in conjunction with a Marketing Only account, the Offers screen will only display available Deals. The Offer screen for Loyalty accounts will display both Deals and Rewards.

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  1. To reach the Discounts screen, tap Extras below the transaction price (See above for instructions on Checking In)

  2. Tap Discounts

  3. Tap Add Discount

  4. Input the Discount Name

  5. Input the discount Amount and select percentage or dollar

  6. Tap Done

  7. Tap Save

  8. Press the ← Back arrow to return to the terminal

  9. The discount has been applied

  10. Complete the transaction as normal

 

Redeeming Rewards

Updated instructions and video coming soon!

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