LOYALTY

Setting Up a Loyalty Customer

It is quick and easy to add customers to the Loyalty program through the portal. Access the menu bar on the left side of the home page. Choose “Product Hub.” Tap “Gift Cards and Loyalty.” Tap “Gift Cards and Loyalty” from the menu at the top of the screen. Choose “Customers” from the menu on the […]

Creating a Loyalty Customer After a Sale

You can add customers to your loyalty program after a sale is complete. After the sale is complete, tap “Create Loyalty Account” button at the top of the screen. Choose “Create Loyalty Account”. The Create Customer Loyalty Account box will appear. Phone number and email are mandatory. To save time, you can choose to only add a […]

Adding Payment Cards to a Loyalty Customer

You can attach payment card information to a Loyalty Customer. Navigate to the Product Hub by choosing “Go to Product Hub” from the pull out menu on the left side of the 1stPayPOS home page.   Tap the “Gift Cards & Loyalty” icon and then choose the “Gift Cards & Loyalty” tab from the top […]

Viewing Loyalty Customer’s Rewards

The Transaction Summary is an easy way for you to track purchases made by a Loyalty Customer. Navigate to the Product Hub by choosing “Go to Product Hub” from the pull out menu on the left side of the 1stPayPOS home page. Tap the “Gift Card and Loyalty” tab. Tap the “Gift Cards and Loyalty” […]

Viewing a Loyalty Customer

You can view/edit your customers rewards from within the app. From within the 1stPayPOS app, tap Loyalty Search” at the top of the home page. Type in the customer’s name or customers phone number. Tap “Search.” The “Loyalty Summary” pops up and displays the customer’s rewards. Tap the customer’s name. A more detailed view of the […]

Editing Loyalty Rewards in the App

You can manage and edit your customers rewards from the within the app to add or subtract rewards as needed. From within the 1stPayPOS app, tap “Loyalty Search” at the top of the page next to the time clock. Type in the customer’s name or phone number and tap “Search.” The customers Loyalty Summary pops up, displaying […]

Redeeming Loyalty Points

If you have set up your loyalty program for points, your customers can redeem their loyalty points at the time of sale. After the order is entered, tap “Loyalty Search” to bring up a loyalty customers summary. Tap “Redeem” on the customer Loyalty Summary screen to view the available rewards. The customers Redeem Rewards option pops-up. Tap […]

Consumer Loyalty Login

You loyalty customers can view and edit their loyalty account online, anytime. When you add a customer to your Loyalty program, he or she will receive an email with the web link, http://My1stRewards.com, and temporary password.   If another Loyalty Customer is set up using an email address that already exists, the customer will receive an email […]

Create a Loyalty Program

The 1stPayPOS comes with a built in loyalty program to allow you to offer your customers discounts or rewards. Gift Cards and Loyalty setup are accessed through the “Product Hub.”   Navigate to the Product Hub by choosing “Go to Product Hub” from the pull out menu on the left side of the 1stPayPOS home […]

Create a Loyalty Customer at the Time of Sale

You can add customers to the loyalty program at the time of a transaction. Tap on the “Sale” button and a list of options will appear. Tap “Create Loyalty Account.” The Create Customer Loyalty Account box will appear. Phone number and email are mandatory. Enter information and tap “Create Customer.”   Once enrolled in your […]