It is fast and easy to attach a loyalty customer to their sale.

Search for the customer in the Loyalty search field on home page.

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The Loyalty Customer appears. Tap the customers name.

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The customers Loyalty profile appears. The customer is now linked to the sale. Tap “Close.”

 

This attaches the loyalty customer to the sale so they can earn the rewards for the transaction. The loyalty customer must be added before the sale is finalized.

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The customer’s name now appears on top of the Sale section.

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Once the sale is complete, the customer’s phone number and email address are conveniently filled in.

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