KB1337 HOW TO CREATE AND ASSIGN A LOYALTY CLIENT

PURPOSE
The purpose of this document is to guide you through how to create and assign a Loyalty Client

STEP 1: HOW TO CREATE THE CLIENT
1. From the main floorplan screen, choose Other Options.

2. Choose Clients

3. Choose Create

4. Fill in the Client information.

5. Ensure “Frequent Diner” is enabled. This is what enables the client to accumulate loyalty points.

6. The client is now created to accumulate points. To save your changes, choose Save. If you wish to
add a loyalty Card to the client, please refer to STEP 2: ASSIGNING A LOYATLY CARD

STEP 2: ASSIGNING A LOYATLY CARD
1. From the client window screen, choose Manage Cards.

2. Choose Assign Card

3. Swipe the loyalty card now. Press OK.

4. The card will now be assigned to this client. Press Close.

5. The client is now associated to the loyalty card. Press Save. If you wish to assign an automatic
Discount to the client, please refer to STEP 3: Assigning a Discount to a Client.

STEP 3: Assigning a Discount to a Client
The following steps enable an automatic Discount to apply to an order when the client is assigned, or
the loyalty card is swiped in an order.
1. Choose the Discount drop down.

2. Choose the discount you wish to assign to the client. You can create these discounts from Manager
Options > Configuration Tab > Discount Reasons.

3. Save your changes.

INDEX A: HOW TO ASSIGN A CLIENT TO AN ORDER
METHOD 1: Without a Loyalty Card
1. From the Order Screen, choose Assign Client.

2. Search for the client and then press Select

3. The client is now assigned.

METHOD 2: With a Loyalty Card
1. From the Order Screen, choose Assign Client

2. From the assign client window, swipe the Loyalty Card. The client assigned to the card should now be
listed. Choose Select.

3. The client is now assigned.