How to Find or Add a Loyalty Program Member

Getting to the Loyalty Lookup

1. Open an order (or start a new one).
2. Tap the Loyalty button on the order screen.

From here you can search for an existing member or add someone new.

Finding an Existing Loyalty Member

1. In the loyalty lookup, type the customer's name, phone number, or email in the search field.
2. Select the customer from the results to attach their loyalty account to the current order.

Their points will be applied automatically once the transaction is complete.

Adding a New Loyalty Member

1. From the loyalty lookup, tap Add New Member.
2. Enter the customer's name and phone number.
3. Tap Sign Up and Associate.

You'll see a confirmation that the member was signed up successfully. The system also shows how many bonus points were awarded — if you haven't set up a sign-up bonus in your loyalty settings, this will show as zero.

Note: Bonus points from the sign-up and any points earned on the order are awarded after payment is completed, not when the member is added.

Completing the Transaction

Once the loyalty member is attached to the order, finish up the way you normally would:

1. Add items, then tap Transaction.
2. Choose the payment method and complete payment.

After the transaction goes through, the customer's new points are applied to their loyalty account automatically.

You're done

That's all it takes to enroll a customer or pull up their loyalty account mid-order. Points are tracked from here on out — no extra steps on your end.

Questions? Text us or reply to your welcome email — we've got you.

Related

• How to Manage Your Loyalty Program

Need help? Get in touch!

• For immediate assistance, call/text: (720) 821-4691
• For non-urgent needs, please email: support@tableneeds.com