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Demo / Loyalty and Rewards

Points at the register, rewards you defined.

A 3-minute walkthrough of the rewards program, recorded on the live system.

Customers earn points on the orders they pay for and claim rewards on the way to the payment screen. The owner decides how points are earned, what the rewards are and what each one applies to. Attendants only have to say yes or no to the popup.

Runtime2 minutes 58 seconds
PresenterSean Henderson
Who it is forOwners setting it up, attendants running it
Where it happensRegister, store settings and inventory

In this video

Recorded on the shipped system with sample data. No editing, no slides.

Read the full transcript ↓

01

What you will see

  • ●Points accumulate on the customer profile as orders are paid
  • ●The claim a reward popup appears before the payment screen
  • ●Rewards are the ones the owner set up ahead of time
  • ●The popup is skipped if the customer cannot redeem anything
  • ●It is also skipped if the program is disabled for that customer
  • ●A reward is grayed out when the customer is short on points
  • ●It is also grayed out when nothing in the order qualifies for it
  • ●The printed receipt shows points earned, points spent and the new total
  • ●Enable the program from the store info tab in store settings
  • ●New orders: one point per laundry order paid at least partly with real money
  • ●Dollars spent: points from real money on the pre-tax subtotal, rounded down
  • ●Store credit does not earn points under either type
  • ●Give new customers a starting point balance as a first-time incentive
  • ●Build rewards on the inventory page with the new reward button
  • ●Each reward has a name, a department, a point cost and a value
  • ●Choose flat discount or percentage, and which items it applies to
Read more

Loyalty and rewards

The feature page covers how points accrue, how rewards are built and what the program looks like once a store has been running it for a while.

Loyalty and rewards →
02

The workflow in four moves

01

Turn the program on

Store settings, store info tab, the rewards program section at the bottom. Check the box and pick a type. That is the whole switch.

02

Decide how points are earned

New orders gives one point per laundry order paid at least partly with real money. Dollars spent earns from real money on the subtotal before tax, rounded down to the whole dollar. Store credit does not earn under either one.

03

Build the rewards

On the inventory page, new reward. Name it, put it in a department, set the point cost, choose flat discount or percentage with its value, and set what it applies to. It behaves like a coupon from there.

04

Let the register run it

The popup fires on the way to payment with only the rewards that customer can actually use. Anything they cannot claim is grayed out, and the receipt prints what they earned, what they spent and where they stand.

03

Transcript

Full text

Every word of the walkthrough, in order. Useful if you would rather skim than watch, or need to send the setup steps to whoever configures the store.

Sean Henderson, Wash-Dry-Fold POS

Read the full transcript

Hello, this is Sean with Wash-Dry-Fold POS. In this video, I’d like to show you our new rewards program. When this feature is enabled for your store, your customers will be able to earn points for every laundry order they pay for, and then later redeem those points for coupon-like rewards. First, let’s see it in action. I’ll select a customer that has some points already accumulated and ring up a new laundry order.

Before I get to the payment screen, the claim a reward popup appears with rewards the store owner has set up ahead of time. If a customer does not have enough points to redeem any rewards, or the rewards program has been disabled for this particular customer, this popup will automatically be skipped. In this example, one of the buttons is grayed out because the customer does not have enough points yet to claim this reward. Another reason a reward button might be grayed out is if there are no items in the order that this reward applies to, similar to a coupon. At the end of the transaction, the printed receipt will show how many points were earned or spent and the customer’s new rewards points total.

Here’s how to enable the rewards program for a store. First, go to the Store Settings page. At the bottom of the Store Info tab there’s a section titled, “Rewards Program.” Check the Enable Rewards Program check box, and select a rewards program type. “New Orders” says that one point is earned for every laundry order paid at least partially with real money, orders paid entirely with store credit do not count towards points earned. While “Dollars Spent” says that points are earned from real money spent on a laundry orders subtotal before tax rounded down to the nearest whole dollar. Store credit spent does not count towards points earned.

If you want new customers that try your drop-off service to get a leg up with some rewards points to start with, enter a number you feel is appropriate in the starting rewards points for new customer field. This could also be used as a way to offer a high point cost reward for brand new drop off customers as a first time incentive. Click the green save button when you’re done.

Here’s how to create rewards items. Go to the Inventory page. In the right column, click the button labeled new reward. The new reward will need a name, a department it appears in, a point cost, whether it’s a flat discount or a percentage and its value, and what items it can be applied to. Click save when you are done. And now you have another reward to offer. Thank you for watching.