How do customers redeem a reward at the till?

What you need first

• A published card and a customer who holds it.
• For Shopify POS, the Shakewell tile set up on the POS. See the guide on Shopify POS.
• For Square, Square connected, with the customer attached to the sale. See the guide on connecting Square.
• Staff need permission to change cards to redeem on the Scan page.

Steps

1. A customer fills their stamp card, or earns enough points for a reward.
2. Staff find the customer. On the Scan page they scan the card or search by name, email, phone or card code. In Shopify POS they open the Shakewell tile.
3. For a full stamp card on the Scan page, choose Redeem reward. The reward is handed over and the card starts again.
4. In Shopify POS, choose Redeem next to the reward under Rewards. The reward is applied to the sale, so take payment as usual.
5. With Square, attach the customer to the sale. A ready reward is applied by Square.

WooCommerce

When a stamp card completes and WooCommerce is the only till connected, Shakewell issues a WooCommerce coupon as the reward.

If something goes wrong

• Redeem reward is greyed out on the Scan page: the stamp card is not full yet.
• Redeem is greyed out in Shopify POS: the customer does not have enough points for that reward.
• You applied a reward by mistake in Shopify POS: choose Remove reward. If you do not see it, ask a manager, because your account may limit that to managers.
• A Square sale has no reward: sales with no customer attached earn nothing and cannot use a reward.
• Shopify POS says This card has been replaced or voided: ask the customer to use their new card.