How do I set up Shakewell Wallet in Shopify POS?

What you need first

• Your Shopify store connected. See the guide on connecting Shopify.
• At least one published card.
• An account admin login in Shakewell. Only account admins can change POS settings.

Steps

1. Connect your Shopify store and publish at least one card. You need to be an account admin in Shakewell.
2. In Shopify POS, open the home screen (the smart grid), edit it and add the Shakewell tile. Save the layout.
3. In your Shopify admin, open Settings, then Users and permissions, and check each staff member can use the Shakewell app.
4. In Shakewell, open Integrations and open your Shopify store, then find the Shopify POS section.
5. Under Default card issued at the counter, choose the card to use. Only published cards are listed.
6. For each action, choose All staff or Managers only: who can issue cards, add more than one stamp per tap, adjust points, undo redemptions and remove stamps.
7. Set Largest points adjustment (1 to 1,000,000) and Most stamps per tap (1 to 100).
8. Choose Save POS settings. Staff see the changes the next time they open the tile.

Check it works

1. On a POS device, open the Shakewell tile. It says Loyalty underneath.
2. Search for a test customer, or choose Issue card and make one.
3. Add a stamp and check the count goes up.

What staff do at the counter

• Find the customer: choose Scan card, or type a phone number, email, name or card number of at least 3 characters and choose Search.
• Issue a card: choose Issue card, enter a first name and an email or phone number, then show the code to the customer or choose Email it to me.
• Add a stamp with +1 stamp. When the card is full the screen says a reward has been issued.
• Redeem a reward with Redeem under Rewards. Use Remove reward if one was applied by mistake.
• Start the next customer with New customer.

If something goes wrong

• Staff see No access: their Shopify permissions do not include the app. Fix them under Settings, then Users and permissions, in Shopify.
• The tile is not in the list: check the Shakewell app is installed on the store.
• The tile says Offline: nothing can change in Shakewell until the connection returns. Finish the sale and add the stamp afterwards.
• The settings page says Current default (unpublished): the card you chose was unpublished. Choose another one.
• A button is missing for a staff member: it is limited to managers in your settings.