Once they provide their phone number, they can check-in to receive points towards a future reward or redeem available discounts. To do so: Tap the switcher at the top of your Register. Toggle off the Customer check in on customer display option.
Note : This feature is only available on Point of Sale for Square Register at this time. It is not yet available for Square for Retail or Square for Restaurants. Enabling the Collect Contacts feature in Square Loyalty allows new customers to receive a text message offering an additional amount of points in exchange for collecting their email address. Customers who provide their email address are automatically added to the Reachable and Loyalty Participant groups in your Customer Directory. To enable this feature: Visit the Settings tab of your Loyalty dashboard. Toggle on Offer customers points in return for their email addresses . Enter amount of points being offered for email address.
To enable this feature on an existing program: Head to the Loyalty tab in your online Square Dashboard > Click Actions > Edit . In the Settings tab > enable Offer customers points in return for their email addresses . Enter amount of points being offered for email address. If your customers weren’t able to claim a point at checkout, they will receive an invitation to enroll in your Loyalty program and claim their point after each eligible purchase. To ensure your customers receive their invitations: Visit the Loyalty section of your online Square Dashboard > Settings . How does a customer meet the established amount in order to earn points? The amount used to assess whether a customer earns a point is based on the total purchase amount before tax and tip. Item-based rewards that have a reward applied will not earn points. To edit a customer’s point count, locate their customer profile from your online Square Dashboard or the Square Point of Sale app and assign the correct number of points. From the Square app: Tap Customers > Search for your customer by name or phone number. Tap Edit next to their Loyalty status and adjust points using the + / - signs. From your online Square Dashboard: Sign in to the Customers section of your online Square Dashboard > Directory . Under Loyalty , click Edit above the status bar and adjust points using the + or - signs > Click Save . Does Square automatically keep track of customers’ Loyalty points? Square Loyalty integrates with the Square Point of Sale app and your Customer Directory to keep track of your customers’ loyalty status, including their loyalty points, rewards earned, redemptions, and more. Loyalty automatically accrues loyalty points for your customer if they pay by credit card. Your customer’s loyalty phone number is linked with their credit card automatically. When a customer comes back and uses the same payment method to pay for the transaction, Loyalty automatically accrues points based on the linked loyalty phone number. See section below if you want to learn how to manage linked cards (https://squareup.com/help/article/6130-manage-your-square-loyalty-program#manage-your-customers-linked-cards) Can I edit my customer’s phone number associated to Loyalty? You can update or correct a customer’s Loyalty phone number from their Customer Directory profile. Sign in to the Customers section of your online Square Dashboard. Next to Personal Information tap Edit > Update their phone number. From your online Square Dashboard, click Fix Duplicate . Then merge your customers one at a time, or all at once by clicking Combine All Duplicates > Combine All . Note : Merging customers will erase the points associated with each customer profile. You’ll need to manually adjust your customer’s Loyalty status from your Point of Sale app or online Square Dashboard. Learn how to adjust your customer’s Loyalty status. Once your customer has enrolled in your Loyalty program, they’ll receive a welcome SMS notification with a link to their status page.
From there, they’ll be able to view their progress, earned rewards, linked payment cards, and activity. With the Loyalty in Receipts feature, customers can also view how many points they have just earned by looking at their receipt once they have made a purchase. They can also click on their personal Loyalty Status page link on their receipt for more information about the Loyalty program, including available rewards and historical Loyalty activities. Note : Loyalty points earned are only available on digital receipts and do not appear on printed receipts. If a customer accidentally links their phone number to the wrong payment card, or vice versa, you can always unlink the two. To unlink a customer’s payment card: Sign in to the Customers section of your online Square Dashboard > Directory . Click the three-dotted Actions menu > Managed Cards Linked Loyalty > Check the box for every card you’d like to unlink. Note: Customers also have the ability to unlink themselves directly from their Status Page > following the link received via SMS when they enrolled into Loyalty. If you are in offline mode, Loyalty will be skipped and the enrollment screen will not show up for customers to earn points.
If you’d like to add points to a customer, you can do that by looking up the customer manually after the sale and adjusting their points.