Documentation

Business Plan

Reward Programs

Awarding Points

There are a number of ways that customers can earn points. Some points are automatically awarded to the customer based on their actions, while other points are awarded by your staff. Points are awarded automatically when the customer:

  • Submits a review of your business
  • Rates a beer
  • Reviews their visit

NOTE We have placed limits on the number of actions a user can take to earn points. A user may submit only 1 review of your business. A user may rate only 5 beers within a 24 hour period. A user may only review their visit once within a 24 hour period.

Managers and Wait Staff also have the ability to award points by:

  • Recording a beer purchase for the customer
  • Manually adjusting the customer's points

Recording a Beer Purchase

Only staff with the Manager or Wait Staff role can record a beer purchase. To record a purchase:

  1. Search for a customer
  2. On the customer list page, click the three dot iconfor the customer
  3. Click Award Beer Purchase

Manually Adjusting Points

Sometimes you may need to manually adjust the point totals for a customer. This can be useful if you want to refund points or reimburse the customer for a service error. Only staff with the Manager role can manually adjust points.

  1. Search for a customer
  2. On the customer list page, click the three dot iconfor the customer
  3. Click Points and Awards
  4. Look for the section titled Manually Adjust Points
  5. Enter the number of points to add. You can also enter a negative number to subtract points.
  6. Click Adjust

Loyalty Point History

Managers and Wait Staff can also view a complete history of points that were awarded and rewards that were redeemed. They can also see which staff member manually adjusted points or recorded a beer purchase.

  1. Search for a customer
  2. On the customer list page, click the three dot iconfor the customer
  3. Click Points and Awards
  4. Look for the section titled Loyalty Points History
  5. This will show you the point history
  6. Hover over the information icon in the Reason column to see which staff member awarded the points

Now that you have created rewards, let's look at how to award points to customers.