Help on the Store App
We want you to enjoy using our products and feel confident doing it. These topics explain the features of the Cardless Loyalty Store App.
01How do I register to use the Store App?
You can register online to get Store App access for your business. We'll run some basic checks, configure your store and the products for your loyalty programme, and then activate your user account for the store.
02What is scanning and what does it do?
We use patent-pending technology to identify a customer's electronic virtual identity in the physical world. The app scans while it waits for the next customer to identify themselves.
When a customer intentionally beams their ID, the system verifies their identity over a secure channel and the Store App pops up the customer's loyalty card for your store or chain.
From the main screen you can restart scanning by tapping CLEAR/SCAN. This brings up the always-on scanning screen. Tap STOP to leave scanning.
03How do I search for a customer?
Tap the magnifier icon in the app's title bar. The keyboard appears and you can start entering the email address of the customer you're looking for. Results start appearing after the second character. Tap the customer's email in the dropdown to load them.
This alternative way of identifying customers lets you find people who don't have their mobile with them.
04How do I stamp points for a customer after a purchase?
Once the customer has identified themselves and the purchase is done, enter the points you want to stamp for that product using the on-screen keypad. If you make a mistake, press delete to start over. When the right number is showing, hit STAMP.
The system shows STAMPED in place of the points as confirmation. Points default to 1 — so for a single coffee, just hit STAMP after the customer beams in and you're done.
05Can I see what the customer sees in the Customer App?
Yes. Our core concept is that the store attendant sees what the customer sees. After identifying the customer, press the Points button to bring up the same screen the customer gets in the Customer App for your store or chain — with the same look, card style and icons.
Touch the points history to see the customer's transactions at your store or chain, most recent first.
06Can I have customers without a mobile on the system?
Yes. The local card feature replaces the old-school loyalty card box. It gives continuity to stores that already run a loyalty programme and want to move to Cardless Loyalty overnight.
Create a local card from the main menu with Add Local Card — just enter the customer's name and add it. This is designed for those rare customers who don't have a smartphone.
Local cards can only be used in your store. Find them by typing the customer's name in the search field.
07Can I migrate or merge points?
Sometimes a customer gets a smartphone and registers with Cardless Loyalty while still holding a local card with you. The Change Ownership feature solves this.
First, the customer beams their identity so their account shows on screen. Touch the yellow Name: tag to open the Change Ownership screen, which shows the customer you're migrating to (ID and first name).
Below that, search for the local card you want to migrate points from by typing the name. Tap it to fill in the "from" ID and name.
Confirm by pressing Migrate Points Between Customers Above.
08How do I switch between products when stamping points?
Because you can define whatever loyalty programmes you like, you may need to switch products when stamping points.
Your products are listed in yellow under your store name on the main screen. Touch the displayed product to open the dropdown, then select the one you need. It appears in yellow on the main screen, ready for stamping.
09How do I manage a redeem for a customer?
Redeem is only available once a customer has reached the redeem limit for a product in your loyalty programme. When the identified customer has something to redeem, the REDEEM button turns green on the main screen.
Touch REDEEM to see the products available to redeem and how many of each. Select a product to open the confirmation screen, adjust the number to redeem if needed, and confirm by pressing REDEEM.
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