• Sign in to your Till software

• Click on the Loyalty button

  • N.B. ff you don't have a Loyalty button, make sure your Loyalty System is configured and enabled in the Back Office

  

• You will now be presented with the 365 Loyalty Account Setup/Search screen where you can search for an existing account or set up a new one.

  

To set up a new one:

• Scan the customer's Loyalty Card OR type their Mobile No into the Card or Mobile No: section
• If an Email Address is required, you can enter it into the email: section
• If a Mobile Number is required, you can enter it into the Mobile Phone: section
• If a Name is required, you can enter it into the Name: section
• If you wish to populate the customer's Loyalty Account with a pre-existing balance e.g. if they are changing from one Loyalty System to this one and you wish to honor their previous balance - you can enter their new balance into the Balance Value: section

Once you are happy with the information you have entered, press Save. You will then be asked if it is Ok To Set Up Loyalty Card?. Press YES if you are happy to set it up.

You will then be asked Has The Customer Given Permission To Retain Data? Press YES if you are happy to continue.

Now the till will attempt to create the Loyalty Account in the Back Office. After a moment you will get a success message and the account will be available for use at the Till.

If you have specified an Email Address then an Activation Email will be sent to the customer asking them to click an internet link and Activate their Account. Please see the below section on Activating a Loyalty Account for more details.

Activating a Loyalty Account

In order for a Loyalty Customer to Redeem their Points Balance against sales at the Till their Loyalty Account must first be Activated.

You can see the active status of a Loyalty Account in the Back Office in the list of Loyalty Accounts. Activated accounts will have a ✔ (tick mark) under the Active heading. Accounts that have not yet been activated will have a blank tick box.

When creating a Loyalty Account at the Till, if you have specified an Email Address then an Activation Email will be sent to the customer asking them to click an internet link and Activate their Account.

Once the customer has activated their account it will update the Active status in your Retail 365 system for that customer's account and they will be able to redeem their point balance against Till Sales (providing that their Balance Value meets or exceeds the Minimum Redemption value you specified when setting up the Loyalty System).

If there was no Email Address specified or if you would like to activate the account manually for the customer, you can do this in the Back Office:

• From the main screen of Retail 365, go to the Accounts module

  

• Select Loyalty from the left-hand side menu

  

• Find the Loyalty Account

• You can use the Filter this list box at the top of the screen to search based on the Name or the Loyalty Card Number used to identify their account

  

• Once you've found the Loyalty Account you want to Activate, click the pencil icon for that account

You will then see the Edit screen for the selected Loyalty Account.

In order to Activate the account, simply tick the box This loyalty card is active and then click Save. The Loyalty Account is now activated and ready to be used to Redeem a points balance against Till Sales.