Start a new guest check and select menu items. If you are testing the interface for training purposes, we recommend selecting a low-cost item such as a beverage.
Prior to checkout, select your loyalty application button (e.g., “Loyal Patron”, “FanCONNECT”). If you don’t see this button on your main screen try tapping FN5.
You will next see the following Swipe Loyalty Card screen used to identify the customer or card. You have a couple identification options.
If running a card based program swipe a new or existing gift card or rewards (loyalty) card from this screen. If the card won’t swipe for whatever reason, you can tap Card ID button and hand-key the digits on the back of the card. Leading 0s can be ignored.
Alternatively, If you don’t have physical cards and running a card-less loyalty program then enter the 10 digit mobile phone number of someone who has signed up and joined your Loyalty/Rewards/VIP program from one of our list building sources. you can lookup customers by entering the patron’s unique 10 digit mobile phone number by tapping the Phone Number button. If the patron cannot be identified by either of the above options an Account Not Found error message will display.
For loyalty transactions, once you identify the customer successfully you will see their profile information display clearly on screen including name, mobile phone, email and available Gift (optional), Rewards and/or Comp balances.
If processing a redemption of rewards (or gift value) with the intention of reducing the guest check by the amount of the redemption, proceed to Step 5: Redeeming Rewards (or Gift Value). If the clerk is not processing a redemption then he or she will be processing a simple rewards issuance to give the customer rewards credit on their order. This transaction is commonly referred to as an “Add Points” transaction (even though we technically don’t use the term “points” in the system since all rewards are in clear $.$$ currency).
In order to issue rewards to a customer without a redemption simply tap the Link/Unlink button on the loyalty toolbar to link the customer to the transaction. Then select the OK button on the loyalty toolbar and proceed with settling or cashing out the check.
This common rewards issuance transaction type records the amount of money spent by the customer for ISSUING rewards credit according to the program parameters as configured from SETTINGS> Rewards Parameters inside your back office account. Reward parameters are 100% merchant configurable by authorized users with Administrator security clearance. We recommend keeping rewards attractively high because they are proven to lift your sales and profitability at scale with increased return visits while riding historical 38% breakage (% of unredeemed rewards).
By default, loyalty rewards accrue (issue) on the post-tax total (inclusive of tips and tax) for ease of accounting reconciliation and customer convenience. For example, if the post tax grand total is $49.71 and the rewards configuration is set to 10% Instant Cash Back (with no spending threshold required), the system will issue the patron 49.71 x 10% = $4.97 in clear $X.XX reward currency that posts to your customer’s rewards balance and displays on the printed receipt. This reward balance will continue to increase with more sales activity until the patron is ready to redeem and cash out.
You should see a progress bar indicating the system is communicating with our host system followed by sale total prompt.
NOTE: Clerks can use the Link/Unlink Customer button to unaffiliate a customer with a guest check if the wrong customer was selected and clerk needs cancel that affiliation.
When the customer wishes to redeem their rewards (or gift balance) toward the guest check a redemption transaction needs to be processed. Select the Redeem Amount button on the loyalty toolbar.
On the keypad, enter the amount the customer would like to redeem and tap OK. You can enter any redemption amount up to the amount of the guest check provided the customer has sufficient Gift and/or Reward balances to cover the redemption. \
In the below example, the clerk ran a 3.00 redemption on the guest check which has the effect of reducing the subtotal from $11.61 to $8.61
From here, tap the OK button on the loyalty toolbar and cash out / settle guest check to complete transaction.
During a redemption, NEW rewards are issued to the customer but only on NEW money spent if the customer’s reward balance lacks sufficient funds or intentionally entered less than the entire amount of the guest check. In other words, customers are automatically rewarded on the difference between the Grand Total and the Gift/Rewards redemption amount, if any (aka NEW money).
Let’s break out the rewards earning math using the example screen shot above of a guest check. In this example, the customer would receive rewards on the $11.61 Original Sale LESS $3.00 Redemption = $8.61 Adjusted Subtotal + Tax = $9.13 Grand Total x 10% Reward Ratio = $0.91 new earned reward. The difference between the grand total and the redemption paid by cash or credit card is considered “New Money”. No double dipping is allowed in the system that would reward customers twice on the same money spent. Any new rewards issued will print on the transaction receipt along with the redemption details.
This article covers how to issue new rewards to patrons on guest checks and redeem rewards (or gift value) through Future POS.
Start a new guest check and select menu items. If you are testing the interface for training purposes, we recommend selecting a low-cost item such as a beverage.
Prior to checkout, select your loyalty application button (e.g., “Loyal Patron”, “FanCONNECT”). If you don’t see this button on your main screen try tapping FN5.
You will next see the following Swipe Loyalty Card screen used to identify the customer or card. You have a couple identification options.
If running a card based program swipe a new or existing gift card or rewards (loyalty) card from this screen. If the card won’t swipe for whatever reason, you can tap Card ID button and hand-key the digits on the back of the card. Leading 0s can be ignored.
Alternatively, If you don’t have physical cards and running a card-less loyalty program then enter the 10 digit mobile phone number of someone who has signed up and joined your Loyalty/Rewards/VIP program from one of our list building sources. you can lookup customers by entering the patron’s unique 10 digit mobile phone number by tapping the Phone Number button. If the patron cannot be identified by either of the above options an Account Not Found error message will display.
For loyalty transactions, once you identify the customer successfully you will see their profile information display clearly on screen including name, mobile phone, email and available Gift (optional), Rewards and/or Comp balances.
If processing a redemption of rewards (or gift value) with the intention of reducing the guest check by the amount of the redemption, proceed to Step 5: Redeeming Rewards (or Gift Value). If the clerk is not processing a redemption then he or she will be processing a simple rewards issuance to give the customer rewards credit on their order. This transaction is commonly referred to as an “Add Points” transaction (even though we technically don’t use the term “points” in the system since all rewards are in clear $.$$ currency).
In order to issue rewards to a customer without a redemption simply tap the Link/Unlink button on the loyalty toolbar to link the customer to the transaction. Then select the OK button on the loyalty toolbar and proceed with settling or cashing out the check.
This common rewards issuance transaction type records the amount of money spent by the customer for ISSUING rewards credit according to the program parameters as configured from SETTINGS> Rewards Parameters inside your back office account. Reward parameters are 100% merchant configurable by authorized users with Administrator security clearance. We recommend keeping rewards attractively high because they are proven to lift your sales and profitability at scale with increased return visits while riding historical 38% breakage (% of unredeemed rewards).
By default, loyalty rewards accrue (issue) on the post-tax total (inclusive of tips and tax) for ease of accounting reconciliation and customer convenience. For example, if the post tax grand total is $49.71 and the rewards configuration is set to 10% Instant Cash Back (with no spending threshold required), the system will issue the patron 49.71 x 10% = $4.97 in clear $X.XX reward currency that posts to your customer’s rewards balance and displays on the printed receipt. This reward balance will continue to increase with more sales activity until the patron is ready to redeem and cash out.
You should see a progress bar indicating the system is communicating with our host system followed by sale total prompt.
NOTE: Clerks can use the Link/Unlink Customer button to unaffiliate a customer with a guest check if the wrong customer was selected and clerk needs cancel that affiliation.
When the customer wishes to redeem their rewards (or gift balance) toward the guest check a redemption transaction needs to be processed. Select the Redeem Amount button on the loyalty toolbar.
On the keypad, enter the amount the customer would like to redeem and tap OK. You can enter any redemption amount up to the amount of the guest check provided the customer has sufficient Gift and/or Reward balances to cover the redemption. \
In the below example, the clerk ran a 3.00 redemption on the guest check which has the effect of reducing the subtotal from $11.61 to $8.61
From here, tap the OK button on the loyalty toolbar and cash out / settle guest check to complete transaction.
During a redemption, NEW rewards are issued to the customer but only on NEW money spent if the customer’s reward balance lacks sufficient funds or intentionally entered less than the entire amount of the guest check. In other words, customers are automatically rewarded on the difference between the Grand Total and the Gift/Rewards redemption amount, if any (aka NEW money).
Let’s break out the rewards earning math using the example screen shot above of a guest check. In this example, the customer would receive rewards on the $11.61 Original Sale LESS $3.00 Redemption = $8.61 Adjusted Subtotal + Tax = $9.13 Grand Total x 10% Reward Ratio = $0.91 new earned reward. The difference between the grand total and the redemption paid by cash or credit card is considered “New Money”. No double dipping is allowed in the system that would reward customers twice on the same money spent. Any new rewards issued will print on the transaction receipt along with the redemption details.
