The POS Settings Tab
You can get to this part of the system by clicking on the gear icon on the right side of blue Admin Toolbar and then clicking Settings > POS Settings > Customer. Please note that this is an overview of the major functions of the Customers tab, and for full details on Rewards and how to work with adding your own custom fields for your Customer data, please click here.
As you work on your settings, in each tab, you need to remember to click the Save button at the bottom of the screen before you move on to another tab or screen, or you will lose your work.
Reward Program Settings for Point of Sale
- Coupon Clerk Notification - When the customer earns a reward by completing a transaction, the system will pop up a notification for the sales clerk so the customer can be congratulated.
- Dollars Spent to Earn Reward - One way to determine this amount is to calculate the average purchase in your store, in this example it would be $40, and multiply that by ten to get the target amount a customer would need to spend in order to get a reward. This would be the equivalent of using a punch card with ten slots, but in an electronically automated format.
- Reward Amount - You don't need a large amount for your customer to feel rewarded! Some clients we work with set this amount to be 10% of the total from #8 above, but please remember that you are reducing your profit margins by whatever percentage of the total you do here, so a smaller amount is a good thing.
- Reward Expiration - This is one you should consider with care: It can establish a sense of urgency in the customer if they know the reward coupon they just earned will be expiring in a given time frame (Never, 15, 30, 60, 90, 180 days, or 1 year), but if they miss it by a few days and come in to discover that the system has deactivated their reward because it expired, that can be a bad experience.
Just know that if you choose the latter option, you can always go to POS > Customers, search for the customer and click on their name, then go to their Settings Tab, click on View Coupons and you'll have the option in there of creating a coupon for them to mollify any injured feelings.
Custom Data Fields for Customers
Customer Profile Organization
Please Note: This feature is currently in Beta, which means you are able to click on the gear-shaped button on the right side of the blue bar and go to Beta Features and turn it on or off from there.
If you scroll down below the Rewards settings, you'll see the Customer Profile Organization area, and the different Sections that are already in place for you. Those default Sections include Contact Information, Address, and Other, and they cannot be deleted or reorganized.
You are able to click on the blue pencil for any of them to add more fields, if you like. Here is an example of what is in the Contact Information section:
You'll notice that for any of the default Sections, you cannot edit the Section title, nor can you reorganize or delete any of the primary data fields. You are able to click the drop-list for a new input field of your choice, and you can add as many as you like. There are several types of data fields you can add:
Here are the different kinds of data fields you can add, and the kinds of information you might use them for:
PLEASE NOTE: It is extremely important that you DO NOT enter any sensitive information about a customer in any of these custom fields. This data is not considered to be secure, since people in your organization will have access to the information. Things like social security numbers, passwords, or credit card information to name a few things should never be entered into this system. To keep our system secure, we reserve the right to remove any such data you may accidentally add to this area. This is for your protection and the protection of your customers.
Any custom Sections or fields you make will be included in every Customer's Details tab, whether you use it for each customer or not.