Loyal-n-Save Staff Training Manual (Cloud POS)

Loyal-n-Save Staff Training Manual (Cloud POS)

Scan the customers ID to see if they have a Loyal-n-Save account: 

  1. If the customer’s name populates, it signifies that they have already acquired an account through our stores.

  2. If the customer’s name does not populate, please inform the customer bout the benefits of signing up for Loyal-n-Save. This can be as easy as saying “Would you like to save some money today?”. One of the best ways to help you sign a customer up for Loyal-n-Save, is to know the new and existing sales promotions for your store.  

  3. Another tool that will help promote Loyal-n-Save, is the Loyal-n-Save app. From here, the customer can see their rewards tokens, review receipts, see new store promotions, and visit the swag store. Here is a link to familiarize yourself with the Loyal-n-Save app that makes our loyalty program even sweeter: https://loyalnsave.com/.

How to sign up a customer for Loyal-n-Save

Customer Widget

  1.  From the left of the screen, you will select the Customer widget.


Create a New Customer

  1. Once the menu pops up, you’ll select the New button at the bottom of the screen.
Displayed will be a list of information you will need to gather from your new Loyal-n-Save Customer.
Note: Employees are added the same way in the POS. After the steps are completed, please contact your corporate office to convert them to an employee from the Control Center.
When you scan the Customer’s driver’s license most fields will auto populate.     
  1. Ensure to add the Customer’s phone number and email address (optional).
  2.  Scan a Loyal-n-Save card for the customer to use on purchases.
  3. Add your Employee ID number in the referral box.*
  4. Hit save and you’re done!
      

* This is key to making the employee incentive program work. By putting your employee ID number in this box, you are adding the customer to your team. The employee will receive 50% of the Reward Tokens, the customer receives when the customer uses their Loyal-n-Save account when making a purchase.

Looking Up A Customer

The easiest way to look up a customer’s Loyal-n-Save account is to scan their ID. If you are not able to find the customer this way, you can type in the customer’s phone number through the customer widget.


Loyal-n-Save Loyalty Card

Loyal-n-Save Loyalty Cards are provided to customers during sign up in store. If the customer does not have a Loyalty Card, you can add a new Loyalty card from the Customers profile in the POS or the Customer can add their card from the app.
  1. Scan the back of the customers card and their customer information will pop up


QR Code from the App

QR codes are linked to a Customers Loyal-n-Save account.

• Customers can present their QR Code to the cashier when making a purchase.

• From the app, the QR button is located on the home screen.















   





From The POS 

From the left of the screen of the POS, you will select the Customer widget.