Loyalty Program: Setup Guide

To set up your POS for creating and using loyalty cards and numbers, follow these steps:

Any items eligible for loyalty point discounts must be set as discountable in the KORONA studio.

NOTE: If you have not setup your loyalty program under the promotions section yet you will need to do this before using the Loyalty Program. Follow this link hear for further guidance:
https://manual.koronapos.com/campaign-loyalty-cards/

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Step 1: Configure the Buttons

1. Navigate to Settings > Button Configurations.
2. Select the button configuration and layout you want to edit using the orange pencil icon.
3. Choose an empty button spot where the new buttons will be placed.
4. Create two buttons:
   • Set Loyalty Card: This function allows you to assign or create a loyalty number that will be applied to the transaction.
   • Bonus Points: This button should be set up as an Online Function to manage loyalty points.
5. Save the changes. Your POS is now ready to use loyalty cards.

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Step 2: Assigning Loyalty Cards to Customers

1. When a customer makes a purchase, ask for their phone number/loyalty number
2. Input the loyalty number into the number pad.
3. Press the Set Loyalty Card button to link their account.
4. Complete the transaction as normal.
5. Any applicable loyalty points from the purchase will be added automatically.

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Step 3: Redeeming Loyalty Points

1. When a customer wants to redeem points:
   • Enter their phone number/loyalty number.
   • Add the items to the transaction as usual.
2. Press the Bonus Points button.
3. You will be prompted to use loyalty points towards a discount.
   • Example: If the promotion is 100 points = $5 off and the customer has 200 points, they can redeem $10 off their purchase.
4. The discount will be applied to the receipt automatically.

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Adding Customer Account Information to the Loyalty Card/Number

If you’d like to associate customer information with a loyalty number or card, you can do this by first adding the customer to the receipt and then entering their loyalty number. This works for both existing and new customers. For new customers, click “New” in the bottom-left corner, fill in their details, and hit “Apply” to add them to the receipt. After completing that first transaction, any time the loyalty number is used again, the associated customer information will automatically appear.

If you don’t already have the “Customer Lookup” button shown here, you can add it in your button configuration via Settings>Button Configuration. The button’s function will be Function>Customer Lookup.

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