It's a good idea to get all checkout staff to do a couple of practice runs using your loyalty program through your Shopify POS. That way, when it comes to real customers, they will be more confident and are less likely to have uncertainty.

In this article:

Put on two hats. Try your loyalty program as both the customer and a staff member:

  • Add yourself as a new member - make a purchase at POS
  • As a member, view your loyalty profile 
  • Make a purchase through POS and redeem a reward 

Add yourself as a new member - make a purchase at POS

1. Open your Shopify POS sale screen

2. Add a few products to the sale

💡Quick Tip: Add enough products to the sale so that you will earn enough points to redeem a reward later. 

3. Tap Select customer

4. Tap the Plus (+) icon to create a customer

5. Enter your First Name, Last Name and Email Address

6. Tap Save

You will be added to the sale as a customer. 

7. Complete the sale

You are now a loyalty program member and will have earned points for your purchase. If you have your Earned Points email turned on, you will also receive an email notifying you of the points you just earned. 

As a member, view your loyalty profile and redeem a reward

1. If you have your Earned Points email enabled, in your Email inbox, open the email. 

Here you can see:  

  • How many points you just earned 
  • Your loyalty points balance
  • How far away you are from your next reward

If you have earned enough points to unlock a reward, and have your Reward Unlocked email enabled, you'll receive a notification that you have earned enough points to redeem a reward. To redeem, follow the steps below. 

If you need to earn a few more points, make another purchase then continue 👍 

Redeem a reward  

1. Open your Shopify POS sale screen

2. Tap Select customer

3. Add yourself to the sale by searching for your name or email address

4. Add a couple of products to the sale

5. Tap the Shopify Tray Menu (represented by the 3-dots on the top right corner of the POS screen)

6. In the Tray Menu, tap Show customer's rewards

7. In the member's profile, tap Redeem on a reward

The discount will automatically be applied to the sale and the required points will be removed from the member's account.

8. Complete the sale

💡Tip: If your customer changes their mind about the reward or would like to change the reward they've selected, you can re-visit the customer loyalty program and tap remove next to the currently selected coupon.

What's next?

> Train your staff how to add customers, reward points for purchases, and redeem rewards through POS

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