Customers, loyalty, gift cards and campaigns

Customers

Add customers at the register (name and phone are enough) or under Catalog → Customers. Import a list from a spreadsheet — matching by loyalty number, phone or email. Customer email, notes and tax certificates are encrypted.

Loyalty and coupons

1. Catalog → Loyalty & coupons: set how points are earned and what they are worth.
2. Add coupons with dates, usage limits and minimum purchase.
3. At the register, attach the customer; the Savings dialog shows points and coupons to apply.
4. Fuel rewards give members cents off per gallon at the pump.

Gift cards and store credit

• Sell a gift card at the register, swipe or scan it to pay, or top it up. Only a secure hash and the last 4 digits are stored.
• Refunds can be given as store credit; goodwill credit can be added in the customer's Store credit tab.
• The gift card report shows the outstanding liability.

Layaway and special orders

1. At the register, put the customer on the sale and tap Layaway.
2. Prices are locked; take a deposit.
3. Mark special orders Ordered and Ready (the customer gets a text).
4. At pickup, the rest is paid and any leftover becomes store credit.

House accounts and fleet cards

Give business customers a house account with a credit limit. For fuel customers, add fleet cards with driver, vehicle, PIN, odometer prompt and limits.

Campaigns

Catalog → Campaigns: write an email or text with {first_name} and {store}, choose the audience (points members, house accounts, bought recently, away for N days, spent over $X, store) and see the live count. Only customers who ticked "Offers" receive them, and every message has an unsubscribe link or "Reply STOP".