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Patrons

You can adjust loyalty points from both the Dashboard and the POS.From the Dashboard:
  1. Go to Marketing → Patrons.
  2. Search for the patron by name, phone number, or email.
  3. Click View on their profile.
  4. Click Edit.
  5. Enter a positive number (e.g., 20) to add points, or a negative number (e.g., -10) to remove points.
  6. Click Save.
From the POS:
  1. Press the tribar (☰) → Patrons.
  2. Search for the patron.
  3. Tap Edit Patron Info.
  4. Change the total points amount directly.
  5. Tap Save.

Gift Cards

Yes! Before reusing a card, go to Dashboard > Gift Cards and delete it first. This clears the card’s transaction history and removes the previously attached patron, so you can start fresh with a new customer.

Text Campaigns

No, we cannot import an existing contact list for texting marketing.For compliance reasons:
  • We cannot import a contact list from another platform directly.
  • We also cannot manually opt patrons into text messaging on your behalf.
You can:
  1. Add patrons and their info in Marketing → Patrons → Add Patron.
  2. Patrons must still opt in to text messaging themselves through the proper flows before you can text them marketing content.
Once your text marketing number is approved:
  1. Go to your Dashboard → Marketing → Communication → Campaigns to create and send campaigns.
  2. Your approved text marketing number will be visible there.
For compliance and consent:
  • Patrons must opt in themselves through approved flows (e.g., your ordering site/app or in-store signup).
  • You must follow standard text marketing rules around: clear opt-in; easy opt-out (e.g., replying STOP); only sending messages to patrons who have given proper consent.
A detailed overview of consent and best practices is here.
You can do this with segments. A segment lets you target a specific group of patrons, and you can build one around a location so your campaign only reaches patrons who have visited it.To create one, go to Marketing > Communication > Segments > Create Segment and add a condition for Locations Visited. You’ll then be prompted to choose which location or locations to include. Once the segment is saved, you can select it as the audience when you send your campaign.If you want to target each location separately, repeat these steps to create a segment for each one.

Review Agent

Every customer who makes a purchase and has an email address or mobile number on file. They enter the flow automatically after their visit.There are no settings to target or exclude specific customers. If Review Agent can reach a customer, it asks them.
At most once every 90 days. A customer who received a request in the last 90 days is skipped until the 90-day period ends, no matter how often they visit.The same visit never triggers two requests. If a customer does not respond, Review Agent sends one reminder on a delay, and reminders stop as soon as they submit.
If a customer says they never got a request, check the audit log for that customer. See Troubleshooting for common causes.
Not from Review Agent. Private feedback is not public and has no reply function.Every piece of private feedback is tied to a customer, so you always know who sent it. To follow up:
  1. Note the customer attached to the feedback.
  2. Message them directly from the Point of Sale with Patron Chat, or send them a one-time campaign from Marketing > Communication > Campaigns.
Google reviews work differently. You can reply to those from the Reviews tab, and your reply is published under the review on your Google Business Profile. See Replying to Reviews.
Not for a Google review. Google allows one review per person per business, so customers who have already left one are not asked for another.They can still be asked for private feedback.
Yes. Review Agent follows every customer’s email and SMS opt-in settings. Anyone who unsubscribes from email or replies STOP to a text will not receive further requests on that channel.
An unmapped location is the usual cause. A location with no Google profile paired to it has no review page to send customers to, so the form ends on a plain thank-you with no error shown to anyone.Check, in order:
  1. Your approach involves Google at all. Private feedback only never shows a review link.
  2. A Google account is still connected in your review settings.
  3. Every location has a profile mapped to it, not just the first one.
  4. The preview reaches a Google review page when you walk a high rating through it.
Normal private feedback volume alongside flat Google review numbers is the symptom to watch for. Fixing a mapping applies to requests sent from that point on.
Google reviews sync once a day at a fixed time, so a review can take up to a day to appear and become available to reply to. Private feedback appears as soon as the customer submits it.
No, and that is deliberate. Asking only customers you expect to be positive is review gating, which Google’s review policies prohibit.Every customer who submits the feedback form reaches a screen containing the Google review option. The rating changes which action is emphasized, never whether the option is there, and the threshold between the two paths is fixed rather than configurable. Choosing Private feedback only is different: no customer is asked for a public review at all.
No. The rating is final once submitted. A customer can add or revise written feedback afterwards, but not the number.