Patron Basics

​

Create Patrons on the Patrons Tab

1. Log on to the Point of Sale. Once signed in, click on the 3 line icon at the top left of the screen > Patrons:

2. Click the Create a Patron button at the center of the page:

3. Input the patron’s Full name and Phone Number that will be affiliated with their account > click Create Patron:

​

Create Patrons on the Register

1. Log on to the Point of Sale. Once signed in, click on the 3 line icon at the top left of the screen > Register:

2. Once you begin the checkout process, click the + Patron or Name button at the top right of the screen:

3. Click on the Attach Patron tab > enter the phone number that the patron wants attached to their account > click Enter:

4. On the next page, input the Customer’s Full Name that will be attached to their patron account > click Add Order Name:

​

Create Patrons on the Front Facing Card Reader

1. Click on the Check In button in the top right of the screen:

2. On the next page, input the Phone Number you want the patron account to be linked to > click on the check icon in the top right corner:

3. You will then need to enter the Name you would like attached to the account. Once you have entered this, click on the check icon in the top right corner:

4. Your name will then automatically be displayed in the top right corner of the reader screen, confirming that you have successfully created your patron account:

​

Via the Order App

1. Click on the Account tab at the bottom right of the screen:

2. Click on the Continue to Login button:

3. Input the Phone Number you want the patron account to be linked to > click Continue:

4. Enter the 6-digit code that was sent to the number you inputted > click Continue:

5. On the next page, input the Full Name that you want attached to your patron account > click Continue:

6. Input the Email that you want the patron account to be linked to for receipts > click Continue:

​

Via the Order Website

1. Once you have added items to your cart, click on the cart icon at the top right of the page > select Checkout:

2. On the next page, fill in the Name, Phone Number, and Email Address that you want affliated with your patron account under the Contact Information section:

3. Once you have filled in this information, click on the box next to where it says Click to Sign Up:

4. Once you complete the checkout process by selecting Confirm Order, the patron’s account will automatically be created:

​

Via the Web Dashboard

1. Log on to the Web Dashboard. Once signed in, select Marketing > Patrons:

3. Click the Add Patron button at the top right of the page:

3. A pop-up will appear where you will need to fill in the following information:

Name: Input the patron’s name that will be affiliated with their account.

Phone Number: Input the phone number that will be affiliated with the patron’s account.

Email (optional): Here, you have the option to input an email address that will be affiliated with the patron’s account.

4. Once you have finished filling in the required fields, click Save:

5. You will then be directed to the patron’s page, where you will be able to view the following additional information:

First Seen: This date will automatically be generated once the patron’s account has been created.

Last Seen: This date will automatically be updated with each order the customer places while signed in to their patron account.

Total Spent: This is the total dollar amount that the patron has spent at the shop.

Current Points: This is the current amount of points the customer has collected through their orders, and that are available for them to redeem rewards through.

Lifetime Points: This is the total amount of points the customer has collected through their orders, including those points that have already been redeemed.

Birthday: This is the customer’s birthday that is affiliated with their patron account.

6. At the bottom of the patron’s page, you can also access the following information:

Ticket History: Here, you will be able to see all tickets the patron placed at that specific location.

Gift Cards: Here, you will be able to view all digital gift cards attached to the patron’s account and phone number.

Reward Redemptions: Here, you will be able to view each time the patron redeemed a reward using their points.

​

Create Patrons When Starting a Kiosk Order

1. Press the Start Order button:

2. Input the Phone Number you want the patron account to be linked to > click Enter:

3. On the pop-up page, input the Full Name that you want attached to your patron account > click Add Order Name:

​

Create Patrons When Starting a Front Facing Display Order

1. Press the Sign-Up button:

2. Input the Phone Number you want the patron account to be linked to > click Next:

3. On the next page, input the Full Name that you want attached to your patron account > click Next:

​

Via the Web Dashboard

1. Log on to the Web Dashboard. Once signed in, select Marketing > Patrons:

2. Locate the patron account you wish to edit > click View:

3. Click the Edit Patron button at the top right of the page:

4. A pop-up will appear where you can edit the following information:

Name: Here, you can change the patron’s name that will be affiliated with their account.

Birthday: Here, you can change the birthday that is attached to the patron’s account.

Points to Add: Here, you can add or subtract loyalty points from the patron’s account.

5. Once you have finished making your desired edits, click Save:

​

Via the POS

1. Log on to the Point of Sale. Once signed in, click on the 3 line icon at the top left of the screen > Patrons:

2. Click on the patron you wish to edit the information for > click Edit Patron Info:

3. A pop-up will appear where you can edit the following information:

Full Name: Here, you can change the patron’s name that will be affiliated with their account.

Stars: Here, you can add or subtract loyalty points from the patron’s account.

Internal Patron Notes: Here, you can input a description or notes for the patron.

4. Once you have finished making your desired edits, click Save:

​

Via the Order App

1. Click on the Account tab at the bottom right of the screen:

2. Click Personal Information under the Account Settings section:

3. Once here, you will be able to edit the Patron Name, and Email. In addition, you can also request to archive your patron account by clicking Request Account Deletion: