Create Dripos Patrons

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Create a Patron Account

• Point of Sale
• Point of Sale Checkout
• Card Reader
• Order App
• Order Website
• Dashboard
• Kiosk

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Point of Sale

1

Press the tribar in the upper left screen corner > press Patrons

2

Press Create Patron and complete the following fields:

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Point of Sale Checkout

Create a new patron profile during the checkout process to attach to the order

1

During checkout, click the Patron button in the upper right corner to add a new or existing patron to the order

2

Add the patron’s phone number. If the number is new, a new profile will prompt to create.

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Card Reader

1

Press the Check In button in the top right of the screen

2

On the next page, input the Phone Number to link the patron account to > press on the check icon in the top right corner:

3

Enter the Name to attach to the account. Once entered, press on the check icon in the top right corner:

4

The patron name will then automatically be displayed in the top right corner of the reader screen, confirming the patron account was successfully created

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Order App

When an individual logs into the Order App with a new phone number, a new patron account will automatically be created.After verifying their phone number with a texted code, new patrons are asked for their name and email, which attach to their patron profile. Adding a birthday is optional.

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Order Website

Upon checkout, customers will be prompted to add their contact information for the order.If they’d like to create a patron account, they can check the box below the contact information.

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Dashboard

Create a patron profile directly from the Dashboard

1

On the Dashboard, navigate to Marketing > Patrons > click Add Patron

2

Complete the following information:

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Kiosk

Create a new patron profile when checking out in Kiosk mode

1

Press the Start Order button:

2

Input a Phone Number to link the account to > press Enter:

3

On the pop-up page, input the Full Name to attach to the patron account > press Add Order Name:

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Edit Patron Information

• Dashboard
• Point of Sale
• Order App

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Dashboard

1

On the Dashboard, navigate to Marketing > Patrons > scroll to the right-most column of the patron list and click view on a patron

2

Click Edit Information

3

Edit the following fields: Name, Birthday, and Points to Add

To Add Points: Enter in the amount of points to add to the patron’s account.To Subtract Points: Enter the - symbol followed by the amount of points to deduct from the patron’s account.

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Point of Sale

1

Press the tribar in the upper left screen corner > press Patrons

2

Find the patron and press Edit Patron Info

3

Change the name, the current number of points, and add any internal notes for viewing > press Save

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Order App

1

Press the Account tab at the bottom of the screen, then press Profile:

2

Edit the Name, Email, and Birthday. The phone number can’t be changed. To request deletion of the patron account, press Delete Account:

Press Save at the bottom of the screen to save any changes made.

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.