Manage Patron Accounts
Manage adresses, saved cards, and gift cards attached to patron accounts
Link a Card Payment Method to a Patron Account
Attach Cards to Patron Accounts on the POS
- Log on to the Point of Sale. Once signed in, click on the 3 line icon at the top left of the screen > Patrons:
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Click on the patron you wish to attach a saved card to.
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Scroll down to the Saved Cards section. Here, you will be able to see any saved cards attached to the patron’s account:
- To attach a saved card to the patron, click the Add Card + button:
- This will prompt a pop-up to appear where you will need to input the card’s: Number, Expiration Date, and CVC.
- Once you have finished filling in these fields, click Add:
The card will then be available for them to select when placing an order on either the Order App or Order Website.
Attach Cards to Patron Accounts on the POS
- Log on to the Point of Sale. Once signed in, click on the 3 line icon at the top left of the screen > Patrons:
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Click on the patron you wish to attach a saved card to.
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Scroll down to the Saved Cards section. Here, you will be able to see any saved cards attached to the patron’s account:
- To attach a saved card to the patron, click the Add Card + button:
- This will prompt a pop-up to appear where you will need to input the card’s: Number, Expiration Date, and CVC.
- Once you have finished filling in these fields, click Add:
The card will then be available for them to select when placing an order on either the Order App or Order Website.
Attach Cards to Patron Accounts on the Order App
- Click on the Account tab at the bottom right of the screen:
- Click Payment under the Account Settings section:
- Click Credit/Debit Card under the Add Payment Method section:
- On the next page, you will need to input the card’s Number, Expiration Date, and CVC, along with the Billing zipcode:
- Once you have finished filling in these fields, click Save:
The card will then be available for them to select when placing an order on either the Order App or Order Website.
Attach Cards to Patron Accounts on the Order Website
- Once you have added items to your cart, click on the cart icon at the top right of the page > select Checkout:
- Scroll down to the Payment section > click New Card:
- Next, you will need to input the card’s Number, Expiration Date, and CVC, along with the Billing Country and Zipcode:
- Once you have finished filling in these fields, click Save Card:
- Once you complete the checkout process by selecting Confirm Order, the card will automatically be attached to the patron account, and be available for them to select when placing an order on either the Order App or Order Website.
- To view your saved cards, click on the patron name in the top right of the page > select My Account:
- Scroll to the very bottom of the page > select the Saved Cards tab:
To delete any of your saved cards, simply click the trash icon next to the card you want to delete:
Link Gift Cards to Patron Accounts
Link Gift Cards to Patrons on the POS
- Log on to the Point of Sale. Once signed in, click on the 3 line icon at the top left of the screen > Patrons:
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Click on the patron you wish to attach a gift card to.
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Scroll down to the Gift Cards section. For each gift card, you will be able to see the: PAN ID (if it is a physical gift card), Day and Time Created, and Remaining Balance:
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To attach a gift card to the patron, click the Attach Card + button.
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Here, you can either select the physical gift card you want to attach to the patron by searching the last 8 digits of the PAN ID or click Scan Card to scan the back of the physical gift card using your device’s camera:
Link Gift Cards to Patrons on the POS
- Log on to the Point of Sale. Once signed in, click on the 3 line icon at the top left of the screen > Patrons:
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Click on the patron you wish to attach a gift card to.
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Scroll down to the Gift Cards section. For each gift card, you will be able to see the: PAN ID (if it is a physical gift card), Day and Time Created, and Remaining Balance:
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To attach a gift card to the patron, click the Attach Card + button.
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Here, you can either select the physical gift card you want to attach to the patron by searching the last 8 digits of the PAN ID or click Scan Card to scan the back of the physical gift card using your device’s camera:
Link Gift Cards to Patrons on the Web Dashboard
- Log on to the Web Dashboard. Once signed in, select Marketing > Patrons:
- Locate the patron you wish to view the gift cards for > click View:
- Scroll to the bottom of the patron’s page and select the Gift Cards tab. Here, you will be able to see all gift cards attached to the patron’s account:
For each gift card, you will be able to see the: Balance, Last Day Used, and Day Purchased.
- To attach a gift card to the patron, click the Create Gift Card button:
- A pop-up will appear where you will need to fill in the following information:
Name: Select the patron’s account from the dropdown.
PAN ID: If you are creating a physical gift card for the patron, enter the 16-digit PAN ID into this field.
Amount: Input the value of the gift card.
Notes (optional): Here, you have the option to include notes that will be attached to the patron’s gift card.
- Once you have finished filling in these fields, click Save.
Make sure the gift card has already been paid for before creating and attaching it to the patron’s account.
View Patron Gift Cards on the Order App
- Click on the Account tab at the bottom right of the screen:
- Click Gift Cards under the Account Settings section:
- Once on this page, you will be able to view all gift cards attached to your patron account, as well as their Remaining Balances:
View Patron Gift Cards on the Order Website
- Click on the Patron Name in the top right of the page > select My Account:
- Scroll to the very bottom of the page > select the Gift Cards tab:
- Here, you will be able to view all gift cards attached to your patron account, as well as their Remaining Balances:
Save Patron Address
Save Addresses on the POS
- On the Point of Sale, click on the 3 line icon at the top left of the screen and select Patrons:
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Click on the patron you wish to add a saved address for.
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Scroll down to the Saved Addresses section. Here, you will be able to see all saved addresses attached to the patron’s account:
- To add a new saved address, click the Add Address + button:
- Next, you will need to fill in the Street Address, Unit/Apt, City, State, and Zipcode:
- Once you have finished filling in the fields, click Confirm at the top of the screen:
This will automatically save the address in the patron’s account.
Save Addresses on the POS
- On the Point of Sale, click on the 3 line icon at the top left of the screen and select Patrons:
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Click on the patron you wish to add a saved address for.
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Scroll down to the Saved Addresses section. Here, you will be able to see all saved addresses attached to the patron’s account:
- To add a new saved address, click the Add Address + button:
- Next, you will need to fill in the Street Address, Unit/Apt, City, State, and Zipcode:
- Once you have finished filling in the fields, click Confirm at the top of the screen:
This will automatically save the address in the patron’s account.
Save Addresses on the Order Website
- Once you have added items to your cart, click on the cart icon at the top right of the page > select Checkout:
- Scroll down to the Method section > select Delivery:
- Next, under the Delivery Address section, input the Address > select the correct address once it appears in the dropdown. In addition, if the address is an apartment or unit, you will need to input the Apartment or Suite number:
You also have the option to input any Delivery Notes that you would like the driver to know.
- Once you have finished filling in these fields, click Save Address:
- Once you complete the checkout process by selecting Confirm Order, the address will automatically be attached to the patron account, and be available for them to select when placing a delivery order on either the Point of Sale or Order Website :
Merge Patron Accounts
Merge two patrons’ loyalty points and transaction history into one patron account.
To merge one patron account with another, Dripos will transfer all data and history from one patron to another and the original account will be deleted.
Follow the steps below to merge two patron accounts:
- To merge a patron profile, log in to the Web Dashboard. Once signed in, navigate to Marketing > Patrons:
- Locate the patron whose history you want to merge and select View:
- On the patron’s page, select the Action button, then choose Merge from the dropdown menu:
- A merge modal will appear, allowing you to search for and select the patron you want to merge the current patron into. All past transactions and loyalty history will be transferred to the selected patron, and the current patron will be deleted. When ready, select Merge:
Archive Patron Accounts
Follow the steps below to remove an existing patron account from your company
- Log in to the Web Dashboard > Marketing > Patrons:
- Locate the patron to archive and select View:
- On the patron account, select Action > Archive from the dropdown menu. This will remove this patron account from your Dripos platform.
Export Patron Accounts
- Log on to the Web Dashboard. Once signed in, select Marketing > Patrons:
- Click the Export button at the top right of the page:
- This will prompt a file to download that includes the following patron metrics: Name, Phone Number, Email, Average Ticket Amount, Date Last Seen, Current Points, Total Amount Spent, Total Tips Given, Average Ticket Amount, and Total Amount of Tickets Placed.
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