Attach Cards to Patron Accounts on 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:

  1. Click on the patron you wish to attach a saved card to.

  2. Scroll down to the Saved Cards section. Here, you will be able to see any saved cards attached to the patron’s account:

  1. To attach a saved card to the patron, click the Add Card + button:
  1. This will prompt a pop-up to appear where you will need to input the card’s: Number, Expiration Date, and CVC.
  1. 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.

Link Gift Cards to Patrons on 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:

  1. Click on the patron you wish to attach a gift card to.

  2. 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:

  1. To attach a gift card to the patron, click the Attach Card + button.

  2. 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:

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Save Patron Address

Save Addresses on the POS

  1. On the Point of Sale, click on the 3 line icon at the top left of the screen and select Patrons:

  1. Click on the patron you wish to add a saved address for.

  2. Scroll down to the Saved Addresses section. Here, you will be able to see all saved addresses attached to the patron’s account:

  1. To add a new saved address, click the Add Address + button:
  1. Next, you will need to fill in the Street Address, Unit/Apt, City, State, and Zipcode:
  1. 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.

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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:

  1. To merge a patron profile, log in to the Web Dashboard. Once signed in, navigate to Marketing > Patrons:
  1. Locate the patron whose history you want to merge and select View:
  1. On the patron’s page, select the Action button, then choose Merge from the dropdown menu:
  1. 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:

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Archive Patron Accounts

Follow the steps below to remove an existing patron account from your company

  1. Log in to the Web Dashboard > Marketing > Patrons:
  1. Locate the patron to archive and select View:
  1. On the patron account, select Action > Archive from the dropdown menu. This will remove this patron account from your Dripos platform.

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Export Patron Accounts

  1. Log on to the Web Dashboard. Once signed in, select Marketing > Patrons:
  1. Click the Export button at the top right of the page:
  1. 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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