Manage Patron Account Info

Patrons are able to select if they would like to save any of their Addresses, Card Payment Methods, and Gift Cards to their Patron Accounts to streamline their ordering experience. Patrons can manage these independently on their own Order Website or Order App while shops can manage their information via the Web Dashboard and POS.

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Attaching Card Payment Methods to Patrons

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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:

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

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

4. To attach a saved card to the patron, click the Add Card + button:

5. This will prompt a pop-up to appear where you will need to input the card’s: Number, Expiration Date, and CVC.

6. 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.

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Attach Cards to Patron Accounts on the Order App

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

2. Click Payment under the Account Settings section:

3. Click Credit/Debit Card under the Add Payment Method section:

4. On the next page, you will need to input the card’s Number, Expiration Date, and CVC, along with the Billing zipcode:

5. 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.

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Attach Cards to Patron Accounts on 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. Scroll down to the Payment section > click New Card:

3. Next, you will need to input the card’s Number, Expiration Date, and CVC, along with the Billing Country and Zipcode:

4. Once you have finished filling in these fields, click Save Card:

5. 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.

6. To view your saved cards, click on the patron name in the top right of the page > select My Account:

7. Scroll to the very bottom of the page > select the Saved Cards tab:

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Attaching Gift Cards to Patrons

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Attach Gift Cards to Patrons on the Web Dashboard

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

2. Locate the patron you wish to view the gift cards for > click View:

3. 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:

4. To attach a gift card to the patron, click the Create Gift Card button:

5. 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.

6. Once you have finished filling in these fields, click Save.

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Attach 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:

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

3. 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:

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

5. 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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View Patron Gift Cards on the Order App

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

2. Click Gift Cards under the Account Settings section:

3. Once on this page, you will be able to view all gift cards attached to your patron account, as well as their Remaining Balances:

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View Patron Gift Cards on the Order Website

1. Click on the Patron Name in the top right of the page > select My Account:

2. Scroll to the very bottom of the page > select the Gift Cards tab:

3. Here, you will be able to view all gift cards attached to your patron account, as well as their Remaining Balances:

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Attaching Addresses to Patrons

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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:

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

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

4. To add a new saved address, click the Add Address + button:

5. Next, you will need to fill in the Street Address, Unit/Apt, City, State, and Zipcode:

6. 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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Save Addresses on 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. Scroll down to the Method section > select Delivery:

3. 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:

4. Once you have finished filling in these fields, click Save Address:

5. 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 :

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Export your Patrons

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

2. Click the Export button at the top right of the page:

3. 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.