This article describes how to add a member to Order Entry. Order Entry Members are used for country clubs, frequent diner programs and delivery.
Steps:
- Attach the device to a location
- Tap the "person" icon on the bottom left of the screen to bring up the Customer Manager (rewards) screen
- To search for an already existing member, enter their email, phone, card or check-in
- Tap "Add New Customer" on the Customer Manager screen to add a new customer into the system
- On the Customer Details screen, complete the fields (card # is their loyalty card number) and tap "Done" when complete
ALTERNATE: To auto-generate a card: Enter the name and email; tap Done. A card number will be automatically entered in the card # field. - Once complete, you should see a notification number next to the person icon. The customer is now attached to the table
- Tap the person icon to bring up the customer details screen. Here you can view rewards or remove the customer from the table.
- Attach the device to a location
- Tap the "person" icon on the bottom left of the screen to bring up the Customer Manager (rewards) screen
- To search for an already existing member, enter their email, phone, card or check-in
- Tap "Add New Customer" on the Customer Manager screen to add a new customer information into the system
- On the Customer Details screen, complete the fields (card # is their loyalty card number) and tap "Done" when complete
ALTERNATE: To auto-generate a card: Enter the name and email; tap Done. A card number will be automatically entered in the card # field.
- Once complete you should see a notification number next to the person icon. The customer is now attached to the table
- Tap the person icon to bring up the customer details screen. Here you can view rewards or remove the customer from the table.
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