With Clover Sport, Loyalty and Stored Value can be offered as options for customers to redeem points and make purchases. This article will cover the workflows to complete these actions at the register.
Table of Contents
- How to Add Loyalty to an Order
- How to Use Stored Value as Payment
- How to Check Balance on a Stored Value Account (Flex)
- How to Check Balance on a Stored Value Account (Duo)
How to Add Loyalty to an Order
1. Tap the items being purchased to add them to the cart.
2. Tap the three dots in the upper right corner.
3. Tap Add Loyalty.
4. Use your scanner to scan the QR Code. If you don't have a scanner, tap the barcode in the bottom left corner. Then scan the QR code using the camera.
Note: It is important to Add Loyalty BEFORE tapping Checkout.
The Mini screen will also allow for some cards to be swiped:
Once added, the Loyalty Account will be displayed. Depending on the Loyalty provider, it may dispaly in the search bar or above the checkout button and payment summary.
Account number is displayed in the search bar:
Account number is displayed in the cart above the checkout button and payment summary:
5. Tap Checkout.
How to Use Stored Value as Payment
If a customer intends to use Stored Value for their purchase, first add all desired items to the cart. Then, navigate to the Checkout screen and tap Stored Value.
A prompt will appear to select a pre-configured Loyalty Partner:
Once the selection is made, scan the card or QR code through the terminal camera. The funds will be verified before and after the transaction:
The Mini screen will display a prompt to add a tip (if so configured) at this time. The transaction can now be completed.
How to Check Balance on a Stored Value Account (Flex)
Start an Order and then click on the Overflow Menu on the top right
Next, press Check Balance
The device will prompt you to Swipe or enter card (account) number
The request will process for a few seconds
And will then display your Existing Balance
How to Check Balance on a Stored Value Account (Duo)
First, navigate to the Register Screen and click the Overflow Menu on the top right
Then press Check Card Balance
You will then be prompted to scan or enter your card (account) number. Once submitted, your current balance will be shown.