Add customer groups
Add customer groups to set up a discount accounting. To add a customer group:
Go to Marketing → Customer groups in the management console.
Name a customer group.
Select Discount system in the Loyalty program field.
Enter discount percent, e.g. ”5%”
💡 Set up different percentages for different customer groups.
Transitions between discount groups
Set up an automatic transition between groups once customer's total purchase amount reaches an appropriate level.
To set up transferring between customer groups:
Go to Marketing → Loyalty.
Enable the transition between groups in the Discount-based program section.
Select a discount group and set up a total purchase amount needed to upgrade.
After reaching this sum customer will be moved to the next group.
Click Add to create more transitions between groups.
☝️ After moving to a new group of customers, the discount percent will increase with the next purchase.
Record customer's name and phone in Poster to provide him discounts and transitions between them.
To add customers:
Go to Marketing → Customers in the management console.
Fill up the customer card and select a group meeting the discount size.
💡 To add new customers at the POS. Tap + at the customer tab, fill up the customer card and press Done.
To make a product or dish unavailable for discounts, add it as exclusion.
Feel free to write me if any questions left. I'll be back to help soon!