Scan a card at the counter

Add a stamp or points, give a reward, undo a mistake, find a customer without the camera and keep working offline.

Scanning happens on the business's phone, an iPhone or an Android, with no reader or tablet. Each team member has their own access (Your team).

#Add a stamp

1. Open Scan. The camera opens right away.
2. Point at the customer's card, on their phone (not the poster).
3. Check the "Card read" screen: the first name and the progress, for example 7 → 8 out of 10.
4. Tap "Add the stamp". The customer's card updates in their Wallet. "Not them" cancels the read.

Several stamps at once: before pointing, set the number with − and +, up to 50. If your card counts by amount ("one stamp every €10"), type the receipt total instead. The value goes back to 1 after each scan.

#Add points

On a points card, choose the value before pointing: the default value, a quick-add value, or "…" for another one. With the "From the receipt total" rule, switch to Amount and type the total: the points are calculated for you.

#Give a reward

When a visit earns a reward, the screen shows Reward earned:

• Given: you hand it over now;
• Later: it stays on the customer's card, ready for their next visit.

If there are several rewards to give, the next one is offered right away.

#Undo a mistake

Right after a scan, the bottom bar offers Undo.

• The owner and managers can undo a customer's last stamp, or a reward given, at any time.
• A staff member can undo their own action for 5 minutes.
• Only the last visit can be undone. A stamp whose reward has already been given is undone after the reward.
• A reason can be given (wrong card, scanned twice, wrong quantity, given by mistake). The cancellation is recorded under your name.

#Double scans

By default, two visits from the same customer less than a minute and a half apart only count once: "Already stamped a moment ago". Set this delay in Settings › The counter › Two visits from the same customer: always count, one per minute, per five minutes, per hour or per half day.

#No camera: find a customer

Find a customer finds a card by first name, last name, email, phone or the code printed under the QR code. The same search also finds gift cards (by their code) and packages. The stamp then goes through the same confirmation screen.

#Offline

If the network does not respond, the stamp is kept on the phone ("Stamp saved, will be confirmed") and goes out as soon as the connection is back, with no duplicate. The scanner opens even offline, and customer search works on the list kept on the phone.

#Birthdays at the counter

When it is the customer's birthday, the screen always says so. If a birthday gift is open on their card, it is shown with the Offer used button (or two buttons when the customer chooses their gift). See Messages and notifications.