Rewards / Loyalty Platform - Get Started
Topic Covered: Creating Rewards Categories (Guest & Staff View)
Step 1 : Add "Rewards" Category to Homescreen (Guest View)
- Homescreen - Click "Add Item"
- Click Templates
- Choose Rewards
- Enter Title
- Choose Icon
- Optional Fields -
- Customize the icon color - Click on the checkbox - Choose Icon and Background colors
- Override Icon Set - Click on the checkbox - Click into the "Select Icon Style" box - Choose the preferred Icon style
- Restricted Item - Click on the checkbox - Click "Select User Groups(s) to receive access (Ability to make sections visible to specific groups only (ie. staff, seasonals, etc)
- Click Submit
Click Add Item / Choose "Rewards" TemplateStep 2 : Add Rewards Categories to "Staff View" Homescreen
- Homescreen - Click "Staff View"
- Click "Add Item"
- Click Templates
- Choose Rewards Options Templates
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If scanning a guests phone to award them points, then choose the appropriate categories that you are scanning for
- Scanning for night's stays - Choose Reservations Scan
- Scanning for Store Purchases - Choose Store Purchase Scan
- Scanning for Activity Participation - See Activity Participation section
- Enter Title
- Choose Icon
- Optional Field -
- Restricted Item - Click on the checkbox - Click "Select User Groups(s) to receive access (Ability to make sections visible to specific groups only (ie. staff, seasonals, etc)
- Click Submit
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Please Note: Repeat as necessary if awarding points in multiple areas
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