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8.09.2017

Tracking Guests in the Administration panel

You can find the Guests list in the Administration panel, the section Loyalty\Guests.

As a rule, regular establishment’s clients are immediately included in the list of guests as well as the clients who are to be attracted to special offers.

When working with the list, you will be able to:

  • keep guests’ records and their contact data
  • keep records of the cards given to the clients
  • check the accuracy and appropriateness of the offered discount
  • verify the identity of the presenting card bearer with photo
  • keep records of regular clients preferences
  • classify clients according to guests categories
  • make collective changes to the fields such as Guests category and Discounts category

The Guests list of the Administration panel is automatically synchronized with the Clients list of the mobile POS-terminal on the tablet.

The list can be also filtered by Name, Surname, Phone number, Card number, Postal address, month and year of birth.

In the guest’s card you can find the History section. Use it to track the consistency of discounts used by the guest.

While applying the collective processing of items, you will be able to set the value of the fields Guests category and Discounts category for all specified Guests.

The selection criteria for such guests are Guests category and Discounts category.

The criteria’s values are set in the section Choose which fields and their values you wish to use as the criterion for the group selection.

To call the window of the collective operation, click on the button and choose the option Collective processing of items.

In the section Choose which fields and their values you wish to use as the criterion for the group selection, there are fields Guests category and Discounts category. Use these fields to set the criteria’s values for the selection of guests whose categories you wish to change (the processing will be made only for these guests).

To indicate which field is to be used as the selection criterion, set the appropriate checkbox to checked and choose the appropriate value from the dropdown list.

To specify a new value of the field, set the appropriate checkbox to checked and choose the value (from the dropdown list) in the section Choose which fields you wish to change. If the checkbox is unchecked, the value of the field won’t be modified.

Click on the Perform button to update the values.

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