POS | How to remove a customer from a loyalty campaign and merge cards

You may need to remove a customer from a loyalty campaign or merge the customer's points onto one card. To do so, follow these steps:

  1. From the basket, tap on the customer’s name and then tap"View/edit".
  2. Select the"Loyalty"tab.
  3. Tap on any card and choose "Remove".
  4. POS will then ask for confirmation that you would like to remove the card.
  5. On confirmation:
    • If the selected card has no outstanding points, the card is removed from the customer’s account and it’s no longer visible on the customer’s loyalty profile.

    • If the selected card has outstanding points, POS offers the option to merge the removed card’s points with another loyalty card (if the customer has other loyalty cards).
      v32.pngIf you choose to "Merge", POS displays the other loyalty cards that the points can be added to. Choose the preferred card and tap "Merge".
      v31.pngPOS will then confirm the successful removal of the card and the merge of its outstanding points with the chosen card.
      v30.pngYou can immediately see that the selected card for merging has been updated with the new balance.
      v29.pngIn the printed receipt,you'll see the change in the balance of the card that received the points.


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