Setting up Poster and launching the system
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How to accept payment with bonuses? - Poster
To accept payment with bonuses: In the open receipt on your POS go to the Customer tab in the top left corner. Start entering a name, phone number or loyalty card number, choose a customer from the list and tap Apply. Go back the Receipt tab and tap Pay. In payment window choose Use bonuses. Tap Pay. (https://storage.crisp.chat/users/helpdesk/website/-/f/b/2/7/fb27f05cc0cc1800/8c100656Some readersHow to set up a bonus loyalty system - Poster
You need to log in to your Poster account. If you have a Connect account, you need to log in to that! Set up a bonus loyalty system so that customers can accumulate bonuses and use them to pay the bill or part of it. To do this, create customer groups and set up the rules for transitioning between bonus groups. Creating customer groups Create customer groups to set up bonus accrual. Add customer groups to set up bonus collecting. To do this: Go to Marketing → Customer groups in thSome readersHow to set up an automatic birthday greeting? - (Elite)
You need to go to the “Marketing” - “Automation” section. On this page, you need to: Click the "Create" button Enter the name of the Automation (e.g., Birthday) Click the "Create" button (https://downloads.intercomcdn.com/i/o/1065271441/85e83e4bab12370a448ecd13/image.png?expires=1750109400&signature=f53c0b4d764f22ad1f7430c1864c47cb293792d2855eFew readersPromotion "Sixth Coffee Free" - (Elite)
How to create the "Sixth Coffee Free" promotion: Open the Marketing → Promotions tab in the admin panel. Click the Add button. Set the name and duration of the promotion. Specify the establishments where the promotion will apply: either across the entire network of establishments or only in selected ones. In the Promotion Conditions block, choose the categories or items the promotion will cover. Set the order condition to Exactly and enter "5" in the field for the required nFew readersAutomation — “Bonus Expiration”
In your admin panel, go to the “Automations” tab (under the “Marketing” section) and click “Create”. Enter the name of the automation — “Bonus Expiration”, then click “Create”. (https://downloads.intercomcdn.com/i/o/gcmiatue/1262276385/f28e83f13e7752ec814bb1873e7e/%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA+%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0+2024-11-Few readers