Assign guest at checkout
Assign a payment to a regular customer: collect stamps, loyalty discount and credit.
If you assign a guest to an order, they automatically collect stamps when paying, receive their regular discount, and can redeem rewards and credits.
Prerequisite: Max plan and guest management enabled in Web desk: Guest management settings. Without it, the party will only have names, no guests.
Assign guest
On the payment screen, under Assignment, tap Name / Guest. At the table, first go to … of the party and Name / Guest; at the self-checkout, go to Assignment on the receipt. In the field, search for name, company, phone, email, or number; the scan icon reads the guest card. Tap on the guest. Everything related to this slip: Name or guest of a party.
Step 1 of 2
Create new
If the guest is new, tap + (Android: Add new guest). First name or company name is required. Newsletter & birthday greetings via email can only be activated if the guest has agreed; they will then confirm this themselves via email.
Step 2 of 2
Guest is assigned
Under Assignment you'll find the name, for example Josef H., the stamp balance, such as Coffee Card: 7/10, the credit balance, and notes like VIP, a note, allergies, or birthday. If the guest has a loyalty discount, the cash register automatically applies it and displays Loyalty discount applied.
Scan guest card reads the QR code of the printed guest card and the customer card that the guest has saved in Apple Wallet or Google Wallet.
**The stamp is automatically applied by Servire after billing. The new balance is shown on the receipt.
The options Redeem reward and Redeem credit will appear in the … top right corner as soon as the guest has something. Redeeming credit requires an internet connection.
The standard discount only applies when no other discount is selected and no price category is applied. It is set in the Web desk for the guest.
You can see more information about the guest, their credit balance and any money they have on file in the guest sheet at the checkout.
Assign subsequently
Assign document
Forgot your card? Open the shift, tap … on the receipt, and then tap Assign Guest. The stamps will be added retroactively.
Retroactively assigning items requires the Manage Guests right. This only works for receipts from the last 7 days for sold items that have not been cancelled.