Counter workflow.

Once you have the customer open, every counter action follows the same pattern: confirm the customer and the specific program, then commit. This page covers each action in turn.

After a transaction

After you add points or stamps, claim a reward, redeem a voucher, or sell or use a pass, you see what changed and the customer's balance or remaining uses. Tap Done to return to the customer or History to open that program's record.

History holds the full audit trail. To reverse your most recent eligible action for that member and program, tap Undo recent… and confirm. You can reverse your own eligible action, never a colleague's, and you see the original record beside its reversal. A points award must still be unspent and unexpired. Check the history before confirming: an earlier award can be the latest eligible one. Ask a partner or admin to review corrections outside your staff access. See Undoing and reversing for what happens to balances, tiers, and history.

Awarding points (loyalty cards)

1. Find the customer (search or scan)
2. Select Add points action
3. Enter the purchase amount. On a computer, the amount field is ready for typing when the screen opens.
4. Confirm the points to award
5. Customer receives their points at once

The confirmation shows the purchase amount you entered next to the points, so you can catch a wrong amount while the customer is still at the counter.

When the app asks you to check an amount

Two kinds of amount stop before any points are added:

• A product barcode. If a scanner types a product barcode into the amount field, the app takes it back out and says so under the field. A barcode that reaches the form another way is refused. A member's code scanned into the field still opens that member.
• An amount to check. If the amount would earn more than the card's limit per purchase, or sits far above the card's usual purchase, Check this amount lists the amount, what it would earn, and what confirming adds. If a skipped decimal point explains it, a button offers the corrected amount, for example Use $20.50. Tap Change amount to type it again, or tap the button below, which names the points it adds, if the amount is right. Once you change the amount, the check steps aside. When the limit decides the points, the confirmation says so.

Generating a redemption code (loyalty cards)

When a customer cannot scan (they have already left, or you are crediting points after the fact), generate a single-use code instead. From Redemption codes, tap Generate code: if you run more than one card, the screen opens with an empty Select a card picker so you choose the right one first; with a single card it opens straight on it. Enter the number of points, choose how long the code stays valid under Valid for (1 hour to 1 month, starting on the default of 3 days), and tap Generate code: the four-digit code fills the screen so you can read it to the customer. They enter it in their wallet to receive the points. The code is single-use, and the customer's tier multiplier still applies on redemption. See Redemption codes for the full flow.

Adding stamps (stamp cards)

1. Find the customer (search or scan)
2. Select Add stamps action
3. Confirm the stamp addition
4. Customer sees their progress update

Processing redemptions

Each program has its own claim steps.

Points rewards (loyalty cards)

The customer spends their own points, so the claim starts on their phone.

1. When the customer's points cover a reward, Reward ready names it on their overview, on the Add points screen and on the confirmation after you award points. Tell the customer. You see no cue on an expired card, because the customer can't claim there.
2. The customer opens the reward in their wallet and taps Claim reward. A code appears on their phone.
3. Scan that code. The claim screen shows the reward, the points it needs and the customer's balance.
4. Tap Claim reward and hand over the reward.

Stamp card rewards

1. Find the customer (search or scan)
2. Under a completed stamp card, Reward ready appears. Tap Claim reward
3. Confirm, then hand over the reward

Redeeming vouchers

1. Find the customer (search or scan)
2. Select Redeem voucher action
3. Scan voucher QR or enter voucher code
4. Enter purchase amount
5. Confirm and apply discount

Selling prepaid passes

1. Take payment at your counter
2. Tap Sell from the bottom tab bar, or open the customer first and tap Sell a pass on their overview
3. Confirm the price you charged
4. Let the customer scan the purchase code, or scan their Buy at the counter code

For a visit pass, scan its QR and record the visits used. For monetary credit, enter the amount to deduct and the external reference, review the remaining balance, and confirm the spend. Handle any other payment outside the app. Visit corrections use Undo recent visit; monetary corrections follow the separate spending and reversal flow. See Selling and scanning for both flows, including selling to brand-new customers without looking anyone up.

The customer sees it live. The open, visible wallet updates automatically while online, with a small celebration for eligible loyalty and visit events; monetary changes use balance notices. With Show my code or the card's page open, the update arrives within seconds, and never more than about 15 seconds after the transaction. The customer does not need to refresh, and there is nothing for the business to set up. The app records the transaction even if the customer's wallet is offline.