Staff Overview.

As a staff member, you process customer transactions at the point of sale. Your main tasks are scanning customer QR codes, awarding points and stamps, and processing reward redemptions.

What Is a Staff Member?

Staff members are employees who interact directly with customers to manage loyalty transactions. You might be a cashier, server, sales associate, or customer service representative.

What You Can Do

The staff portal lets you:

See Redeeming Vouchers for voucher processing details.

Navigation

The staff portal features a streamlined, mobile-first sidebar:

Account Menu (bottom):

• Account Settings
• Language selector
• Logout

Accessing the Portal

1. Go to /staff on the platform
2. Enter your work email address
3. Click Send me a login code
4. Enter the verification code from your email
5. You're ready to help customers!

The staff portal is optimized for mobile devices, making it easy to use on a phone or tablet at the point of sale.

Your Daily Workflow

The staff portal uses a search-driven workflow. Instead of navigating through menus to find actions, you search for the customer first, then choose what to do.

Finding a Customer

Option 1: Search

1. Use the search bar on the Dashboard
2. Enter customer name or email
3. Select customer from results
4. Choose your action (add points, stamps, redeem)

Option 2: Scan QR

1. Click Scan QR in the sidebar
2. Scan the customer's QR code
3. Customer profile loads with available actions

Option 3: Recent Customers

1. Click Recent Customers in the sidebar
2. Find the customer in your recent interactions
3. Select them to continue

Awarding Points (Loyalty Cards)

1. Find the customer (search or scan)
2. Select Add Points action
3. Enter the purchase amount
4. Confirm the points to award
5. Customer receives their points instantly

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

1. Find the customer (search or scan)
2. Select Claim Reward action
3. Verify they have enough points/stamps
4. Confirm the redemption
5. Provide the reward to the customer

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

Club Assignment

You're assigned to a specific club (location). You can only:

• Award points/stamps for cards in your club
• Process redemptions for cards in your club
• View customers using your club's cards

If you work at multiple locations, contact your manager about multi-club access.

Tips for Great Service

Start with search: The fastest workflow is always: search/scan customer → choose action.

Keep it quick: Practice the scanning workflow to serve customers efficiently during busy times.

Promote the program: Remind customers to show their card with every purchase.

Handle issues gracefully: If something goes wrong, explain calmly and get manager help if needed.

Stay charged: Keep your device charged—you'll use it frequently.

Getting Help

If you encounter issues:

1. Check the Troubleshooting guide
2. Ask your manager for assistance
3. Contact the partner (business owner) for account issues

Related Topics

• Scanning QR Codes — QR scanning basics
• Awarding Points — Processing point transactions
• Processing Redemptions — Handling reward claims