Concierge

Overview

Concierge turns the Rewardly POS app into a single-tap customer-service desk: your staff can register a new member, top up loyalty points or store credit, and issue or redeem vouchers — all without leaving the POS or opening the admin.

Use it when a customer reaches the counter and needs anything loyalty-related that isn't part of a normal sale.

How it works

Concierge runs inside the Rewardly POS app (iPad / Android tablet / phone). After logging in, tap the Concierge button on the sell screen. Every action you take is recorded against the staff member who is logged in.

The Concierge desk appears for concierge-enabled registers (the register has isConcierge turned on) or for staff who hold the conciergeService role. A conciergeService-only user sees just the Concierge and Settings tabs — no sell or order screens.

One device per staff login

Each staff email should sign in to one device only. Logging the same email into multiple devices causes sync issues — give each device its own user.

The Concierge view is keyed by a customer:

1. Type the customer's phone or username into the search box at the top.
2. If they exist, pick them from the list.
3. If they don't, tap + Add "<phone>" as a new member and fill in the minimum profile (country code, name, birthday, gender).

Once a customer is loaded you see their profile and a set of tiles:

• Loyalty — current point balance; tap to issue or redeem points.
• Store Credit — current store-credit (store value) balance; tap to issue or redeem credit.
• Voucher Catalog — claimable merchant vouchers plus the member's own copies.
• Voucher Scan — scan a printed/displayed voucher QR code.
• Stamps — the member's stamp-card progress; tap to add or void stamps (see Add or void stamps).
• Post-pay Credit — a credit-allocation tile that appears only when credit allocation is enabled for that member (see Manage post-pay credit allocation).

The customer's profile also shows their active membership tier (for example "Gold member"). A Receipt button is available when the merchant's loyalty redeem configuration includes pos.

Default setup

Concierge ships with the POS app, but it has to be switched on before the button appears. Either turn on Is Concierge for the register in Outlet Registers, or give the staff member the conciergeService role. Registers you create now have Is Concierge ticked for you, but registers set up earlier often have it off — check the register first if the button isn't showing.

Using Concierge

Add a new member

1. Type the phone number (no + country code).
2. Tap + Add "<number>" as a new member.
3. Tap the country-code chip and pick the right country.
4. Tap the magnifying glass to open the Add customer form.
5. Fill in email, first / last name, birthday, gender, and any other required fields, then Add customer.
6. The new member's loyalty balances appear straight away.

Issue or redeem loyalty points

1. Tap Loyalty.
2. Enter the amount of points.
3. Enter a description — typically the receipt number, so the entry is traceable later.
4. Tap + Issue to add points, or − Redeem to subtract.
5. Tap Confirm.

Issue or redeem store credit

The same flow as points, but on the Store Credit tile — enter the dollar amount and a description, then + Issue or − Redeem and Confirm.

Issue, void, or use a voucher

1. Tap Voucher Catalog.
2. Switch to Merchant Vouchers to issue, or My Vouchers to act on the member's existing copies.
3. Issue — pick a voucher, enter a description, Confirm. The customer immediately has a copy.
4. Void / Use — under My Vouchers, tap a voucher and pick Void (cancel it) or Use (mark as redeemed).

Scan a voucher QR code

Tap Voucher Scan to scan a printed/displayed voucher QR straight from a customer's phone or paper voucher. The scanned voucher's info appears with Use and Void actions.

Add or void stamps

Concierge staff can adjust stamp-card progress by hand — for example to credit a stamp a customer earned offline, or to reverse one added in error.

1. Tap Stamps to open the list of the customer's active and filled stamp programs.
2. Tap the program you want to adjust to open the Stamp modal.
3. To credit stamps, enter the number of stamps and add them — the new count appears immediately (optimistic UI) while the change posts to the server.
4. To reverse stamps, choose void to remove them from the card.
5. A success toast confirms the change; an error toast appears if the post fails.

Manual vs. automatic stamps

During a normal sale, stamps are awarded automatically when a qualifying order is completed — there's no cashier step. Concierge is the one place where staff can manually issue or void stamps outside of a sale. See Stamp Cards.

Manage post-pay credit allocation

When credit allocation is enabled for a member, a Post-pay Credit tile appears on their profile. Tap it to open the Post-pay credit modal, which shows the member's credit limit, outstanding balance and available credit, and has two tabs:

Tab	Use it to
Manage limit	Change how much the member is allowed to owe. Tap + Issue to raise the limit or − Deduct to lower it, enter the amount, then Confirm.
Record payment	Record money the member pays back. Enter the amount, pick cash, card or transfer, then Confirm.

Both tabs take an optional note — typically the receipt number or the reason for the change.

What you'll see in the transaction history

Below the tabs the modal lists the member's credit transactions, labelled Limit issue, Limit deduct, Payment, Purchase and Void. The first three are the entries you post from the tabs above. Purchase (credit drawn at checkout) and Void (a reversed transaction) are recorded by Rewardly automatically — they aren't actions you can pick.

Each change you confirm posts to the server with a success or error toast. For how post-pay credit works end to end, see Post-pay Credit.

Join another membership

The customer's active membership tier is shown on their profile. To enroll them in another membership program, tap the edit (pencil) control next to the tier and pick the membership to join. A Successfully joined membership toast confirms the change, and the new tier takes effect right away.

What members & staff see

• Staff — concierge actions are logged with the staff user and outlet, so every manual issue or redeem is auditable in the admin reports.
• Members — point and credit changes appear in real time in the member app; vouchers land in their voucher feed.

Related

• Loyalty Points — what the Loyalty tile issues.
• Store Credit — what the Store Credit tile issues.
• Vouchers — what the Voucher Catalog issues.
• Stamp Cards — what the Stamps tile adjusts.
• Post-pay Credit — what the Post-pay Credit tile allocates.
• At the Counter — the regular sale flow.