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.

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 four actions: Loyalty, Store Credit, Voucher Catalog, and Voucher Scan.

Default setup

There's nothing to enable — Concierge is part of the POS app. Just sign your staff into the POS and the button is on the home screen.

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.

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.
• At the Counter — the regular sale flow.