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How-to guide

Register your members

Show customers a QR code and let them fill in their own details, or add them at the counter while they wait. Either way they land in the same member list.

WHO THIS IS FOR

CA

Cashiers at the counter

signing customers up while the order is being paid.

OW

Owners printing the QR

for table tents, receipts or social posts.

BEFORE YOU BEGIN

Always capture the birthday. The birthday voucher can only fire for members whose date you have.

The mobile number is the member’s identity. Pick the right region prefix before typing the digits.

THE STEPS

Pick the device in front of you.

Open Memberships & Loyalty

On tablet, tap the four-square icon on the dashboard and choose Membership & Loyalty. On phone, tap the Marketing tab in the bottom bar, then the orange Membership & Loyalty button in the tools grid.

Tablet: the four-square menu.
Tablet: the four-square menu.
Phone: the Marketing tab.
Phone: the Marketing tab.

Share the sign-up QR

Tap Register QR. A Sign Up QR card slides up — hold it out for customers to scan and fill in their own profile. Copy Link to Share puts it in a message or a post; Download QR gives you a file to print for table tents and counter cards.

Scan, share or print it.
Scan, share or print it.

Add a member by hand

Tap Add Member at the top right, fill in the profile, then Save.

Add Member.
Add Member.
Fill it in, then Save.
Fill it in, then Save.

IF IT LOOKS WRONG

The number is already registered

That customer is already a member. Look them up under My Members instead of adding them again.

The QR does not open anything

Re-open Register QR and use Copy Link to Share to test the link yourself before printing it.

No birthday vouchers going out

Members added without a birthday cannot receive one. Edit the profile and set the date.

WHERE TO GO NEXT

NEXT

Member benefits

Read the guide →
NEXT

Automated vouchers

Read the guide →

Ask EPOS Assistant