thread Re: Is there a way to add a star to a customers loyalty profile? in Archived Discussions (Read Only)

Is there a way to add a star to a customers loyalty profile?

avagrace — Tue, 27 Sep 2016 22:02:34 GMT

Is there any way to add stars to a customers loyalty program? She was mistakenly not reminded to give phone number one two qualifying cash transactions and is upset....

Thank you!

Re: Is there a way to add a star to a customers loyalty profile?

Sean — Sun, 25 Sep 2016 21:51:10 GMT

@avagrace - You sure can! 😉 To edit your individual customer’s reward, just follow these steps:

Log into your Square Register App.
Tap the three horizontal lines > Customers.
Select your customer group.
Tap on the correct customer (or create a customer).
Scroll to Loyalty > tap Edit.
Use the + / - tool to edit their number of stars.
Tap Save.

PS) If my answer solved your problem, would you mind marking it as "Best Answer"? That'll help the rest of the community find what they're looking for. If not, just write back, and I'll continue to help. Thanks!

Re: Is there a way to add a star to a customers loyalty profile?

avagrace — Wed, 28 Sep 2016 15:53:30 GMT

Thank you so much! Super easy~

Re: Is there a way to add a star to a customers loyalty profile?

Sean — Wed, 28 Sep 2016 18:13:03 GMT

@avagrace - I'm here to help! Look forward to more posts from you!

Re: Is there a way to add a star to a customers loyalty profile?

NicoleFae — Tue, 04 Oct 2016 17:22:09 GMT

Followed your directions...not working!

Re: Is there a way to add a star to a customers loyalty profile?

Sean — Wed, 05 Oct 2016 17:42:12 GMT

@NicoleFae - What part isn't working? If you'd prefer, you can also reach out directly. We'd be happy to talk your through the process.

Adding Loyalty Points to Transaction

WeekendAnime — Mon, 31 Oct 2016 17:35:25 GMT

I've encountered some quirks with the loyalty program. Sometimes it seems to skip adding the stars for no reason at all- and I can't seem to go back to a transaction and add stars AFTER the fact. Is there something I'm missing? I can go in and see all my transactions, no problem. What I can't seem to do, even with a customer phone number, is click on a transaction and award stars for it.

Does someone know of a way to do so? Thanks!

Re: Adding Loyalty Points to Transaction

VanKalkerFarms — Tue, 20 Dec 2016 01:38:18 GMT

Log into your Square Register App.
Tap the three horizontal lines > Customers.
Select your customer group.
Tap on the correct customer (or create a customer).
Scroll to Loyalty > tap Edit.
Use the + / - tool to edit their number of stars.
Tap Save.

Re: Adding Loyalty Points to Transaction

WeekendAnime — Tue, 01 Nov 2016 13:41:15 GMT

THANK you! That's what I was looking for and could not for the life of me find!!

Re: Is there a way to add a star to a customers loyalty profile?

moosiesd — Tue, 13 Dec 2016 03:00:33 GMT

didn't work for me either

got into customer-loyalty-edit, but no star +- options...

Re: Is there a way to add a star to a customers loyalty profile?

Sean — Wed, 14 Dec 2016 19:44:54 GMT

@moosiesd - So sorry to hear about the trouble! Would you mind confirming what type of device you're using? What part wasn't working? Were you able to locate the customer? Did you try with another customer (maybe that one wasn't enrolled in loyalty yet)?

Re: Is there a way to add a star to a customers loyalty profile?

Arcana — Fri, 16 Dec 2016 22:38:18 GMT

It isnt working for me as well, I have tried with several customers and am unable to add stars at all.

Re: Is there a way to add a star to a customers loyalty profile?

Sean — Sun, 18 Dec 2016 19:46:39 GMT

@Arcana - Again, sorry to hear. Would you mind confirming what type of device you're using? Did you try with another customer (maybe that one wasn't enrolled in loyalty yet)? What do you see in the customer profile?

Re: Is there a way to add a star to a customers loyalty profile?

Arcana — Sun, 18 Dec 2016 23:46:43 GMT

I have a regular windows computer, andriod phone and the ipad, when I go to the customer screen I can bring up the customer, but there is no way to add loyalty. Even in the edit all I can do is change email, phone etc.

Re: Is there a way to add a star to a customers loyalty profile?

Sean — Sun, 18 Dec 2016 23:52:43 GMT

@Arcana - Currently you're only able to adjust stars through the Square App (not the Dashboard). When you locate a customer in your directory on your iPad, do you see the edit button next to Loyalty?

Re: Is there a way to add a star to a customers loyalty profile?

earthwoman52268 — Mon, 16 Jan 2017 03:36:21 GMT

This did not help me. Once I got my customer's name to come up on the screen, there was no way to scroll and find Loyalty to add stars to the customer's account. Where do I find the option to add stars??????????????????

Maureen Atkins

Re: Is there a way to add a star to a customers loyalty profile?

earthwoman52268 — Mon, 16 Jan 2017 03:47:02 GMT

Never mind--I did it on my phone app, but it didn't work on safari.

Thank you!

Re: Is there a way to add a star to a customers loyalty profile?

Sean — Tue, 17 Jan 2017 21:23:30 GMT

@earthwoman52268 - Glad to hear! Since this is a mobile-only feature right now, that explains the confusion. Sorry about that! Hopefully, this comes to dashboard soon. 🙂

Can I edit stars from dashboard

BrownDog — Mon, 05 Jun 2017 13:21:46 GMT

Can I edit customer loyalty stars from the dashboard?

Re: Can I edit stars from dashboard

EJ_ — Wed, 07 Jun 2017 20:31:56 GMT

Hi @BrownDog

I've moved your post to this existing thread.

You can edit the loyalty stars from your Square Dashboard.

Check out the Best Answer in this thread and it should get you pointed in the right direction.