Hi @EcoAutoClean . I’ve done it both ways, and it works. Honestly, as long as a customer is paying with a card (not cash) one of two things will happen at checkout:
- If they use a card they previously used for a loyalty transaction, Square remembers that card and knows it is a loyalty customer. Then either the POS or the connected terminal will display a screen showing what rewards are available to them.
- If they use a new card that hasn’t been used for a past loyalty transaction, they will get the screen prompting them to enter their phone number. Once they do, loyalty will attach that new card to their loyalty account for future use as well as add the current points and give them a chance to redeem rewards.
This works really well, but of course cash paying customers are left out in the cold, eh? Our cash paying customers know that they should give us their phone number when they are ordering, and my employees usually ask first. But it is not required unless you and your employees are handling an entire transaction without your customers ever looking at a POS screen or connected terminal device.
I hope that makes sense. Let me know if you have any other questions.
Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)
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