My business is relatively new to the Square program and we have the Retail POS iPad setup. We recently started a sale and was easy setting up. However, I had a customer come in that purchased enough to earn a reward but her phone number was not attached to her name. But when she came in the next time and purchased she was able to redeem a reward. FYI both times she used her credit card. This confuses me... please explain!!!!!
Hi @Kopacz !
I would first say to check where your Loyalty settings are toggled.
Do you have the collect email addresses box checked?
(while you're in this menu, it might be wise to toggle on the 'Suspicious Activity alerts' for a short time).
Another thing to check would be to see what information you have in their profile under Loyalty. It's possible that the credit card filled in "missing" information from the Loyalty profile.
Let me know if any of this helps!
No email address is checked in the loyalty settings! We do have suspicious activity turned on. I think it may have been that a phone number was already associated with the card she used and it just didn't put it under her name. I am really not sure why some of the phone numbers aren't attaching to a person's name. This could definitely be a problem because we transferred our customer list from our previous POS. So we already had names and that's how we gave rewards and now going to Square and not having phone numbers and only names has been difficult.
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