Volunteer card with discount

Hello,

I am working with a nonprofit bike organization and we are exploring ways to better recognize and manage benefits for our volunteers using Square.

 

Currently, when a customer comes to checkout, we have no simple way to identify whether they are an active volunteer eligible for a discount. We would like to implement a system using some kind of card (physical or digital) that could be scanned or linked to a customer profile.

 

Here is the workflow we are hoping to achieve:

  • Maintain a list of volunteers in Square (to be determined how we do that)

  • On a monthly basis, update their status (active volunteer or not)

  • If active, their card or profile would automatically allow a discount at checkout

  • If inactive, the benefit would be disabled

  • At checkout, scanning their card or selecting their profile would apply the appropriate discount automatically

Is this type of workflow possible within Square today? For example, through:

  • Customer profiles

  • Loyalty programs

  • Discount rules

  • Or any integrations or workarounds

If not directly possible, are there recommended approaches to achieve something similar?

Thank you for your help!

If you want, I can also make a shorter or more technical version depending on the tone of the forum.

 

Thanks for your help!

 

Claude

La Cyclerie

Claude Ferron
La Cyclerie - Atelier vélo communautaire + Culture vélo
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