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
Square Community
Square Products