How to Check Your Client’s Loyalty Balance in Shortcuts

1. Client Profile

• Steps:

  1. Navigate to the Clients section.

  2. Search for the client’s name and open their profile.

  3. Scroll to the bottom and click Member.

  4. Select the Loyalty Number and press Balance.

  5. The balance screen will display:

     • Total accumulated points.

     • Conversion value (points to dollars).

  6. Press Done to exit.

2. Point of Sale (POS)

• Steps:

  1. Open the Point of Sale section.

  2. Search for the client’s name.

  3. View the displayed loyalty points and their dollar equivalent.

  4. For more details:

     • Click More Actions.

     • Select Balance Inquiry to see a detailed breakdown.

3. Shortcuts Console

• Steps:

  1. Log into the Shortcuts Console.

  2. Navigate to the Programs section.

  3. Enter the client’s details:

     • Loyalty number, or

     • First and/or last name.

  4. Press Search.

  5. The loyalty card details will load, showing:

     • Points balance.

     • Conversion value.

     • Transaction history related to the loyalty program.

Key Takeaways

• These three methods ensure flexibility in accessing loyalty balances, catering to different workflows.

• Whether you’re at the POS, reviewing client profiles, or using the Shortcuts Console, you can seamlessly track loyalty points and their conversions.