Customers
Edit Customer's Current Loyalty Point Balance
Overview If you would like to adjust a customer's current number of loyalty points, this can be done directly in their customer profile in Back Office. Instructions 1. Log in to Back Office and in the left navigation menu, select ...
Managing Customers in Back Office
Overview From Back Office, you can create, view, edit, delete, and export customers and their info. Viewing Your Customer List 1. In the left navigation menu, select Customers--->Customer List. 2. On this screen, you will be able to view your list of ...
How to Import Customers
Overview You can import information on your existing customers into RetailTime. Instructions 1. Go to Customers--->Import Customers--->Get Template button. 2. Open up the template download. 3. Delete or replace the 2 default rows in the template. ...
Generate and Print Customer Codes on Loyalty Cards
Overview In the system, you can easily generate Customer Codes and then have them printed onto physical loyalty cards. When a customer enrolls in your loyalty program, hand them a loyalty card and quickly assign the customer code to that customer. ...
Loyalty Program Setup
Overview We have built a new Loyalty program so you will be able to better retain your customer base and increase repeat business. You can set customized loyalty rules to have customers earn a certain amount of points, either per visit or a specified ...