Onboarding Tutorials - INDEX

  • Website Tools Guide:

    Update your website to allow patrons to register new loyalty profiles in addition to supporting the ability for patrons to login and check balances, update their profile/privacy settings and review transaction activity on demand.

  • Digital Coupon Templates:

    Learn how to customize the default digital coupon template with the clickable REDEEM button with your own gorgeous design, background colors and images that can be linked to specific offers and advertisements.

  • Membership Classes:

    Learn how to use the powerful Memberships module to create different tiers of patrons with various benefits, expiration, prices etc. This tutorial also includes guidance for how to sell membership packages online.

  • Enabling Clerk IDs:

    Increase security monitoring by adding Clerk ID prompting across terminal devices and know exactly which employee is processing which transaction in your gift card and/or stored value rewards program.

2019-09 (v7)

If you have any questions or problems relating to using this integration guide, please email support@loyalpatron.com.

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