Description: Learn how to connect your Paytronix loyalty program to Shift4 Dine and configure POS settings so your team can look up accounts, apply rewards, and accrue points without leaving the point of sale.
Note: This feature is currently available only for Pilot users.
Prerequisites
Before you begin, contact your Paytronix representative to confirm your loyalty program is configured for the Shift4 Dine integration. Obtain the following credentials for each location:
- Merchant ID
- Store Code
Note: Multi-unit operators must complete setup individually for each location. Each location requires its own Merchant ID and Store Code.
Platform Support
Paytronix Loyalty is available on the following Shift4 Dine platforms:
| Platform | Lookup |
Point Accrual |
Reward Redemption |
|---|---|---|---|
| Workstation | ✓ |
✓ |
✓ |
| Customer-facing Display | ✓ |
✓ |
— |
| Handheld | ✓ |
✓ |
— |
| Online Ordering | — |
— |
— |
Install Paytronix in the Shift4 Dine Customer Hub
- In the Customer Hub, navigate to Marketplace > Paytronix.
- Select Install.
- When prompted, enter your Merchant ID and Store Code.
- Repeat this process for each location.
Configure Loyalty Settings on the Workstation
All loyalty settings are located at Manager > Settings > Business > Loyalty.
Required Setting
Enable the following setting to allow cashiers to attach a loyalty account after an order is finalized:
-
Prompt for Loyalty Redemption on Tender: Enables the Loyalty tender option at payment.
Optional Setting
You can also enable a setting to prompt for loyalty check-in each time a ticket is saved. When enabled, the loyalty prompt appears:
- When a ticket is first opened
- Again at payment, if loyalty was not attached at order open
For instructions on looking up accounts, applying rewards, and processing refunds, visit the Process Paytronix Loyalty Transactions on Shift4 Dine.
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