Process Paytronix Loyalty Transactions on Shift4 Dine

Description: Learn how to look up loyalty accounts, apply rewards, process refunds, and retrieve missed visit codes on Shift4 Dine for customers enrolled in Paytronix Loyalty.

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Note: This feature is currently available only for Pilot users.

Look Up a Loyalty Account

Cashiers can identify a loyalty member using any of the following:

• Phone number
• Email address
• Scanned QR code or barcode
• Check-in code

Add Loyalty to an Order on the Workstation

Loyalty can be attached at three points during a transaction.

When Opening a Ticket:

1. Tap the Loyalty tab at the bottom of the screen.
2. Locate the member using any supported lookup method.
   

Note: On the Customer-facing Display, the guest can initiate the loyalty lookup themselves directly on the display.

During Order Entry:

1. Tap the item in the order.
2. Select the Loyalty tab.
3. Look up the member if the account has not already been attached.
4. Apply the available reward to the item.

At Checkout:

1. After completing payment, tap the Loyalty tender option.
2. Look up the member to attach the loyalty account.

Important: The "Prompt for Loyalty Redemption on Tender" setting must be enabled for the Loyalty tender option to appear at payment. Visit the Set Up Paytronix Loyalty to configure this setting.

Apply Rewards

Item-Level Rewards

Item-level rewards include benefits such as a free item, a buy-one-get-one (BOGO) offer, or a dollar- or percentage-based discount on an item.

1. Tap the item in the order.
2. Select the Loyalty tab.
3. View available rewards and tap the reward to apply it.

Ticket-Level Rewards

Ticket-level rewards include benefits such as a percentage off or a dollar amount off the full order.

1. Select Take Payment.
2. Tap the Loyalty tab.
3. View available rewards and tap the reward to apply it.

Process a Refund on a Loyalty Transaction

When you process a refund on a transaction that had loyalty attached:

• All points earned on the original transaction are automatically reversed from the member's account.
• Any rewards that were applied are returned to the member's account.

No manual steps are required to correct loyalty data after a refund.

Retrieve a Missed Visit Code

If a customer forgets to provide their loyalty information during a transaction, they can use the missed visit code printed on their receipt to retroactively attach their loyalty account to the completed transaction. This ensures the customer receives point credit for the visit.

Direct the customer to use the code on their receipt according to your Paytronix program's instructions.