Before you start
VIP automatic discounts are set up and the customer has reached a VIP tier (for example, Gold).
The Casa Loyalty tile is added to your POS home screen. If it’s missing, tap Add tile and add it.
Step 1: Check that Automatic discounts is on
On the POS home screen, tap Cart.
Tap the ⋯ menu at the top right.
Make sure Automatic discounts has a tick next to it. If it doesn’t, tap it to turn it on.
This is the key setting. When it’s off, the VIP discount shows in Casa but isn’t applied to the cart.
Step 2: Add the customer to the sale
Tap Add customer in the cart (or use the search on the home screen).
Search by email, phone number, name or address, then select the customer.
The Casa Loyalty tile now shows the customer’s points balance.
Step 3: Add products and check the discount
Add the products to the cart.
The customer’s VIP discount is applied automatically. On the item you’ll see the original price crossed out with the discount underneath (for example, $749.95 reduced by $50). The home screen tile shows Manage discounts, 1 applied.
Tap Checkout and take payment as normal.
Step 4 (optional): View the customer’s rewards
Tap the Casa Loyalty tile to see the customer’s details. It has three tabs: Customer Info, Rewards and Your Rewards.
Available: rewards the customer can use, such as a percentage discount code or a permanent discount.
Used: rewards already redeemed.
A permanent discount reward is applied to the customer’s account automatically, so you don’t need to do anything.
A discount code reward shows an Apply Code button if the cashier needs to apply it to the sale.
Troubleshooting
The discount isn’t in the cart: check that Automatic discounts is ticked in the cart’s ⋯ menu, and that the customer is added to the sale.
The customer’s balance doesn’t show: make sure the customer is attached, since the Casa tile says “Select a customer” until you add one.
Still not working: contact our support team and we’ll check your setup.