When a customer receives enough points, they can redeem them in-store or online an exchange for a product. This will discount the entire price of the item.
Key Steps to Redeem Points
1. Checking Points Online
Customers can see their available points under the "rewards" tab of the online store
2. Redeeming Points
Customers will need to find the product they want to redeem by checking the products on your menu. Products available for redemption will have the option to add a product using "dollars" or "points".
Customers have the option to either redeem points online or in-store
I’m In-Store Now - Customers should select this option if they are physically in your store
I’m Ordering Online - Customers ordering online, including kiosk orders.
2a. Redeeming Points Online
Redemptions placed online will be highlighted in purple with "points" as the purchase price.
A corresponding discount will need to be created and applied inside your POS.
If a customer mistakenly selects ‘I’m In Store Now’ instead of ‘I’m Ordering Online’, guide the customer on the correct process for future redemptions and then follow the instructions for Redeeming Points In-Store below.
2b. Redeeming Points In-Store
To verify an in-store redemption, look up a customer via their first and last name or their phone number in the customer search kanban.
Redemptions placed in-store will be highlighted in the customer profile.
To complete the redemption, click ‘Picked Up’ in the carrot admin and then manually apply the corresponding discount in your POS.
Cautionary Notes
Always verify customer identity before redeeming points to prevent fraud.
Ensure that the points redemption process is clearly communicated to customers to avoid confusion.
If a customer is not receiving their points, please make sure the phone number in Carrot Admin matches the phone number on their profile in the POS.