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How do I look up my customer's Toast Loyalty rewards balance?

Written by Agent Support Bot

Question

  • How do I look up my customer's Toast Loyalty rewards balance?

  • How do I look up Toast Loyalty rewards balance for multiple accounts?


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Answer

If you wish to look up a customer's rewards balance, you can enable the Loyalty account lookup functionality by following the steps described in this article: Loyalty Lookup and Redemption Workflows.

If you wish to look up multiple accounts, please follow these steps:

  1. In Toast Web, navigate to Reports > Marketing > Rewards Accounts.

  2. Under the Rewards Accounts section, you can configure the information that you wish to be displayed in the report. Use the Show/hide columns tab to add and/or remove information. Select the Update button once configured.

    • Alternatively, you can look up your guests' rewards information by using the search bar right above the Show/hide columns tab.

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