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Enable Toast Loyalty Sign Up Upon Taking Payments

In order for your guests to see the loyalty sign-up screens during checkout, ensure the configuration settings in this article are enabled.

Written by Agent Support Bot

Drive repeat visits with a simple, integrated loyalty program that rewards regulars -- in-store and online.


Check out How Guests Enroll in Toast Loyalty for more information on how guests can sign up for your Toast Loyalty program.

Loyalty Sign Up on Cash Payments

  1. Navigate to the Payments section in Toast Web from the homepage.

  2. Select Payment options.

    Under Payment Methods select Payment options in Toast Web.



  3. Under the Cash section, make sure the following are set to Yes :

    1. Digital Receipt Dialog

    2. Thank You Dialog

    3. Rewards Signup (You will need to save your changes for this option to appear on your page)

  4. If any of these are set to No, the sign-up prompt will not appear on cash payments.

    under Receipt Options the Digital Receipt Dialog the "Yes , show the receipt dialog after each cash payment (Digital receipts only) is selected. in the Thank you Diaglog "No" is selected, Rewards Signup "Yes" is selected and in the Cash Receipt Options, "Prompt for Receipt Options" is selected.



  5. You will also need to make sure you enable Digital Receipts on your POS device. Do this by navigating to Device Setup on the POS main menu.

    in the Toast POS under Setup, the Device Setup is selected.
  6. Select Yes, use digital receipts.

Loyalty Sign Up on Credit Card Payments

  1. Navigate to the Payments section in Toast Web from the homepage.

  2. Select Payment options.

  3. Under the Cashsection, make sure that the Thank You Dialogand Digital Receipts Dialog options are set to Yes.

  4. Under the Credit section, set Rewards Signup to Yes.

    Under the Credit Section, in the Rewards Signup "Yes" is selected
  5. If you haven't already done so, you will need to make sure you have enabled Digital Receipts on your POS devices by navigating to Device Setup.

  6. Select Yes, use digital receipts.

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