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Setting Up Your Check-in Flow For Connecting Customers

Learn how to setup your customer check-in flow to capture customer details and link card payments to real customers.

Updated this week

Overview

Checking-in is where every great customer relationship begins. With one quick scan or tap, you start recognising familiar faces, rewarding loyalty, and building real connections — automatically with myne.

See who’s behind every order — effortlessly. By linking a customer’s payment card to their profile, you’ll know who they are, how often they visit, and what they love. No loyalty cards or manual tracking needed.

With one scan, customers share their details and are instantly connected to your POS through Lightspeed O-Series. From then on, every visit and order paid with the same card is recognised automatically, helping you turn one-time visitors into familiar faces.

Linking Customers on Lightspeed POS

Once a customer has checked in, you can easily attach them to their order in Lightspeed to start tracking their spend and visit behaviour.

  1. When creating a new sale in Lightspeed, tap Add Customer (before or after items added to the order).

  2. Select from recently checked-in customers who will appear first, or search their name, phone number, or email.

  3. Select the customer, hit save, and their details will automatically link to the order.

Setup your Check-in

You can fully customise how customers connect with your brand through the Connections Flow settings in myne. From your logo and background image to the welcome message and reward offer, every element can be tailored to match your brand’s tone and drive more customers to complete the connection process.

  1. Log into myne

  2. From the left-hand menu, click the Settings Cog

  3. Configure the Business details under the Brand section

  4. Then configure the rest of your Connection Flow by clicking Connection Flows > Brand Configuration Tab

Configure the Business Details

Setup your Business details such as the Business name, website, phone number and your logo on light or dark modes. Select the brand theme which are colours associated with your brand.

You can also setup your Brand Context and definitions under the Brand settings.

Configure your Connection Flow

Once in the connection flows section, you will land on the Brand configuration tab. Here you can configure you customer main check-in page, you will find a connection link URL at the bottom of this page.

Use this link to direct customers to your check-in flow. Create a QR code and attach it to in-store signage or use the URL on your website or other digital channels to encourage customers to sign-up and capture their details.

Page settings

  • Primary Heading - What heading your check-in page shows

  • Subheading - A little welcome message

  • Call to Action - Write what text your action button contains

  • Continue to Account - leave blank to direct customers to their customer account. Each customer who completes a check-in will have a profile created for them in myne

  • Call to Action - Configure CTA button on landing page after check-in

Multiple Locations

If you have multiple locations you can go to Settings (cog) → Locations and you will be able to see all your locations listed there with Connection links to each location to ensure each customer is checked-into the right location. Locations are currently synced automatically via your POS

If you have any questions that aren’t answered here, please contact the myne support team for assistance at hello@myne.network

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