Alleaves

about the aiq <> alleaves integration review our integration grid docid\ lmkd0mbha4ssqe8ii9mz for supported features how to connect aiq to alleaves go to alleaves and create a new user with a role that contains the appropiate permissions for your aiq integration navigate to settings > integrations , search for alleaves and click the green connect button fill out the credentials orgname name assinged to the credentials username setup in alleaves password setup in alleaves after these are filled in, click the green add credential button consider enabling sync contacts only once you have spoken to your aiq onboarding specialist or alleaves representative see warning below see warning below scroll down to the loyalty section and check off the box next to required required all users from this source have passed an age gate compliant with my industry lastly, click the green update connection button at the bottom of the settings you have now completed the minimum settings needed to connect your integration! sync contacts enabling this will make aiq create new contact signups generated from aiq services into the integration to change a users contact info, please alter it directly in the pos so that it will update in aiq this setting is activated on the day it's enabled moving forward how to map a store navigate to settings > company account > retail store click edit on the store you wish you map under store mappings you'll see the alleaves symbol click on the empty field to the right of the symbol and a dropdown will appear to "map" the key click save settings and you are done mapping the store keep in mind this must be repeated for any additional stores that you add to the account aiq <> alleaves user guide signing up new loyalty members during checkout you can create loyalty profiles for new or returning customers within alleaves while in alleaves pos budtenders will select the “ loyalty opt in ” button in the loyalty program section a modal will pop up with their contact info entered from the customer/patient's profile in alleaves verify that these details are correct and make necessary adjustments toggle the terms and conditions then click sign up this will create their loyalty profile in our personas section within minutes, however please give additional 4 5 hours for their orders to populate after redeeming discounts once a customer is signed up you can pull up their wallet and available discounts during checkout, click the discounts button on the left side above loyalty click apply to use the discount and redeem points (if required) supported discount types currently only flat ($) and percentage (%) cart discounts are supported on alleaves opt in queue if you have a waiting room or check in customers with their phone numbers prior to checkout, there is the ability to send a pending request to ask them to join your loyalty & marketing program while at the store in order to enable this locate in your aiq dashboard settings > retails stores on the store you want to enable, click edit expand additional settings enable alleaves opt in queue save faq's how long does it take before i start to see my pos data in aiq? within 24 hours, you should see data populating in aiq how can i confirm that the integration is active and signups are being sent? look under your personas page in aiq the integration is functioning properly if you see "alleaves" under the sourced from column i am getting an account notification that i have unmapped stores, how can i fix this? once you see data coming through aiq, you must "map" the api key to the store(s) to assign a "favorite store" to the customer see how to map a store above for directions on how to accomplish this are there any additional settings i can enable? see integration settings docid\ u8beizkxh83tipi2sw1rz for more optional settings