Staff View

the staff view (staff app) is accessible by authorized "staff member" logins or users that can manage personas how to access the staff view navigate to customers > personas open to a persona's details click the more ( ) menu > "open in staff app" or access from this url https //lab alpineiq com/walletsearch/ https //lab alpineiq com/walletsearch/ {{companyid}} {{companyid}} how to find a customer in the search for a customer field, enter in name, phone, email, or loyalty id click search this will open a slideout with search results click on the relevant customer profile to open their persona information note searches for exact inputs are quick, however, if you search for something broad or inaccurate ("john" or "12348320392") our system will try to find the closest match and the search may take longer how to sign up a new customer in the signup a new customer section, click the start sign up button this will open the sign up form input all required information the sign up form is populated with the fields that you have configured in your settings see signup forms docid\ hcunkbnambg5ni7hmpgyn for more info to also sign them up for your loyalty program (members club), check the box in the form click the sign up button when signing up a new customer rewards will be given for orders up to 24 hours in the past do not use do not use placeholder information or the customer will not earn their rewards do not use do not use the same phone or email for signups as these will all be merged into the same profile see automatic persona merging docid 2rxg 2bzgwx hrvcp8hnp ensure customer information matches the pos customer record exactly or their transactions will not be connected and they will be missing points how to redeem rewards on the customer's behalf after performing the customer search outlined in steps above, navigate to the discounts & redemptions tab here you will see a list of discounts some will be disabled if the customer does not have enough points click "redeem" next to an available discount this will navigate you to the discount page click redeem again customer waiting room this feature is only visible if your pos supports "waiting room queues via pos" on this integration grid the customer waiting room shows you all customers that are in store by default, you will see all customers in the waiting room for all of your stores, but you can filter this view by store using the store dropdown signup from waiting room click the signup button in the row of that customer follow the sign up steps as outlined above we will prefill as much info as we have available for that customer decline signup from waiting room if the customer declined signup, click the decline signup button they will not be prompted to signup again next time they are in the queue