Depending on the loyalty program your pharmacy uses, your loyalty members can choose to receive a physical or virtual (cardless) membership card.

Note: Either a Phone number or Email address is mandatory for a virtual card, regardless of mandatory fields for your loyalty program. If your customer does not have either a phone number or email address they will require a physical card.

There are some differences in the workflow to add loyalty member:

Physical and Virtual Cards

1. Enter your Clerk Code in the Till.

2. Press Add Member.The Add member window is displayed.The Member ID text box is disabled and Card Type is set to Virtual by default.

3. If the customer would like to receive a physical card, select the Physical Card Type radio box.

a. The Member ID text box is now enabled, scan the loyalty card or enter the card number and press [Tab].

4. Now skip to the Enter the Customer's contact details section of this article.

 

Physical Cards

1. Enter your Clerk Code in the Till.

2. Press Add Member.

The till prompts to Scan a new loyalty card.

4. Scan the new loyalty card, or type in the loyalty card number and press [Enter].

The Add member window is displayed, the loyalty card number is displayed in the Member ID text box.5. Now skip to the Enter Customer contact details section of this article.

Enter the customer’s contact details:

Note: Entry of member details can be set to either mandatory or optional by your loyalty administrator. Mandatory fields are indicated by an *.
  • Phone # - Enter the phone number, including the area code, if applicable. The phone number will be validated and a prompt will display if an invalid number has been entered
  • Email Address 
  • Title - Select from: Mr, Mrs, Ms, Miss, Dr or Other (default)
  • First Name   
  • Surname   
  • Unit #   
  • Street #   
  • Street name - Enter the street name or, if adding the street type, do not abbreviate, e.g. enter Lewis Street not Lewis St. Abbreviated street types will interfere with the validation.
  • Suburb   
  • State - The State drop-down list is blank by default
  • P/Code
  • DOB - The customer’s date of birth, in dd/mm/yyyy format
  • Gender - This is a toggle button. Press to select a gender

1. Once you have entered the required details, press [Enter].

The Valid Address Selection window is displayed.

2. Select a valid address from the list of suggestions or select Match not found, continue? if the address you require is not displayed.3. Press [Enter].

The Customer Consent Confirmation prompt is displayed.4. Press Confirm after the customer has granted their consent for the collection of their personal information. Alternatively, press Cancel to abandon adding the customer as a loyalty member.

a. If details have not been entered in one or more mandatory fields, this Notification prompt is displayed:

b.  Press OK to return to the Add Member window.

c. Enter details in all mandatory fields marked by an asterisk, then press [Enter].

The card is then activated (if applicable), and the Loyalty member is created.

The customer’s new Loyalty details are shown on the till.5. Give the Loyalty card to the customer, if applicable.

6. Continue with the sale.

Note Loyalty members with virtual cards will need to added to future sales using the Look up Loyalty member's details workflow.