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TouchBistro Loyalty – Loyalty Testing

Introduction

Before you launch your loyalty program, it is necessary to test all aspects of your program by running through any action a guest would take to confirm everything is fully set up.

Before You Begin

Be sure you’ve created a testing loyalty account and you have added enough points to your account to test.

1. From your loyalty dashboard, click Add/Remove Loyalty Points/Items. Enter the phone or email of a testing account you created via the TouchBistro POS.

2. Click Add/Remove Points.

3. Enter a sufficient number of points. Leave a note that this is a test account and you’re adding points for testing purposes.

Test A Spend-Based Loyalty Program

1. Add some items to a TouchBistro POS order.

2. From the TouchBistro POS checkout screen tap Loyalty and then enter the phone number or email of your test account.

3. Note the point balance before the transaction.

4. You should tap Add Note and document this as a test transaction. As you do test transactions you’re going to be refunding them If you are ever audited and the auditor requires supporting documentation for these transaction, they are already documented by your note.

5. Close the order to Cash.

6. Wait a few minutes and then check the point balance of your test account. Did the test account’s point balance increase by the expected amount?

If you have any spend-based loyalty blocks set up for specific days or times of day (example: Double Late Night points from 9pm-11pm on weekdays), be sure to test connecting to a check at this time to confirm you are receiving the correct number of points.

Earn Item-Based Loyalty Program

1. Add enough items to a TouchBistro POS order so the test account will qualify for an item-based reward. For example, if your item-based loyalty program gives a free coffee after six coffees are purchased, add the qualifying coffee items.

2. Proceed to the Checkout screen and tap Add Note and document this as a test transaction.

3. From the TouchBistro POS checkout screen tap Loyalty and then enter the phone number or email of your test account.

4. Close the order to Cash.

5. Wait a few minutes. Start a new order and add the desired reward, for example a coffee awarded after the purchase of six previous coffees.

6. From the TouchBistro POS checkout screen tap Loyalty and then enter the phone number or email of your test account.

7. Tap Redeem Rewards.

8. Confirm the reward is offered. You can void this transaction instead of closing it to cash.

If you have limits set such as number of times each item can be claimed or number of items that can be claimed in day, confirm that those items are being claimed correctly.

Redeem Rewards

1. Add items to a TouchBistro POS order that qualifies for a reward. For example, you have a reward that lets a customer spend 100 points to get a 100% discount on a dessert. We also have one that lets a customer get 50% off a check for spending 100 points. Proceed to the Checkout screen.

2. Tap Add Note and document this as a test transaction.

3. From the TouchBistro POS checkout screen tap Loyalty and then enter the phone number or email of your test account.

4. Tap Redeem Rewards.

5. Verify the reward is offered. Verify, as well, other rewards are not being unintentionally triggered. Ensure they are a light grey indicating they are not available.

6. You can void this transaction instead of closing it to cash.

If you have rewards set up with prohibited items or any time restrictions, be sure to test these as well to confirm.

Refunding Your Test Transactions

After completing your testing, you may have some closed bills associated with your test transactions. These will be treated like sales unless you refund them. To do this:

1. From your floor plan, tap Orders.

2. Tap the bill you wish to refund and tap the More button. Tap Refund Sale.

3. Tap Full Refund.

4. Tap Cash Refund.

5. Close the bill.

6. You are returned to the Closed Bills tab. Your refunded negative sales invoice is moved to Closed Bills. The negative refund invoice balances out the sales.

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Customer Support

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