Turn Service Stumbles into Guaranteed Repeat Visits
Customer Credits are the modern, digital evolution of the traditional restaurant "comp." While a standard discount only helps a guest in the moment, Customer Credits allow you to add a dollar value directly to a customer profile for their next visit. It is the ultimate "return trip hook"—turning a service recovery or a VIP gesture into a guaranteed second chance to impress.
In this article:
- Why use Customer Credits
- Add or adjust a credit
- Redeeming credits on an order
- Frequently asked questions
Why use Customer Credits?
Whether you are resolving an issue after a guest has already left the building or proactively delighting a regular with a special treat, you can effortlessly issue funds directly within your POS. With Customer Credits, you can encourage your guests to return and spend their balance on their next favorite meal, ensuring their last experience isn't their final one.
The Post-Experience Solution: Ideal for when a guest has already paid or departed. Instead of a messy refund, issue a credit to invite them back for a better experience on you.
Proactive Delight: Perfect for VIP treatment. You can surprise a guest with a credit at any time, even without an active order in front of you.
Secure and Trackable: Say goodbye to handwritten vouchers or "free meal" business cards. Credits are digitally tied to the guest's profile, meaning they can’t be lost or forged, and you get full visibility into your redemption rates.
Add or adjust a credit
Open the Customer Profile and locate Customer Credit under the Customer History section.
Select +/- Credit button to open the Customer Credits page.
Choose a Credit Reason (required).
Enter the Credit Amount and select Apply.
A confirmation pop-up will appear - select Yes to finalize.
The approved credit will then be displayed in the customer profile.
Upon exiting the profile, the credit balance will remain visible on the order screen.
Follow the same steps to adjust the credit balance at any time.
Redeeming credits on an order
Select an item on the order and select the Collect button.
If a Customer Credit exists, a pop-up will appear asking if you want to apply available credits.
Selecting Yes automatically applies the credit toward the order total.
Frequently asked questions
What happens if the Customer Credit exceeds the total order amount?
The order will be fully paid, and the remaining balance stays on the customer’s profile.
What happens if the Customer Credit is less than the total order amount?
The credit will partially pay the order, and the remaining balance must be paid using another payment method.
Can Customer Credits be applied to online orders?
No. Customer credits are managed directly through the POS and are not applicable to customer profiles online.
Can I add a Customer Credit to any customer profile?
Yes, as long as you have a phone number attached to the Customer Profile.
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