We’re creating QR codes containing a UUID for a customer’s reference ID for our users to allow their customers to check-in when in-store.
If a customer is not enrolled in the loyalty program then we use the api to create a loyalty account with their phone number and add the reference ID to that customer.
If a customer then scans their QR in-store it adds them to the order and says 'Customer Checked In" and we are able to redeem awards etc. However no loyalty points are awarded to that customer once they have completed the transaction and the order in the dashboard says “A New Sale Was Started Before Loyalty Check-In”.
I’ve worked out that the customers has to check-in manually once on the square register with their phone number for them to earn loyalty points in future by scanning their QR code.
Is there anything to avoid the customer from having to entre their phone number as they’ve already been enrolled in the loyalty program and added as a customer in the directory?
UK based.
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Based on the information you’ve provided, the following documentation will help answer your question:
Additional Documentation
Set up a Loyalty Program (Walkthrough 1)
Set up a Loyalty Program (Walkthrough 2)
Redeem Loyalty Points for a Discount (Walkthrough 1)
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When you create a loyalty account for a customer using the Loyalty API, it’s important to ensure that the customer’s phone number is correctly associated with their account. This is because Square uses the phone number to link the customer’s loyalty account to their transactions.
However, even if the customer is enrolled in the loyalty program and added as a customer in the directory, they still need to check-in manually at the Square register with their phone number for the first time. This is a necessary step to ensure that the customer’s loyalty account is correctly linked to their transactions and that they can earn loyalty points in the future.
Unfortunately, there’s currently no way to bypass this manual check-in process. The customer will need to enter their phone number at least once at the Square register to link their loyalty account to their transactions. After this initial check-in, they should be able to earn loyalty points by scanning their QR code. 