Stamp a customer at the counter

The Stamp screen is where your team records visits and gives rewards. Open it with the "Stamp a customer" button at the top of the app, or from the Home page. It has two tabs, Scan and Search, and a third one, "To validate", for the owner.

1. Open the Stamp screen on the till device or on a phone.
2. On the Scan tab, frame the QR code on the customer's Apple or Google Wallet card: it scans by itself.
3. No camera, or a flat phone? Type their full phone number or their e-mail in the field, or use the Search tab and type the start of their name (two letters are enough).
4. The customer's sheet appears with their visits and progress.
5. Choose how many stamps to add with "One less" and "One more" (up to the limit you set), then tap "Add stamps".
6. When the reward is reached, a "Reward ready" message appears: tap "Give a reward" and pick the reward. A gift with a deadline is handed over with "Use".
7. Wrong entry? Tap "Undo" (followed by the number of stamps) right after the entry. Otherwise "Next customer" moves on.

On a points card, the team enters the amount the customer paid instead, and Fidz works out the points (rounded down).

Depending on your access

• In Search, the last four digits of the phone number are enough if your access includes Customers. A Cashier account searches by name and only sees the last four digits of the number (•••• 1234).
• "Adjust manually", under the customer's sheet, corrects a balance. You need access to Customers and must pick a reason, which stays in the customer's history with your name.
• Daily or weekly limit reached, or customer stamped a moment ago: the screen offers "Ask for validation". The entry then waits for the owner's approval.
• The "To validate" tab is for the owner only: that is where waiting entries are approved or rejected.

No connection? Keep stamping: scans are kept on the device and sent as soon as the network is back. Keep the page open. Giving a reward, however, needs a connection.

A Cashier account lands directly on this screen when it signs in and sees nothing else, which suits a shared counter phone. Several employees on that phone? See the article "Several employees on one phone".