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Loyalty Cards

Overview

The Loyalty Cards feature lets your team manage guest loyalty accounts directly from the POS. Staff can look up members, create new loyalty card accounts, and redeem loyalty card balances as payment on checks. Loyalty members can be searched by name, phone, email, or card number.

Prerequisites

  • The Loyalty Cards payment method must be configured in back office under Settings → Payments.
  • For card swipe, a card reader must be connected and assigned to this POS tablet.
  • Your staff role must have permission to access Gift Cards & Loyalty in Settings.

Viewing Loyalty Members

  1. Tap the Menu (≡) icon and go to Settings → Gift Cards & Loyalty → Loyalty Members.
  2. The Loyalty Members screen shows a searchable list of all loyalty card accounts.
  3. Use the search field to filter by name, phone, email, or card number.
  4. To find a member by card:
    • Tap Use Camera to scan the card's barcode using the iPad camera.
    • Tap Use Scanner to use an attached barcode scanner.
  5. Tap Add New to create a new loyalty card account.

Creating a New Loyalty Card Account

  1. From the Loyalty Members list, tap Add New.
  2. The new member form opens. Fill in:
FieldWhat to enter
First NameGuest's first name
Last NameGuest's last name
PhoneGuest's phone number
EmailGuest's email address
BirthdayGuest's birthday (optional)
Assign loyalty card to new memberToggle this on to assign a card to the account at creation
  1. Tap Submit to save the new member.

Redeeming a Loyalty Card as Payment

Loyalty card redemption occurs at the payment screen on a check.

  1. Open the check and tap Pay.
  2. On the payment screen, tap the Loyalty Card button.
  3. Swipe the card on the card reader, or enter the loyalty card number manually (if entering loyalty cards by number is enabled in back office).
  4. The system checks the available balance and applies it to the check.
  5. If the loyalty card balance does not cover the full check amount, the remaining balance stays open for a second payment method.

Note: Tips cannot be added to loyalty card payments.

Loyalty Card Conversion

If your location is migrating from a legacy loyalty card system to the current Katalyst format:

  1. Go to Settings → Gift Cards & Loyalty → Loyalty Card Conversion.
  2. Follow the on-screen steps to scan or swipe the old card and assign a new card.

Troubleshooting

Loyalty Card button is not appearing on the payment screen

  • Confirm the Loyalty Cards payment method is configured under Settings → Payments → Payment Processing Overview in back office.
  • Check the Revenue Centers field on the loyalty card method — if restricted, it may not appear at this station.
  • Staff should log out and back in to pick up updated payment settings.

Member is not appearing in the search

Try searching by a different field (phone or card number instead of name). If the account does not exist yet, tap Add New to create it.

Loyalty card swipe is not registering

Confirm the card reader is powered on and assigned as the Default Payment Device for this tablet. Also confirm Allow card swiping is enabled for Loyalty Cards in back office.