Customer Tracking & Loyalty

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Customer Loyalty

Customer loyalty tracking in Servio is an amazing feature used to give your loyal customers a reward point system for being a customer as well as a great way to drum up business. With this feature, you can customize what customers can receive with the points they accumulate.

Add Customers

To view and create customers, click on the menu icon from the home screen → Select ‘Customers’. The customer list will be displayed.

  • To add a new customer, click on the ‘add customer sign’ at the bottom of the screen.

  • Enter the customer details in the field provided.

  • Click ‘Add customer’.

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Details

Customer details capture important information about customers for various purposes, including personalized marketing, loyalty programs, and customer relationship management. Here's a description of the customer details fields:

Customer Number*: A unique identifier assigned to each customer in the system for easy reference and tracking.

First Name*: The customer's given or first name.

Last Name: The customer's family or last name.

Email: The customer's email address, is used for communication, order confirmations, and sending digital receipts.

Mobile: The customer's mobile or cellphone number, used for SMS/text message communication or marketing.

Address: The customer's street address, typically used for contact purposes.

City: The city where the customer resides.

State: The state or province where the customer resides.

Country: The country where the customer resides.

Zip/Postal Code: The postal code or ZIP code associated with the customer's address.

Date of Birth: The customer's date of birth, is often collected for age verification, personalized promotions, or birthday rewards.

Enrolled for Loyalty: Indicates whether the customer is enrolled in the store's loyalty program or rewards system. The Toggle button ON/OFF will enable/disable this function.

Enable SMS Marketing: Indicates whether the customer has consented to receive marketing messages or promotions via SMS/text messages. The Toggle button ON/OFF will enable/disable this function.

These customer details help businesses better understand the customers, tailor marketing campaigns, provide personalized experiences, and build long-term relationships. By collecting and utilizing this information, businesses can enhance customer satisfaction, target specific customer segments, and drive customer loyalty and retention.

Note: When adding a customer, you can customize their customer number we recommend maybe their phone number for easy entry and easy for the customer to remember.

How To Search For Customers

From your transaction screen, click on the “add person” icon

From the right-hand corner, click on the “search” icon. All the customers already saved will be listed.

Note: You will be able to search/look up a customer you want to add to the order by entering the information you saved for them.

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Add Customer to Order ( How to Add points to Customer )

In order to Track/ Add points to a customer, you must add them to the order before checking out.

Once You Create a Customer, Search for the one you want to add to the order. Just click on their name and it will add them to the order to track points     

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Updating/Changing Or Removing Customer From order 

Just click the Current customer's name in the top right corner of the screen in the transaction cart screen 

And simply click the option you which to complete 

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