Member & Loyalty

Add Member to Order

⭐ Add Member to Order Add Member / Customer to Order 📝 Steps 1. Open the order 2. Tap the Contacts icon in the header (next to pax) 3. In the Customer dialog, search by phone or name 4. Select the customer 💡 Tip: There is no control labeled Member on the order bar. The dialog title is Customer. Points / member price may apply after attach depending on loyalty and product settings. 🎬 Video Guide Watch Demo Video

Member Points: Earning & Redemption

⭐ Member Points: Earning & Redemption Manage your loyalty program with automatic point earning and product-based redemption. 📈 Earning Points - Automatic: every paid order earns points based on your outlet's Reward Point Rate (e.g. 1.0 = 1 point per dollar spent) - Bonus: any product with an Add Point value awards that many extra points whenever it is purchased — see Product Loyalty, Credit & Exemption Settings - Configure the rate in SETTINGS → General Settings → Loyalty Program - Members see Earned Points and Rewarded Points on the receipt after each transaction 🎁 Redeeming Points & Balance There is no Top-up or Use Points control at checkout. Points and stored balance only move through specific products: - To redeem points, add a product configured with a Minus Point value to the order; checkout is blocked with "Customer has insufficient points for this order" if the member does not have enough - To top up a member's stored balance, sell a product configured with Add Credit — see Sell a Top-up Product - To pay with a member's stored balance, use the Balance payment method in the Pay panel — see Pay with Member Stored Credit 💡 Tip: Reward Point Rate and Reward Credit Rate are both set together in SETTINGS → General Settings → Loyalty Program. 🎬 Video Guides - ▶️ Member Points - ▶️ Top-up & Redeem

Member Balance Lookup

⭐ Member Balance Lookup Follow these steps — it only takes a minute. 📝 Steps 1. Open CRM from the main menu (not “Members”) 2. Search by phone or customer name 3. Open the profile to view Balance and Points 4. Use the Transaction tab for history 💡 Tip: You can also search from the order Contacts → Customer dialog. There is no separate HYY partner module in the app. 🎬 Video Guide Watch Demo Video

Void & Duplicate + Customer Balance

⭐ Void & Duplicate + Customer Balance Standard POSX flows (not a separate HYY partner module in the app): Void a paid invoice and clone it 1. Go to Management → Invoices 2. Open a Paid invoice → More → Void & Duplicate 3. Confirm with a void reason 4. Edit and re-pay the new open order if needed Top up customer balance 1. Sell a product configured with Add Credit (stored-value top-up) 2. Complete Pay — balance is added to the linked customer Pay with balance 1. Attach a customer to the order (Contacts) 2. At payment, choose Balance 3. Confirm the amount to deduct 💡 Tip: CRM transaction history is mainly for viewing/printing receipts. Void/copy actions are on Invoices, not as HYY-only tools. 🎬 Video Guide Watch Demo Video

Create a New Customer / Member

👤 Create a New Customer / Member Register a new member from CRM or from the POS customer dialog so you can attach them to an order, store a unique phone number, and keep loyalty history. 📝 Steps 1. Open CRM in the left sidebar. If CRM Integration appears first, connect WYO CRM before you continue. 2. Tap New Customer at the bottom of the list — or the same button on the empty right pane under Create a new customer. 3. In the New Customer dialog, enter Phone (required). The country picker defaults to Singapore +65; you can switch it (Singapore, China, and Malaysia are listed first). 4. Optionally fill Name, Email, and Birthday (each marked Optional). Leave Email blank if you do not have one — a filled email must be a valid address or you will see Please enter a valid email address. 5. Tap the green check to save. You should see Save Success. If that phone is already used, you will see Customer with this phone number already exists. 6. To create during a sale: on POS, open the order and tap the contacts icon in the ticket header. The Customer dialog opens. 7. Search by phone or name, then tap New Customer. If search shows Not Found, tap + Create a new one. Digits you typed in search are copied into Phone. 8. Save with the green check. The new member is selected onto the current order automatically. 💡 Tip: Phone is required and unique. Saving without a number shows Please enter phone number. A staff role without CRM Add Customer will not open the form — the button does nothing. 🎬 Video Guide Watch Demo Video

Use the CRM Screen

📇 Use the CRM Screen Find a member, read their profile (balance, points, visits), and review POSX transactions tagged This Shop or Other Shop. 📝 Steps 1. Open CRM in the left sidebar. The left column is the member list; the right pane is empty until you select someone. 2. Type in the search box (Phone Number , Customer Name, etc..). Matching cards appear; no match shows Not Found. Use the up / down arrows to page (10 members per page). 3. Each card shows Name, Email, and Phone. Tap a card to select it (purple border). Tap the same card again to deselect. 4. On the right, the Profile tab opens under Information. Review Portrait, Name, Phone Number, Email, Birthday, Address, Balance, Points, Visit Times, Total Spending, ID, and Registration Date. 5. Switch to the Transaction tab. Columns are Shop, ReceiptNo, Total, Tags, Datetime, plus Action. 6. Shop is This Shop (this store) or Other Shop (another store on the same CRM account). Tags can show Void, + credit, - credit, + point, or - point. Voided rows have a strike-through. 7. On a This Shop row, tap the printer icon to reprint the receipt, or the eye icon to open View Receipt. Both actions stay disabled on Other Shop. Scroll the list to load more; an empty history shows No Data. 💡 Tip: View and reprint only work for This Shop rows — the receipt must exist on this POS. Other tabs on the member (Note, Coupon) are for editing notes or listing coupons; do not rely on Purchase for history. 🎬 Video Guide Watch Demo Video

Edit or Delete a Customer

✏️ Edit or Delete a Customer Update a member’s name or birthday, save a note, or delete the profile after a confirm prompt — only if the staff role allows it. 📝 Steps 1. Open CRM, search or scroll, and tap the member card so the profile opens on the right. 2. Tap the purple edit icon (top right of the name). The Edit Customer dialog opens. 3. Change Name or Birthday. Phone cannot be changed after create. Email is locked if a value is already stored. 4. Tap the green check. You should see Save Success. 5. To keep a remark, open the Note tab, type in Leave Note Here, then tap Save Note. 6. To remove the member, tap the red Delete bar at the bottom. Confirm Do you want to delete this customer? with Confirm, or Cancel to keep them. 7. After delete you should see Delete Successfully, and the list refreshes with no one selected. 8. If edit or delete does nothing, a manager must open MANAGEMENT → System Setup → Role Management and enable CRM Edit Customer / CRM Delete Customer on that staff role (and CRM Add Customer if they also create members). The role also needs the CRM route to see the sidebar. 💡 Tip: Phone stays unique and read-only on edit — you cannot “fix” a duplicate by changing the number later. Create the correct phone as a new member instead. Staff without the matching permission get no error; the control simply does not run. 🎬 Video Guide Watch Demo Video

Pay with Member Stored Credit

💳 Pay with Member Stored Credit Use a member’s stored credit at checkout — full or partial — and see the deduction on the receipt. 📝 Steps 1. On POS, open the table and attach a member (customer icon at the top of the order). Balance only appears after a member is on the order. 2. Ring the items, then tap Pay. 3. If the member has unused coupons, the Coupon dialog opens first. Close or apply it — the Balance dialog then opens automatically when the member has stored credit. 4. Review Customer Balance, Amount Due, and Balance Use. The amount defaults to the smaller of the two (you cannot use more than the member has, or more than is due). 5. Leave the default for a full deduction, or type a smaller amount on the keypad for a partial payment. Tap Confirm. 6. Settle any remaining Amount Due with another payment method. The receipt shows Deducted Credit and the updated Credit Balance. 💡 Tip: On a top-up order (a product with Add Credit), the Balance dialog does not auto-open — do not take stored credit to pay for a top-up. If Disable Member Price on Credit Payment is on under SETTINGS → Loyalty Program, opening Balance reverts member prices to the original price; if you close without confirming a credit amount, member pricing is restored. 🎬 Video Guide Watch Demo Video

Sell a Top-up Product

💵 Sell a Top-up Product Sell a product that adds stored credit to the member, and confirm the Top Up line on the receipt. 📝 Steps 1. In MANAGEMENT → Product, tap + to Create New Item, or open an existing item (Edit Item). 2. Set Add Credit to the stored-credit amount this product should add (for example 50 for a $50 top-up). Fill in Name, Category, and Price, then save. 3. On POS, add that product to the order. Attach a member with the customer icon at the top of the order. 4. Tap Pay. If no member is selected, checkout is blocked: Order contains credit/point items, please select a customer first. 5. Take payment for the top-up with cash, card, or another tender. Coupon and Balance do not auto-open on a top-up order. 6. Check the receipt: Top Up shows the credit added, and Credit Balance is the member’s new stored-credit total. 💡 Tip: Add Credit is the amount loaded onto the member, which can differ from the product Price (the amount you charge). Always attach the member before Pay — otherwise the credit has nowhere to go. 🎬 Video Guide Watch Demo Video

Apply Member Price Tiers on the POS

🏷️ Apply Member Price Tiers on the POS Switch an order to member pricing when you attach a member — or let the POS apply it silently — and revert when you remove the member. 📝 Steps 1. In SETTINGS → Loyalty Program, turn on Enable Price Tiers. (See Loyalty Program Configuration for the other loyalty toggles.) 2. In MANAGEMENT → Product, open the item and tap Pricings Tier. Add a pricing with Lookup Keys member_price and the member Amount. Save the item. 3. On POS, attach a member with the customer icon. The prompt Would you like to switch to member pricing? appears. 4. Tap Confirm to rewrite line prices that have a member_price tier. Tap Cancel to keep the current prices. 5. To skip the prompt next time, turn on Auto Apply Member Price in SETTINGS → Loyalty Program. Member prices then apply as soon as you attach a member. 6. Remove the member (deselect in the Customer list) to restore the original prices. Only items that actually have a member-price tier change; others stay on their listed price. 💡 Tip: If the table’s Price Tier is set, that table tier is used instead of the default member price when you attach a member. Combo child lines are not repriced. If Disable Member Price on Credit Payment is on, paying with Balance reverts member prices for that checkout. 🎬 Video Guide Watch Demo Video