Gift and reward cards are a great way to build customer loyalty and keep your guests coming back. But what happens when a guest wants to check their balance or if you need to adjust it? With Toast POS, this process is quick and seamless. Here’s a step-by-step guide to ensure your staff can confidently handle these requests.
Step 1: Access the Toast POS System
First, make sure you’re logged into the Toast POS system. From the home screen, navigate to the “Gift Cards” or “Loyalty” section, depending on the type of card you’re handling.
Step 2: Scan or Enter the Card Information
For physical cards, simply swipe the card through the card reader. If the guest has a digital card, you can manually enter the card number into the system. Alternatively, you can scan a QR code if one is provided.
Step 3: Check the Card Balance
Once the card is recognized, the balance will automatically display on the screen. This allows you to quickly inform the guest of their remaining balance or any rewards they have available.
Step 4: Adjust the Card Balance (If Necessary)
If the guest has an issue with their balance or you need to adjust it for any reason (e.g., refunding a portion of a purchase back onto the card), select the “Adjust Balance” option. You can then increase or decrease the balance by entering the specific amount.
Step 5: Confirm and Save Changes
After adjusting the balance, always double-check the new amount with the guest. Once confirmed, save the changes by selecting “Save” or “Apply.” The system will update the card balance immediately.
Step 6: Print or Email a Receipt (Optional)
Toast POS allows you to print or email a receipt showing the updated balance. Offer this to the guest as a confirmation of the transaction.
Tips for Effective Gift/Reward Card Management
- Train Staff Regularly: Ensure all team members are comfortable with the process. Regular training sessions can help keep everyone up to speed.
- Keep Cards Accessible: Make sure that physical cards are easy to locate and that digital card information is stored securely.
- Offer Assistance: Always offer to check or adjust a card balance proactively, especially when guests are unsure of their remaining amount.
By mastering these steps, your team can enhance the customer experience, ensuring guests feel valued and confident in using their gift or reward cards at your establishment.
