When Customer Agreement Form Signature is NOT Required:
Step 1: Navigate to Customer > Customer Management in Sell Treez POS.
Step 2: Locate the Customer's Profile in Treez and Select Edit.
Step 3: Add the Customer's Phone Number and Email Address.
Step 4: Toggle on the Integrated Loyalty Member Toggle and select Save.
When Customer Agreement Form Signature is Required:
Step 1: Navigate to Customer > Customer Management in Sell Treez POS.
Step 2: Locate the Customer's Profile in Treez and Select Edit.
Step 3: Select Customer Agreement to trigger the Customer Agreement Form.
Step 4: Once completed, the customer now has a Treez Loyalty Profile.
NOTE: If the customer has not yet signed the Customer Agreement form and a user selects the Loyalty SignUp Button, the user will experience this warning prompting them to trigger the signature form.
For more information, navigate to our Customer Agreement Documentation: https://support.treez.io/en/articles/9130109-selltreez-how-to-update-customer-opt-in-or-opt-out-status
Sign Up via QR Code
Customers can enroll in Treez Loyalty by scanning a QR code available in the Treez Loyalty Dashboard. Navigate to Loyalty > Treez Cards > QR Code to access and share the code.
For in-store promotion, you can copy your store QR code and incorporate it into custom marketing materials, such as a flyer displayed at the reception desk, making it easy for customers to sign up on the spot.
