Navigate to Customer > Membership Agreement
View or launch the newly populated customer membership agreement form
Status = “RENEWAL”
Upon signing and accepting terms, loyalty consent prompt will populate
Customer adds phone and email
Customer consents by checking box and selecting “DONE”
If customer does not check box they will not be signed up for AIQ loyalty
Customer AIQ loyalty account created and linked with Treez
AIQ loyalty will now = “YES” on customer profile
IMPORTANT:
The customer will receive a one-time SMS from AIQ to opt-into communications upon consenting
If the customer selects no they will still be opted into loyalty but will not receive SMS
Customer can opt-in at any point directly through AIQ
Customer email communication opt-in is controlled directly in clients AIQ portal
IF this is enabled, they will be auto opted into email during Treez/AIQ signup