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Overview

The Loyalty Accounts page is only accessible by users with Admin or Loyalty Account privileges.  This page is used to add, edit, and delete Loyalty customer accounts.  The functions on this page are designed for FasCard users and employees.  Loyalty users may also access and edit their account information by logging into their account via mobile device.

On this Page

Managing Loyalty Accounts

Navigating to the Loyalty Accounts page under the Loyalty Tab will display an alphabetical list of Loyalty Accounts present in the system.  Clicking anywhere on a user row will display the user details in the user details section of the page.  Clicking the Add New button allows a new Loyalty Account to be added.  

The Loyalty URL link (upper right of image shown above) is only visible when a "Join Loyalty Program" coupon is active. See FasCard Loyalty Site - Coupons for more information.


Loyalty Account Details

Once a Loyalty Account is selected or Add New is clicked, details for the account will be displayed.  Account details are further broken down by section, below.

  • Customers can link their loyalty accounts to multiple locations, allowing ease of access when utilizing different stores and locations. This also allows FasCard Loyalty Cards to be used at multiple locations. Balances and other store account information do not transfer between accounts.

  • The 'Cards' column displays the first card number associated with the account and denotes the number of additional loyalty cards associated with the account.

Account Info

ACCOUNT INFO SECTION

The account info section displays basic contact information for a selected user.

FIELD

DESCRIPTION

IMAGE

Name 

The name of the selected user.

Address 1

 User's registered address.

Address 2

User's registered address.

City

User's registered city.

State

User's registered state.

Zip

User's registered zip code.

Email

The registered user's email address.  This is also the user ID for logging into the Loyalty website.

Phone 

The registered phone number of the selected user.

Language 

This is the chosen customer language that will appear on the FasCard readers (subject to firmware availability).

Group

The loyalty group associated with the selected account.

User Discount

This field allows a discount to be manually assigned to the loyalty account. 

Total Discount

The discount amount the Loyalty account holder will receive off of participating equipment (See Pricing / Features on how to set participating equipment).

Email when cycle nears completion

Check box that allows customer to receive email indicating machine cycle is 90% complete.

Disable Account

Check box that allows account to be disabled.

NotesFree form text area, notes are only viewable to users with access to this page

Save

This button saves changes to the Account Info section when clicked.

RemoveThis button removes all personal information for the user, balances on loyalty cards will still be available but all account activity will be anonymous 

Cancel

This button cancels changes to the Account Info section when clicked.

Account Details

ACCOUNT DETAILS SECTION

The account details section displays account balance information.

FIELD

DESCRIPTION

IMAGE

Account Created

This indicates the date and time that the master account was created.

Account Linked

This indicates the date and time that the loyalty account was linked to the store account.

Account Balance

The value that the user has added to the account either by credit card or over the counter via Add Value feature.  This information can only be edited by a user account with Admin permissions.

Account Bonus

The current bonus value the user has on the account.  Bonus can be earned through one of the loyalty programs, configured on the Loyalty Settings page.  This information can only be edited by a user account with Admin permissions.

Loyalty Points

The current total of points the user has on the account.  Point can be earned through the loyalty point program, configured on the Loyalty Settings page.  This information can only be edited by a user account with Admin permissions.

Free Dry Credits

The number of free dry credits the account has (see Pricing / Features on how to set participating equipment).  This information can only be edited by a user account with Admin permissions.

Available Credit

The sum of Account Balance and Account Bonus the user has on the account.

Choose Packages

A listing of purchase packages that may allow a user to earn a bonus on their account if they purchase stated amount.  Packages are configured from the Loyalty Settings page.  Packages can be selected by clicking them.

Enter Custom Amount

Entering a value and clicking 'Purchase' will update the user's account with said value along with any applicable bonus.  Adding value to an account assumes that the user has accepted payment outside of FasCard (ie, Cash, Coupon).  Value added to an account is logged and viewable from the Loyalty Cash Report.

Location

The location will be mapped to the purchase, allowing the Loyalty Cash report to filter cash transactions to be viewed by specific locations.

  • The location drop down list will only display the locations accessible by the user currently logged in.

  • The Locations will be listed in alphabetical order. 

  • If the user has previously selected a location at a given workstation, that location will be remembered.  

  • If the user has not used the workstation then the location selected by the previous user will be selected.  The user may change the location at any time.

Email when cycle nears completion

When users start equipment that allows email notifications, the user will receive an email notification when cycle is at 90% of completion (if checked). 

Adjust Credit

This button saves changes to the Account Details section when clicked.  It is only available to users accounts with Admin permissions.

Choose Package

This section allows users with the requisite privileges to add value to an account on the behalf of the customer.  To add value to an account using this function, follow the steps listed below.

  1. Select a package or enter a custom dollar value in the appropriate field.

  2. Select the appropriate location from the dropdown menu. 

  3. Click Purchase.

  4. Value will be added to the customer account, including configured bonus amount.

Cards

The cards section displays the cards that have been associated with the account.  An account may have multiple cards associated with it.

ADD A NEW CARD

When you click "Add New Card", the below fields will appear and need to be completed.  Follow the steps in the 'Edit a Loyalty Account' section, below.  

FIELDDESCRIPTIONIMAGE
NumberA 9 - 12 digit number, generally printed on the front or back of the card.

PINA 3 digit number, generally printed on the front or back of the card.
DELETE A CARD

When you select a card by clicking its card number row, the 'Delete Card' option becomes available. Once the 'Delete Card' option is used, the card number selected is removed from the Loyalty account and would be available for reuse for dispensing or adding to a new or existing account.


Coupons

Coupon Section

This section displays any coupons that have been applied to the account utilizing the FasCard Loyalty Site.  This is strictly a historical record and nothing can be edited in this section.

FIELDDESCRIPTIONIMAGE
Name

This indicates the name of the coupon program.

CodeThis indicates the code for the applied coupon.

Auto Reload 

RELOADING OPTIONS

This section allows users with the requisite privileges to configure an automatic value reload for the selected Loyalty account.  To configure an Auto Reload, select from the following options:

  • The Auto Reload function does not process payment and serves strictly to reload the card balance.  This function is recommended primarily for subscription based services or laundry-inclusive rent packages.

  • Auto Reload may only be configured by users with Admin privileges.

OPTIONSELECTION
Monthly Reload
  • Day of Month - this is the numeric day of the month

  • Last day of month - if this is checked, the last day of the month will automatically be selected without regard to the variable number of days (30 v. 31, etc) within the month

  • Time - this is the time of day at which the balance is reloaded

Weekly Reload
  • Day of Week - this is the day of the week by name

  • Time - this is the time of day at which the balance is reloaded

Balance Reload Amountthis is the balance amount added to the Loyalty account when reloaded (balance represents cash value)
Bonus Reload Amountthis is the bonus amount added to the Loyalty account when reloaded (bonus represents promotional/non-cash value)
Zero Balance/Bonus before reloadingif checked, the new balance will be equal to the reload amount.  If left unchecked, the reload amount will be added to the existing balance

Add or Edit a Loyalty Account

Add A New Loyalty Account
  1. Navigate to the FasCard Admin site and sign in with an Admin or Loyalty Accounts user account.

  2. Click the Loyalty tab.

  3. Click the Accounts link.

  4. Click Add New.

  5. Enter the appropriate information in the Account Info section. (An email address is required to use the FasCard Loyalty Site.)

  6. Click Save.

  7. 'User Added' message appears near top of page indicating success.

  8. Enter appropriate changes in Account Details section, if applicable.

  9. Click Adjust Credit (if changed).


Edit a Loyalty Account

EDIT A LOYALTY ACCOUNT USER

Loyalty account information can be edited by searching for or selecting the desired account and altering the appropriate fields.

  • To save changes in the Account Info section, click the Save button. 

  • To save changes made in the Account Details section, click Adjust Credit.

  • A Loyalty card may be added in the Cards section by clicking Add New, entering the card number (no spaces) and PIN, then clicking Save Card.

  • Fields in the Account Details section, as well as the Disable Account feature are only available to Admin users. Admin users that edit Balance/Bonus/Points fields will not be counted in any Loyalty Cash reports.

Disable a Loyalty Account

DISABLE A LOYALTY ACCOUNT USER

Loyalty Accounts can be disabled but not deleted.  To disable a Loyalty Account, navigate to the FasCard Admin site and sign in with an Admin or Loyalty Accounts user account and follow the steps below.

  1. Click the Loyalty tab.

  2. Click the Accounts tab.

  3. Search or select the account to be disabled.

  4. Click Disable Account in the Account Info section.

  5. Click Save.

  6. A 'User information saved' message appears, indicating success.  

  7. The account will be displayed in the account list in a red, italicized font.