From time to time you may need to change the Customer Type of a rewards customer in your system. Most of the BayIQ point-of-sale shop management system integrations default customer types to retail at the counter (see more about integrations here), and can be changed to either Fleet or Military during the registration process.
Note: When a customer's Customer Type is changed, their points dollar value will reflect the conversion rate for their NEW Customer Type moving forward.
For example, your shop has a retail rate of 3% and a fleet rate of 0%. Your customer Alex Harvey has 100 points as a retail customer worth $3. When Alex's Customer Type is updated Fleet customer, they will now have 100 points worth $0.
To edit a Rewards Customer Type, follow the steps below.
Log into your BayIQ dashboard and select Customers along the top navigation bar. Next, select Terminal.
Select your Store to search for your Rewards Customer. The search results will show customers from all stores if your user has access to more than one.
Use the search bar to search for the customer by rewards card number, email, phone number, or last name. Then select Go! to search.
Select your customer by clicking the customer's Email Address in your search results. If your search returns only one result, you'll be sent directly to the customer's Rewards Profile.
Select the first icon, Customer Info.
Next, use the drop down menu to change the Customer Type.
Select Save Changes at the bottom of the window when finished.
If you have any additional questions, reach out to our Support Team by clicking Submit a Request in the top right hand corner of this page.