The BayIQ terminal window is used to make adjustments to rewards customer accounts that cannot be made within your point of sale. Some common uses are:
- Adjusting customer points
- Merging customer rewards accounts
- Updating customer profile - email, address, or phone number
- Updating communication preference - email or text
- Updating customer type - retail, fleet, or military
- Deactivating a rewards customer
- Voiding a rewards transaction
- Reviewing account history
- Removing vehicles
- Viewing rewards, bonuses, and promotions available to a customer
- Accessing customer circle page
- Creating rewards certificates (For One-Way integrated point of sale systems only)
Access the Terminal
Select Shop Tools, then Terminal from the top menu bar in your dashboard.
The terminal will open a separate window. The terminal window will stay open, even if you close the dashboard window. To locate a customer, search by rewards card number, email address, phone number, or last name. Select Go!
Create Transaction Page
Select the Customer Info icon to view and edit customer information. This is where you will update customer contact information, birthday, communication preference (email or text), merge customers, customer type, and access the circle page.
Select the spreadsheet icon to access Account History. Here you’ll find all transactions, void a rewards transaction, and view manual point adjustments.
Select the X icon to view a customer’s vehicles. Then select deactivate to remove them from the rewards account.
Select the arrows icon to manually add or remove points from a rewards account. Learn how to adjust rewards points here.
Select the + icon to add Circle Members (family members) to a rewards account.
If you are using a one-way integrated point of sale system, you will use the terminal to redeem bonuses and rewards points.
Note: BayIQ customers using fully integrated point of sales systems will not see the option to create certificates within the BayIQ terminal. This process is only for one-way integrations
To redeem a bonus, select the green down arrow followed by the bubble next to the bonus you’d like to redeem. Then, select Create Bonus Certificate.
Once you’ve created a bonus certificate, the certificate will display on the right hand side under Available Certificates. Select Undo if the certificate was created in error. The certificate will remain available for 7 days after creation.
Redeem Rewards Points
To redeem customer rewards points with a one-way integrated point of sale, select the green down arrow next to Points. Next, enter the exact amount of points the customer would like to redeem and select Create Points Certificate.
If the points certificate is created for an incorrect amount, click undo under the available certificates on the right hand side.
Customers of shops using one-way integrated point of sale systems are able to create their own bonus and point certificates in their customer portal. In the event a customer creates a bonus certificate by accident, select undo to add the bonus back to their account. If the customer creates a point certificate by accident or for the wrong amount, select undo and then recreate the points certificate for the correct amount.
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.