Issuing a card to a customer
Give a specific customer a reward card, on the level you choose.
Available while the Instant Reward Card service is active. Define your reward levels first — the dialog asks you to pick one.
1. Open the dialog
On Cards, press Add Card.
2. Identify the customer
Enter their nickname. The field mentions a mobile number, but the lookup is by nickname — a phone number is rejected with “client does not exist”.
3. Set the period
Choose a period, such as This month. The start and end dates fill in for you.
4. Choose a level
Pick one of your reward levels. The card will not save without one.
5. Keep it on this level (optional)
If at least one of your levels has a Spent more than or Spent up to amount, a Keep on this level switch appears under the levels. Turn it on and the card stays on the level you chose: it will not move up automatically as the customer spends.
6. Add the card
Press Add Card. It appears in the list, active, with its start and end dates. A card kept on its level shows a lock next to its status.