Add a Loyalty Customer to a Sale with One Scan
How to attach a loyalty customer to an AskBiz POS sale in under 5 seconds using phone number lookup or loyalty card scan — so no points are ever missed.
Key Takeaways
- Loyalty customers can be attached to a sale by phone number search or loyalty card scan — both take under 5 seconds.
- Train cashiers to ask 'Do you have a loyalty card?' at the start of every sale, not at the end.
- Points are only awarded if the customer is attached before the sale is finalised — not retroactively.
- Check Operations > Loyalty to see total points issued, redeemed, and your best-earning customers.
Why fast loyalty lookup matters
A loyalty programme only works if points are recorded consistently. If attaching a loyalty customer takes 15–20 seconds, cashiers skip it when the queue builds. AskBiz makes loyalty lookup a 3-second action — phone number or card scan at the start of the transaction — so it becomes automatic behaviour rather than an afterthought.
Method 1 — Phone number lookup (fastest for walk-in customers)
At the start of a sale at pos.askbiz.co, tap the customer icon or 'Add customer' field before adding any products. Type the customer's phone number — AskBiz searches the Customers database and shows the matching loyalty account in under a second. Tap the name to attach. The customer's points balance and tier appear at the top of the sale screen. This method works even if the customer forgot their loyalty card.
Method 2 — Loyalty card scan (fastest for regular customers)
If your loyalty programme uses physical cards with barcodes or QR codes, scan the card at the till at the start of the sale — the same way you'd scan a product. AskBiz reads the loyalty card barcode and attaches the customer account automatically. This is the fastest method for regular customers who always carry their card. Set up loyalty card barcodes in Operations > Loyalty > Card management.
Free — no card needed
See this in action for your business
AskBiz tracks these metrics automatically — just connect your data and start asking questions.
Start for free →The golden rule — ask at the start, not the end
Train cashiers with one rule: 'Do you have a loyalty card?' is the first thing said at the till, not the last. If the question is asked after payment is processed, points can't be awarded retroactively in most cases. Building the loyalty check into the greeting — 'Hi, do you have a loyalty card with us?' — means it happens before any scanning begins. This simple script change increases loyalty capture rates from 40% to 80–90% within a week.
Checking and redeeming loyalty points
When a loyalty customer is attached to a sale, their points balance shows on screen. If they have enough points to redeem, a 'Redeem points' option appears at the payment screen. The customer can redeem points as a discount on the current sale. The transaction records both the points earned from today's purchase and any points redeemed. Go to Operations > Loyalty to see total points in circulation and your highest-value loyalty customers.
Monitoring your loyalty programme performance
Go to Operations > Loyalty to see the programme overview — points issued, points redeemed, redemption rate, and customer tier breakdown. A healthy loyalty programme has a redemption rate of 30–50% — if it's lower, customers aren't finding the points valuable. If it's higher, check that your points-to-reward ratio is financially sustainable. Review these metrics monthly alongside your Promotions report to understand the total cost of customer incentives.