Aloha Loyalty User Guide

Transcription

1 User Guide Aloha Loyalty

2 Copyright 2009, Radiant Systems, Inc. The information contained in this publication is confidential and proprietary. No part of this document may be reproduced, disclosed to others, transmitted, stored in a retrieval system, or translated into any language, in any form, by any means, without written permission of Radiant Systems, Inc. Radiant Systems, Inc. is not responsible for any technical inaccuracies or typographical errors contained in this publication. Changes are periodically made to the information herein; these changes will be incorporated in new editions of this publication. Any reference to gender in this document is not meant to be discriminatory. The software described in this document is provided under a license agreement. The software may be used or copied only in accordance with the terms of that agreement. Radiant Systems, Inc., 2009 All Rights Reserved. ALOHA is a U.S. Registered Trademark of Radiant Systems, Inc. MenuLink is a U.S. Registered Trademark of Radiant Systems, Inc.

3 Aloha Loyalty User Guide Table of Contents About Aloha Loyalty... 5 Getting Started with Aloha Loyalty... 7 Ordering your Aloha Loyalty Cards... 7 Signing Up for Aloha Loyalty Training... 7 Configuring Aloha POS to work with Aloha Loyalty... 8 Configuring your Aloha Loyalty Web Site... 8 Configuring Aloha Loyalty Configuration Wizard... 9 Creating your Card Types... 9 Creating your Bonus Plans Training your FOH Employees Available Reference Materials Managing Aloha Loyalty Using the Loyalty Member Wizard Viewing Member History Aloha Loyalty Reporting Maintaining Excitement Sample Bonus Plan Configurations Creating a Be My Guest-Based Bonus Plan Creating a Currency-Based Bonus Plan Creating an Employee Comp-Based Bonus Plan Creating a Frequency-Based Bonus Plan Creating an Items-Based Bonus Plan Creating a Lottery-Based Bonus Plan Creating a Points-Based Bonus Plan Configuring Aloha POS for Loyalty Defining Access Levels for Aloha Loyalty Setting Up Aloha Promotions and Comps for Aloha Loyalty Configuring Aloha Loyalty Settings Configuring the Member Lookup Tab Configuring the Member Profile Tab Configuring the Print/Display Tab Configuring the Rewards Tab Configuring the General Tab Advanced Bonus Plan Options Page 3

4 Configuring Bonus Plans for Aloha Loyalty Configuring the General Tab Configuring the Rewards Tab Defining your Voucher Settings Configuring the Schedule Tab Configuring the Reset Options Tab Configuring the Bonus Events Tab Using the Aloha Loyalty Member Wizard Entering a Member Profile Using Lookup Member History Exporting a Loyalty Query Using the Aloha Loyalty Card Lookup Wizard Loyalty FOH Operations Glossary Page 4 Aloha Loyalty User Guide

5 About Aloha Loyalty Aloha Loyalty User Guide is intended for anyone who uses Aloha Loyalty as an administrator, manages your customer loyalty program, and trains FOH employees to use Aloha Loyalty. This guide assumes you have the following knowledge: Basic understanding of restaurant operations terminology and concepts. Basic understanding of PCs, Microsoft Windows, and Internet Explorer. Understanding of the operation of a computer mouse and keyboard. Basic understanding of how to work with Microsoft Windows based menu structures and basic application components, such as scroll bars, buttons, drop-down lists, text boxes, radio buttons, and check boxes. What is Aloha Loyalty? Aloha Loyalty is a Web-based back-office application that tracks the buying habits of your customers in real-time via an Internet connection. Aloha Loyalty uses the sophisticated infrastructure of Aloha Insight and integrates into the Aloha POS for security and ease of use. You can select from five different types of bonus plans and offer your customer a reward using one of the four different types of rewards. Benefits of Aloha Loyalty include: Tight integration with the Aloha POS system, enabling you to reward customers in real-time. Customers receive their reward status on a guest check or voucher. Custom messages for your customers. Ease of use for your staff. Five different bonus plan types. The ability to configure stores from one location. The ability to run and schedule individual store reports and enterprise-wide reports. Access your Aloha Loyalty Web site anywhere you have an Internet connection. Safe and secure data backups done at an off-site location. The ability to integrate Aloha Loyalty and Aloha Stored Value on a single card. You must be licensed for both Aloha Loyalty and Aloha Stored Value to make a combination card. What will Aloha Loyalty do for You? You can establish a customer loyalty program to track the buying habits of your customers via the Aloha POS without interrupting your speed of service. You can create your bonus plans to focus on new menu items, or even under-performing menu items. For example, create a bonus plan that rewards the customer after they purchase five desserts by making the fifth dessert free or offer a discount on their next visit. Not only do you have the opportunity to view your customer s purchases, but the bonus plan can create add-on sales; therefore, increasing your per person average. Aloha Loyalty User Guide Page 5

6 Bonus Plans Your bonus plans are the heart of your customer loyalty program and a well thought out bonus plan structure enables you to entice customers to sign-up for your loyalty program and keep them coming back on repeated visits. Aloha Loyalty enables you to offer the following six types of bonus plans to your customers: Be My Guest-based The member receives a card with a pre-defined bonus plan reward. Currency-based The member earns plan credit for every dollar they spend. Points-based The member earns points for every dollar they spend. Items-based The member earns plan credit based on the items they purchase. Frequency-based The member earns plan credit based on the number of visits. Lottery A sweepstakes style plan in which the member never knows when they might win a reward. Aloha Loyalty enables you to create a tour style bonus plan (items-based), which is popular for around-theworld beer promotions, to bonus plans that reward the customer based on odds (lottery-based). A lotterybased bonus plan enables you to offer customers a chance to win every time they visit your store. Refer to Sample Bonus Plan Configurations for more information on configuring a bonus plan. Wizards Aloha Loyalty uses wizards to guide you through a logical progression of steps to configure stores, create card types, and configure your bonus plans. Additionally, each wizard has online Help that enables you to find information quickly. Reports Aloha Loyalty uses the reporting power of Aloha Insight to generate reports for individual stores or across the enterprise. Page 6 Aloha Loyalty User Guide

7 Getting Started with Aloha Loyalty After signing up for Aloha Loyalty, you will need to do the following: Order your Aloha Loyalty cards. Sign-up for Aloha Loyalty training. Configure Aloha POS to work with Loyalty. Configure your Aloha Loyalty Web site. Configure your Aloha Loyalty store settings. Create your Aloha Loyalty cards. Create your bonus plans. Train your FOH employees. Refer to Available Reference Materials for a list of additional resources. Ordering your Aloha Loyalty Cards Once you sign-up for Aloha Loyalty, work with your Aloha sales representative and National Business Products to order your Loyalty cards as soon as possible. For future reorders, select Hosted Solutions Group > Card Order Form to order your cards from National Business Products. You complete the information in the wizard, such as company name, address, contact information for the person ordering the cards, and the sequence numbering for your cards. There are examples and detailed instructions in the wizard for submitting custom artwork. All custom artwork must be print quality and created in one of the following programs: Quark, Photoshop, Illustrator, or Pagemaker and you must include the original file. National Business Products is on the Macintosh platform and they must be able to open the file; therefore, save your files so they are cross-platform ready. Contact National Business Products for a time estimate on card delivery. Signing Up for Aloha Loyalty Training Aloha Insight offers various training classes via the Internet that train you on how to get the most from Aloha Loyalty. If you are a new user, you can take classes on configuring Aloha Loyalty and configuring Aloha Loyalty bonus plans. Consult your Aloha Loyalty Web site for class descriptions and a schedule of classes. All you need to participate is an Internet connection and a phone line. All training classes are done via a Web conference. To sign-up for an Aloha Loyalty training class: 1. Log in to your Aloha Loyalty Web site. 2. Click the click here link in the middle-right section of the page. Click here is in blue text. 3. Locate the class you want to attend in the list and make a note of the date, time, and title of the class. You will need this information on the next screen. 4. Select Sign up now. The Insight Training Sign Up Form appears. Aloha Loyalty User Guide Page 7

8 5. Complete all options on the screen. 6. Click Submit. A representative of Aloha Insight will send you an with the phone number and information that you need to attend the training session. You might want to create a reminder in your scheduling program to remind you of the date and time of the class. If this is your first web conference with Aloha Loyalty, please allow some extra time to get logged in to the Web site before the class starts. You may need to download a small java applet beforehand, and depending on your network configuration, you may need administrative rights. Configuring Aloha POS to work with Aloha Loyalty You have ordered your cards and attended training, next configure your store(s) to work with Aloha Loyalty. To interface Aloha Loyalty with Aloha POS, complete the following: Define your access levels in Maintenance > Labor > Access Levels. Configure the Assign Member and Member Report buttons. If you are using Aloha Quick Service, you must define these buttons in Panel Editor. If you are using Table Service, these buttons become active on the Close screen automatically after the Aloha Insight install team installs the required Aloha Loyalty components at your stores; however, you can still configure the Table Service FOH button text in the Loyalty Configuration wizard. Optional, configure the Member Information button in the Loyalty Configuration wizard for both Table Service and Quick Service. Define your real-time comps and promotions (promos) that you intend to offer as rewards for your members. Refer to Configuring Aloha POS for Aloha Loyalty for detailed instructions. Continue to Configuring your Aloha Loyalty Web Site. Configuring your Aloha Loyalty Web Site If you are not an existing Aloha Insight customer, you will need to configure the following: Company Setup Site Setup Security Class Setup User Account Setup Alerts In the Site Setup wizard you must: Enter the store ID, name, address, and phone number on the Store Setup tab. License the store for Aloha Loyalty on the Store Setup tab. Page 8 Aloha Loyalty User Guide

9 Enter the pcanywhere login information, such as login, Phone number or IP address for the site, and password. If the site has a dynamic IP address, please type Dynamic without the quotes in the text box. Enter the Internet service provider (ISP) and back-up ISP on the Polling configuration tab. Continue to Configuring Aloha Loyalty Configuration Wizard. Configuring Aloha Loyalty Configuration Wizard You must define the settings that determine how Loyalty interacts with Aloha on your Loyalty Web site. For example, you define the default Loyalty settings for your company, such as the FOH screen text, the profile information you want to capture, reward priority, and rounding options for points-based plans. After defining your default store settings, you can make changes to individual stores that require settings other than the default settings. Refer to Loyalty Configuration Wizard in the Loyalty User Guide, for detailed instructions on configuring your default store, and making changes to specific stores. Continue to Creating your Card Types. Creating your Card Types Your Loyalty program can support as many different cards as you can dream up. Creating different cards is a great way to offer specific guests an extra touch of hospitality. For example, you give customers who have a bad experience in your restaurant a comp card for $10.00 on their next visit. When they use the card, it will require manager approval and the manager can always stop by the table to verify that the service and the food was satisfactory. In most cases, you will create only one Loyalty card and assign it to a bonus plan. When you create a card, you determine if the card is for Aloha Loyalty, or if the card can support Stored Value. You must be licensed for Stored Value and Aloha Loyalty to create combo cards. For purposes of this section, it will only pertain to Aloha Loyalty. Configuring your Aloha Loyalty cards enables you to determine the following: Configure the card type. Configure the card prefix. Configure where you can sell, redeem, and use the card. Assign bonus plans to an Aloha Loyalty card. Continue to Creating your Bonus Plans. Aloha Loyalty User Guide Page 9

10 Creating your Bonus Plans Your bonus plans entice customers to sign-up for your frequency program. If you keep the bonus plans fresh and lively, your customers will feed off the excitement and keep coming back year after year. You can create the following types of bonus plans in Aloha Loyalty: Be My Guest-based Points-based Items-based Currency-based Frequency-based Lottery Each bonus plan requires you to make different selections, and the bonus plan wizard will assist you with the right choices. For example, when you select a points-based plan, you complete only the options that are for a points based plan. Refer to Bonus Plan Wizard, for detailed information on the options in the Bonus Plan wizard. Refer to Sample Bonus Plan Configurations, for instructions on creating some of the most common types of bonus plans. If you need additional information on specific options within the Bonus Plan wizard, click to access help for that screen. Continue to Training your FOH Employees. Training your FOH Employees You have now successfully configured Aloha Loyalty and need to train your FOH staff. Aloha Loyalty integrates with Aloha Table Service or Quick Service and requires minimal staff training. You can use Aloha Loyalty FOH Operations as a guideline to train your staff. This section contains comprehensive instructions on the following: Assigning a member to a check. Using the Look-up screen. Un-assigning and re-assigning a member to a check. Deleting a member from a check. Printing a Loyalty member report. After configuring Aloha Loyalty, use the Managing Aloha Loyalty section to learn how to get more from your customer loyalty program. Page 10 Aloha Loyalty User Guide

11 Available Reference Materials Radiant Systems produces many additional resources to aid you in deploying and configuring Aloha POS and Aloha Loyalty. Here is a partial list of resources. Aloha Loyalty Web Site The Aloha Loyalty Web site contains a list of documents and links to Online Help that will assist you in configuring Loyalty. To access the list, click on the main screen to access the following stand-alone documents: Configuring Aloha POS for Loyalty Loyalty Sample Bonus Plan Configurations Aloha Loyalty FOH Operations Aloha Loyalty User Guide There are links to additional Online Help files that assist with Company Setup, Site Setup, Reports Viewer, and Alerts. If you have a question about Loyalty, check the Aloha Loyalty FAQ documents for answers. Aloha POS Manuals Contact your Aloha sales representative for the following manuals: Table Service User Guide Quick Service User Guide Aloha Loyalty User Guide Page 11

12 Managing Aloha Loyalty Now that you have configured your Aloha Loyalty program, your customers are signing up, and they are starting to earn rewards. You will need to add new members into the system once they sign up for your frequency program, view the history for a member, and generate reports. Aloha Loyalty offers you several web-based tools to manage your Aloha Loyalty program. You can use the Loyalty Member wizard to search the Aloha Loyalty database, and add new members to Loyalty. The Aloha Loyalty Card Lookup wizard enables you to manage individual members by viewing their history. You can schedule one of the many Aloha Loyalty reports to get up to the minute data from all your restaurants. The excitement that customers exhibit about the program is great for your bottom line and will attract new customers. To keep this excitement growing, you will want to add new rewards. The Managing Loyalty section contains the following sections: Using the Loyalty Member Wizard Viewing Member History Aloha Loyalty Reporting Maintaining Excitement Using the Loyalty Member Wizard The Loyalty Member wizard enables you to search your Aloha Loyalty database, add new members, and edit existing member profile information. The Loyalty Member wizard contains different filters, such as card number, member birthday, and member name. For example, you can query your database to view which members have an upcoming birthday and send them a greeting or coupon to entice them back in to your restaurant. When your members complete a sign-up voucher, you need to enter the information into the database. Loyalty enables you to accomplish this task using an online wizard. On the Loyalty Member wizard screen, click Add. The Enter Member Profile Information screen appears. The Enter Member Profile screen enables you to type the information for an option and tab to the next option using the tab key on a keyboard. This is for rapid data entry. After completing the required options, you tab to the Save and New button and press Enter on your keyboard. This saves the information you entered and starts a new record. Refer to Loyalty Member wizard in the Aloha Loyalty User Guide for more information. Viewing Member History You can use the Aloha Loyalty Card Lookup wizard to manage individual Aloha Loyalty accounts, such as the historical data about an individual member. You can also view the profile for an individual, adjust the bonus plan credit for a member, and view check level history. Page 12 Aloha Loyalty User Guide

13 When you want to view the data on an individual, use the Aloha Loyalty Card Lookup wizard. For example, a member calls you up and wants to know how close they are to a reward. You can get their Aloha Loyalty number and use the Aloha Loyalty Card Lookup wizard to view their totals. You can even print the report and offer to give it to the customer the next time they come to your store, and make adjustments, if they feel there is a discrepancy. Refer to Aloha Loyalty Card Lookup wizard in the Aloha Loyalty User Guide for more information. Aloha Loyalty Reporting Aloha Loyalty comes standard with detailed reports that enable you to manage your loyalty program. You can view your reports online, or have them delivered to your . Select Reports > Reports Viewer to access the Aloha Loyalty reporting tool. Select Aloha Loyalty in the Category drop-down list to view a list of available Aloha Loyalty reports. You can select a report in the list and click Example, to view a sample report with detailed explanations for the report. Reports with an asterisk indicate custom reports your company created. Custom reports will not have samples with report definitions. Refer to Reports Viewer online Help for information on scheduling and viewing reports. Maintaining Excitement Aloha Loyalty provides you with many different tools to manage your frequency program; however, it is up to you to add new bonus plans and keep the program fresh and exciting for members. Adding new bonus plans encourages members to stop in frequently. Encouraging your staff to promote the program will foster new customers and add additional excitement. Making each customer feel special generates repeat customers. Aloha Loyalty gives you all the tools for you and your staff to make all your customers frequent customers. Aloha Loyalty User Guide Page 13

14 Sample Bonus Plan Configurations The following sections outline how to create different types of bonus plans in the Bonus Plan wizard. The scenario highlights how you can use Aloha Loyalty to create common types of bonus plans. You can modify each scenario to fit the needs of your company. To help you understand how to create your own bonus plans each section contains the following information: Bonus plan description, to highlight the basics of the bonus plan. Bonus plan outline, to extract the details out of the scenario and to configure the bonus plan, reward, and bonus event. Steps to configure the bonus plan. Use the following links to go to each bonus plan scenario. Creating a Be My Guest-Based Bonus Plan Creating a Currency-Based Bonus Plan Creating an Employee Comp-Based Bonus Plan Creating a Frequency-Based Bonus Plan Creating an Items-Based Bonus Plan Creating a Lottery-Based Bonus Plan Creating a Points-Based Bonus Plan Refer to Bonus Plan Wizard for detailed descriptions on the options within the Bonus Plan wizard. The steps in each scenario only have information that pertain to the scenario. Creating a Be My Guest-Based Bonus Plan A Be My Guest-based bonus plan enables you to: Reward a guest or VIP visiting your restaurant Entice new customers in to your restaurant Reward loyal customers that visit on a regular basis Offer a complimentary meal to a customer that had a bad experience Give the card to a charity auction Scenario Description You need to create a Be My Guest-based bonus plan so you can donate to a local school sponsoring a charity auction. You donate three Be My Guest-based bonus plan cards that entitles a customer to 100% off on their next visit, up to $25.00 off. The customer can receive the discount on the maximum of five items. A customer can use the card once, and if they do not use all $25.00, the balance is not carried over on any future visits. Page 14 Aloha Loyalty User Guide

15 Bonus Plan Details Using this scenario, the following details help outline how to create the bonus plan: The plan is a Be My Guest-based bonus plan. The customer receives 100% off on their next visit. The maximum discount is limited to $ The customer is limited to a discount on five items. The card is good on a single visit. Refer to Bonus Plan Wizard for detailed descriptions on the options in the Bonus Plan wizard. Configuring a Be My Guest-based bonus plan: 1. Select Hosted Solutions Group > Loyalty Bonus Plans. 2. Click Add. 3. Type a unique name for your bonus plan. Use a descriptive name, because this is the name the customer sees if you include the bonus plan name on a customized voucher. 4. Type an optional description. You can include details about the plan, such as a general statement about the plan, the customer reward, and other relevant information about the bonus plan. The description is not visible to your guests. 5. Select Be My Guest in the Bonus Plan Type drop-down list. 6. Select All Items in the Eligible Items drop-down list. 7. Enter a start date for the bonus plan. The system defaults to the current date; however, you can enter a date in the future. You can also type an optional ending date. 8. Click Save and Continue. Creating the Be My Guest-based bonus plan reward: 1. Click the Rewards tab. 2. Click Add. 3. Type the reward name. For example, Be My Guest Reward. 4. Type 1 in the Reward is earned every X visits text box. 5. Assign a reward priority to the reward, with 1 being the highest and 5 being the lowest. 6. Select Real-Time Discount in the Reward Type drop-down list. 7. Select either Comp Type or Promo Type. 8. Select the appropriate comp or promo in the drop-down list. Select a comp or promo configured to work with Aloha Loyalty in Aloha. Refer to Configuring Aloha POS for Loyalty, for more information on configuring your Aloha Loyalty comps and promos. 9. Select Percent Off in the Discount Type drop-down list. 10. Type 100 in the Amount text box. This indicates the reward is 100% off. 11. Select Limit total discount amounts. 12. Type in the adjacent text box. 13. Select All Items in the Select the items that will be discounted drop-down list. 14. Type 5 in the Number of items that will be discounted text box. Aloha Loyalty User Guide Page 15

16 15. Click the Voucher Settings tab. 16. Select Print voucher at POS when reward is earned. 17. Click. 18. Type your custom text in the text box, and use the keywords to insert customized pieces of text in your message. Keep in mind this is the message printing on your voucher. Provide enough information to thank the customer and welcome them back or about any new menu items. When creating your messages, keep the lines to 40 characters or less, due to the size limitations of a receipt printer. 19. Select whether to print on the Guest Check or Voucher. 20. Click Next. 21. Click Save, after completing your message. Configuring your bonus plan schedule and reset options: 1. Click the Schedule tab to configure the active days of the plan. 2. Select Daily. 3. Select All Stores to make the bonus plan available in all stores. 4. Click the Reset Options tab. 5. Select Member can only use card once, to limit the card to one use. You can optionally select Member can use card until total discount amount is reached, if you are allowing the customer to continue to use the card until they reach the amount defined in the Discount Amount text box on the Reward Settings tab. 6. Click Save. 7. Assign a card type to your bonus plan. If you have not created an Aloha Loyalty card, click Save and click Yes, to continue. If you save the bonus plan without assigning it to a card, you must create your card type in the Card Setup wizard and then assign the bonus plan to the card type in the Card Setup wizard. 8. Click Save. Creating a Currency-Based Bonus Plan A Currency-based bonus plan enables you to reward the member based on the amount of dollars spent in your restaurant. For example, you can create a bonus plan that rewards the customer for every $ they spend. Scenario Description Your restaurant is a burger cafe and tends to appeal to the lunch crowd. You want to encourage a stronger dinner crowd on slower nights. You know that most tickets are single orders and tend to range from $5.00 to $10.00 per person. To make the bonus plan more attainable, you want to include all items. With this in mind, you offer a Currency-based plan that rewards the customer with a personalized voucher for 15% off on their next visit after they spend $ To help increase business on slow weeknights, you offer double-credit on Mondays and Tuesdays after 5:00 p.m. To keep the program interesting and exciting, you offer an additional 20% off reward when the customer spends $ Page 16 Aloha Loyalty User Guide

17 Bonus Plan Details Using this scenario, the following details help outline how to create the bonus plan: The plan is a Currency-based bonus plan. You want to include all items. The customer spends $ and receives a 15% off voucher. The customer spends $ and receives a 20% off voucher. The voucher is good on the next visit. The bonus plan is active every day. The bonus plan earns double credit/dollars on Mondays and Tuesdays after 5:00 p.m. Refer to Bonus Plan Wizard for detailed descriptions on the options in the Bonus Plan wizard. Configuring a Currency-based bonus plan: 1. Select Hosted Solutions Group > Loyalty Bonus Plans. 2. Click Add. 3. Type a unique name for your bonus plan. Use a descriptive name, because this is the name the customer sees if you include the bonus plan name on a customized voucher. 4. Type an optional description. You can include details about the plan, such as a general statement about the plan, the customer reward, and other relevant information about the bonus plan. The description is not visible to your guests. 5. Select Currency Based in the Bonus Plan Type drop-down list. 6. Select All Items in the Eligible Items drop-down list. 7. Enter a start date for the bonus plan. The system defaults to the current date; however, you can enter a date in the future. You can also type an optional ending date. 8. Select Allow Discounted Items to enable the member to receive credit when you discount an item with a coupon or promotion. 9. Select Use Discounted Price for rewards. The discounted items count toward the plan, but only at the discounted price, not the original price. 10. Select Allow modifiers to count toward plan rewards. If you charge for certain modifiers, such as cheese, the price of the modifier counts towards the bonus plan. 11. Click Save and Continue. Creating your rewards: 1. Click the Rewards tab. 2. Click Add. 3. Type the reward name. For example, 15% off Voucher. 4. Type in the Reward is earned when the member spends text box. 5. Assign a reward priority to the reward, with 1 being the highest and 5 being the lowest. A reward with a higher priority gets applied before rewards with lower priorities. 6. Select Reward Voucher from the Reward Type drop-down list. 7. Click the Voucher Settings tab. Aloha Loyalty User Guide Page 17

18 8. Select Print voucher at POS when reward is earned. 9. Click. 10. Type your custom text in the text box, and use the keywords to insert customized pieces of text in your message. Keep in mind this is the message printing on your voucher. Provide enough information to inform the member they received a reward, and customize it to make the customer feel good about earning the reward. When creating your messages, keep the lines to 40 characters or less, due to the size limitations of a receipt printer. 11. Select whether to print on the Guest Check or Voucher. 12. Click Next. 13. Click Save, after completing your message. 14. Repeat Step 1 through Step 13 to add an additional reward. Configuring your bonus plan schedule and reset options: 1. Click the Schedule tab to configure the active days of the plan. 2. Select Daily. 3. Select All Stores to make the bonus plan available in all stores. 4. Click the Reset Options tab. 5. Select Reset plan when member receives reward, if you are configuring multiple tier rewards. The plan resets when the member receives the last reward level. You can optionally select Never reset plan, if the reward is issued once. Configuring your bonus events: 1. Click the Bonus Events tab. 2. Click Add. 3. Select Active to make the bonus event active. 4. Type a name for the bonus event. 5. Type 2 in the Multiply member credit by X for qualified purchases during the bonus event schedule. The system uses this number to multiply the bonus amount. 6. Select one of the following bonus event settings: Select All Stores to make the bonus plan available in all stores. Select Stores in this Replication Group and select the replication group in the drop-down list to make the bonus event active in specific stores or a single store. 7. Type the Start and Ending dates for the bonus event. 8. Click the Schedule tab. 9. Select Weekly. 10. Select 1 in the Every Weeks on drop-down list. 11. Clear all days except Monday and Tuesday. 12. Select Day Parts or Hours. 13. Click. 14. If you selected Day Parts in Step 12, move the day part that includes the times you want the bonus event active to the Assigned Day Parts list box. If you selected Hours in Step 12, move the hours you want to make the bonus event active from the Unassigned Hours list box to the Assigned Hours list box. Page 18 Aloha Loyalty User Guide

19 15. Click Next to return to the Bonus Event screen. 16. Click Next. 17. Click Save. 18. Assign a card type to your bonus plan. If you have not created an Aloha Loyalty card, click Save and click Yes, to continue. If you save the bonus plan without assigning it to a card, you must create your card type in the Card Setup wizard and then assign the bonus plan to the card type in the Card Setup wizard. 19. Click Save. Creating an Employee Comp-Based Bonus Plan An Employee Comp-based plan enables you to create an employee comp program for your employees or managers. For example, you can create a bonus plan that issues an employee comp for a percentage off or dollar off each time the employee uses the card to dine in the restaurant. An employee comp card works well in situations where you have several restaurants located in an area and your employees may be dining in locations where they do not work. Scenario Description Your company owns a chain of restaurants and operates a central office for your IT and accounting staff. As a perk to your employees, you issue each employee an employee comp card. This enables an employee to visit any location and get their employee discount, 50% off a single item. There is a $50.00 per month limit, and you are limiting the discount to entrees to prevent abuse. Each month the limit reset; if they do not use the full $50.00 every month, it does not roll over to the next month. Bonus Plan Details Using this scenario, the following details help outline how to create the bonus plan: The plan is an Employee Comp-based bonus plan. The discount happens in real-time. The employee receives 50% off a single entree. The employee can receive up to $50.00 a month. The plan resets every month. Configuring an Employee Comp-based bonus plan: 1. Select Hosted Solutions Group > Loyalty Bonus Plans. 2. Click Add. 3. Type a unique name for your bonus plan. Use a descriptive name, because this is the name the customer sees if you include the bonus plan name on a customized voucher. 4. Type an optional description. You can include details about the plan, such as a general statement about the plan, the customer reward, and other relevant information about the bonus plan. The description is not visible to your guests. 5. Select Employee Comp in the Bonus Plan Type drop-down list. 6. Select either All Items or Select Category. Select Category enables you to use specific items in categories on your bonus plan. In this example, select All Items. 7. Enter a start date and an optional ending date. Aloha Loyalty User Guide Page 19

20 8. Click Save and Continue. Adding the 50% off employee comp reward: 1. Click the Rewards tab. 2. Click Add. 3. Type the reward name. For example, Employee Meal. 4. Type 1 in the Reward is earned every X visits text box. 5. Assign a reward priority to the reward, with 1 being the highest and 5 being the lowest. 6. Select Real-Time Discount in the Reward Type drop-down list. 7. Select either Comp Type or Promo Type. 8. Select the appropriate comp or promo in the drop-down list. Select a comp or promo configured to work with Aloha Loyalty in Aloha. Refer to Configuring Aloha POS for Loyalty, for more information on configuring your Aloha Loyalty comps and promos. 9. Select Percent Off in the Discount Type drop-down list. 10. Type 50 in the Amount text box. This indicates the reward is 50% off. 11. Select Limit total discount amounts. 12. Type in the adjacent text box. 13. Select Category in the Select the items that will be discounted drop-down list. 14. Click. The Select Categories screen appears with all available categories in the Unassigned Categories list box. a. Select the eligible categories in the Unassigned Categories list box. b. Move the categories to the Assigned Categories list box. If you need to create or edit categories, click Category Setup. c. Click Next, to return to the Bonus Plan wizard. 15. Type 1 in the Number of items that will be discounted text box. 16. Click the Voucher Settings tab. 17. Select Print voucher at POS when reward is earned. 18. Click. 19. Type your custom text in the text box, and use the keywords to insert customized pieces of text in your message. Keep in mind this is the message printing on your voucher. Provide enough information to inform the employee they received a reward. When creating your messages, keep the lines to 40 characters or less, due to the size limitations of a receipt printer. 20. Select whether to print on the Guest Check or Voucher. 21. Click Next. 22. Click Save, after completing your message. Configuring the bonus plan schedule and reset options for the reward: 1. Click the Schedule tab to configure the active days of the plan. 2. Select Daily. 3. Select All Stores to make the bonus plan available in all stores; otherwise, select Stores in this Replication Group and select the replication group in the drop-down list. 4. Click the Reset Options tab. 5. Select Employee can use card until total discount amount is reached. 6. Select Reset total discount amount every X. Page 20 Aloha Loyalty User Guide

21 7. Select Month from the interval drop-down list. 8. Click Save. 9. Assign a card type to your bonus plan. If you have not created a Loyalty card type, click Save and click Yes, to continue. If you save the bonus plan without assigning it to a card type, you must create your card type in the Card Setup wizard and then assign the bonus plan to the card type in the Card Setup wizard. 10. Click Save. Creating a Frequency-Based Bonus Plan A Frequency-based bonus plan enables you to reward the member based on the number of times they visit your store. For example, you can create a bonus plan that rewards the member after they visit your restaurant three times, and then again after five visits. Scenario Description You operate a casual coffee diner and offer an Aloha Loyalty card to your customers. The customer receives 25% off food items when they sign-up for their Loyalty card and again on their fifth visit. For example, the customer signs up for the Loyalty card and they receive an immediate 25% real-time discount on food items. To keep the customer coming back, you offer the customer another 25% off on every fifth visit. Bonus Plan Details Using this scenario, the following details help outline how to create the bonus plan: The plan is a Frequency-based bonus plan. The customer receives 25% off at the time of sign-up. The discount happens in real-time. The customer receives another 25% off after five visits. The following procedure outlines the steps to configure your bonus plan. To create a real-time discount, you need to configure a comp or promo in the back-of-house (BOH) to accept a real-time discount in the front-of-house (FOH). For more information on configuring comps and promos for Loyalty, refer to Configuring Aloha POS for Loyalty. Refer to Bonus Plan Wizard for detailed descriptions on the options in the Bonus Plan wizard. Configuring a Frequency-based bonus plan: 1. Select Hosted Solutions Group > Loyalty Bonus Plans. 2. Click Add. 3. Type a unique name for your bonus plan. Use a descriptive name, because this is the name the customer sees if you include the bonus plan name on a customized voucher. Aloha Loyalty User Guide Page 21

22 4. Type an optional description. You can include details about the plan, such as a general statement about the plan, the customer reward, and other relevant information about the bonus plan. The description is not visible to your guests. 5. Select Frequency Based in the Bonus Plan Type drop-down list. 6. Select either All Items or Select Category. Select Category enables you to use specific items in categories on your bonus plan. In this example, select All Items. 7. Enter a start date and an optional ending date. 8. Click Save and Continue. Adding the 25% off initial sign-up reward: 1. Click the Rewards tab. 2. Click Add. 3. Type the reward name. For example, 25% off Sign-up. 4. Type 1 in the Reward is earned every X visits text box. 5. Assign a reward priority to the reward, with 1 being the highest and 5 being the lowest. 6. Select Real-Time Discount in the Reward Type drop-down list. 7. Select either Comp Type or Promo Type. 8. Select the appropriate comp or promo in the drop-down list. Select a comp or promo configured to work with Aloha Loyalty in Aloha. Refer to Configuring Aloha POS for Loyalty, for more information on configuring your Aloha Loyalty comps and promos. 9. Select Percent Off in the Discount Type drop-down list. 10. Type 25 in the Amount text box. This indicates the reward is 25% off. 11. Select Category in the Select the items that will be discounted drop-down list. 12. Click. The Select Categories screen appears with all available categories in the Unassigned Categories list box. a. Select the eligible categories in the Unassigned Categories list box. b. Move the categories to the Assigned Categories list box. If you need to create or edit categories, click Category Setup. c. Click Next, to return to the Bonus Plan wizard. 13. Click Save. Adding the 25% off after five visits: 1. Click Add. 2. Type the reward name. For example, 25% off 5th Visit. 3. Type 5 in the Reward is earned every X visits text box. 4. Assign a reward priority to the reward, with 1 being the highest and 5 being the lowest. 5. Select Real-Time Discount in the Reward Type drop-down list. 6. Select either Comp Type or Promo Type. 7. Select the appropriate comp or promo in the drop-down list. Select a comp or promo configured to work with Aloha Loyalty in Aloha. Refer to Configuring Aloha POS for Loyalty, for more information on configuring your Aloha Loyalty comps and promos. 8. Select Percent Off in the Discount Type drop-down list. 9. Type 25 in the Amount text box. This indicates the reward is 25% off. 10. Select Category in the Select the items that will be discounted drop-down list. Page 22 Aloha Loyalty User Guide

23 11. Click. The Select Categories screen appears with all available categories in the Unassigned Categories list box. a. Select the eligible categories in the Unassigned Categories list box. b. Move the categories to the Assigned Categories list box. If you need to create or edit categories, click Category Setup. c. Click Next, to return to the Bonus Plan wizard. 12. Click Save. Configuring the bonus plan schedule and reset options for the reward: 1. Click the Schedule tab to configure the active days of the plan. 2. Select Daily. 3. Select All Stores to make the bonus plan available in all stores; otherwise, select Stores in this Replication Group and select the replication group in the drop-down list. 4. Click the Reset Options tab. 5. Select Reset plan when member receives reward, if you are configuring multiple tier rewards. The plan resets when the member receives the last reward level. You can optionally select Never reset plan, if the reward is issued once. 6. Click Save. 7. Assign a card type to your bonus plan. If you have not created a Loyalty card type, click Save and click Yes, to continue. If you save the bonus plan without assigning it to a card type, you must create your card type in the Card Setup wizard and then assign the bonus plan to the card type in the Card Setup wizard. 8. Click Save. Creating an Items-Based Bonus Plan An Items-based plan enables you to reward the member based on the items they purchase, such as the quantity of items purchased, or you can track the items they purchase and reward the member after they purchase one of every item in a category. Use an Items-based plan to create a beer tour or dessert tour. For example, to emphasize your new dessert menu, create a bonus plan that rewards the customer after they purchase one of every dessert. Scenario Description You have a series of sports bars and specialize in offering over 100 different types of beers from around the world. You want to create a beer tour for your patrons and send them a t-shirt advertising your restaurant after they complete the tour. Each beer only counts once and the patron does not have to drink the beers in any specific order. Bonus Plan Details Using this scenario, the following details help outline how to create the bonus plan: The plan is an Items-based bonus plan. You must have a category that contains all the beers you want to include in the plan. You must determine the number of beers the customer must purchase before earning a reward. Aloha Loyalty User Guide Page 23

24 The customer receives a t-shirt from the corporate office after successfully completing the beer tour. You must configure your reset options. You will need to know the customer s t-shirt size; therefore, request the t-shirt size on the sign-up voucher. Refer to Loyalty Configuration wizard for more information on creating sign-up vouchers. Refer to Bonus Plan Wizard for detailed descriptions on the options in the Bonus Plan wizard. Configuring an Items-based bonus plan: 1. Select Hosted Solutions Group > Loyalty Bonus Plans. 2. Click Add. 3. Type a unique name for your bonus plan. Use a descriptive name, because this is the name the customer sees if you include the bonus plan name on a customized voucher. 4. Type an optional description. You can include details about the plan, such as a general statement about the plan, the customer reward, and other relevant information about the bonus plan. The description is not visible to your guests. 5. Select Items Based in the Bonus Plan Type drop-down list. 6. Select Category in the Eligible Items drop-down list. 7. Click.The Select Categories screen displays. a. Select the categories that contain your beer in the Unassigned Categories list box. b. Move the categories to the Assigned Categories list box. If you need to create or edit categories, click Category Setup. c. Click Next, to return to the Bonus Plan wizard. 8. Type a start date for the bonus plan. The system defaults to the current date; however, you can enter a date in the future. You can also type an optional ending date. 9. Select Allow Discounted Items to count towards rewards to enable the member to receive credit when you discount an item with a coupon or promotion. 10. Select Item only counts once toward plan rewards to prevent the member from buying their favorite beer 100 times. 11. Click Save and Continue. Creating your rewards: 1. Click the Rewards tab. 2. Click Add. 3. Type the reward name. For example, Free T-shirt. 4. Type the number of beers the customer must purchase in the Reward is earned when the member purchases X items text box. 5. Assign a reward priority to the reward, with 1 being the highest and 5 being the lowest. 6. Select Corporate Issued Reward from the Reward Type drop-down list. A corporate issued reward is not issued at the store at the time the member earns the reward, rather it is sent from the Corporate office at a later date. 7. Click the Voucher Settings tab. 8. Select Print voucher at POS when reward is earned. Page 24 Aloha Loyalty User Guide

25 9. Click. 10. Type your custom text in the text box, and use the keywords to insert customized pieces of text in your message. Keep in mind this is the message printing on your voucher. Provide enough information to inform the member they received a reward, and customize it to make the customer feel good about earning the reward. When creating your messages, keep the lines to 40 characters or less, due to the size limitations of a receipt printer. 11. Select whether to print on the Guest Check or Voucher. 12. After completing your message, click Save. 13. Repeat Step 1 through Step 12 to add an additional reward. Configuring the bonus plan schedule and reset options for the reward: 1. Click the Schedule tab to configure the active days of the plan. 2. Select Daily. 3. Select All Stores to make the bonus plan available in all stores; otherwise, select Stores in this Replication Group and select the replication group in the drop-down list. 4. Click the Reset Options tab. 5. Select Reset plan when member receives reward. 6. Click the Bonus Events tab, if you want to add a bonus event. 7. Click Save. 8. Assign a card type to your bonus plan. If you have not created a Loyalty card type, click Save and click Yes, to continue. If you save the bonus plan without assigning it to a card type, you must create your card type in the Card Setup wizard and then assign the bonus plan to the card type in Card Setup wizard. 9. Click Save. Creating a Lottery-Based Bonus Plan A lottery based plan enables you to offer your members a one in x chance at earning a reward. For example, you offer a one in 10 chance of winning a free coffee. Keep in mind that each person has a one in 10 chance of winning, so conceivably you could have five customers come in and each one win a free coffee. This is not the same as one out of every ten customers wins a free coffee. A Lottery-based plan is similar to a slot machine, where each person has the exact same odds of winning. Scenario Description Your bonus program in the casual coffee diner is attracting new business and is generating excitement with your customers. With the holidays fast approaching, you want to offer your loyal guests an added incentive to come in to your store and carry it past the holidays when business is typically slow. You create a bonus program that offers the customer a one in five chance at winning a large coffee each time they come in to the store and present their card. After creating the bonus program, assign it to an existing card, so that all your members are immediately eligible. Aloha Loyalty User Guide Page 25

26 Bonus Plan Details Using this scenario, the following details help outline how to create the bonus plan: The plan is a Lottery-based bonus plan. The customer has a one in five chance at winning a large coffee. The plan resets after the customer wins. The plan is active from 11/1 through 1/31. Refer to Bonus Plan Wizard for detailed descriptions on the options in the Bonus Plan wizard. Configuring a Lottery-based bonus plan: 1. Select Hosted Solutions Group > Loyalty Bonus Plans. 2. Click Add. 3. Type a unique name for your bonus plan. Use a descriptive name, because this is the name the customer sees if you include the bonus plan name on a customized voucher. 4. Type an optional description. You can include details about the plan, such as a general statement about the plan, the customer reward, and other relevant information about the bonus plan. The description is not visible to your guests. 5. Select Lottery Based in the Bonus Plan Type drop-down list. 6. Select All Items in the Eligible Items drop-down list. 7. Type a current date in the Start Date text box. The system defaults to the current date; however, you can enter a date in the future. 8. Type an ending date in the End Date text box. 9. Type 5 in the Each member will have a 1 in X chance to receive a reward at random text box. In the example for this scenario, the customer has a one in five chance of receiving a reward. 10. Click Save and Continue. Creating your rewards: 1. Click the Rewards tab. 2. Click Add. 3. Type the reward name. For example, Free coffee. 4. Assign a reward priority to the reward, with 1 being the highest and 5 being the lowest. 5. Select Real-Time Discount in the Reward Type drop-down list. 6. Select either Comp Type or Promo Type. 7. Select the appropriate comp or promo in the drop-down list. Select a comp or promo configured to work with Aloha Loyalty in Aloha. Refer to Configuring Aloha POS for Loyalty, for more information on configuring your Aloha Loyalty comps and promos. 8. Select Dollar Off in the Discount Type drop-down list. 9. Type the amount of a large coffee in the Amount text box. 10. Select Category in the Select the items that will be discounted drop-down list. 11. Click. The Select Categories screen appears with all available categories from which you can select in the Unassigned Categories list box. Page 26 Aloha Loyalty User Guide

27 12. Select the eligible categories in the Unassigned Categories list box and move them to Assigned Categories list box. If you need to create or edit categories, click Category Setup. 13. Click Next. 14. Click Save. Configuring the bonus plan schedule and reset options for the reward: 1. Click the Schedule tab to configure the active days of the plan. 2. Select Daily. 3. Select All Stores to make the bonus plan available in all stores; otherwise, select Stores in this Replication Group and select the replication group in the drop-down list. 4. Click the Reset Options tab. 5. Select Reset plan when member receives reward. 6. Click Save. 7. Assign a card type to your bonus plan. If you have not created a Loyalty card type, click Save and click Yes, to continue. If you save the bonus plan without assigning it to a card type, you must create your card type in the Card Setup wizard and then assign the bonus plan to the card type in the Card Setup wizard. 8. Click Save. Creating a Points-Based Bonus Plan A Points-based plan enables you to reward the member based on the number of points earned for the amount of money spent, or by the item purchased. For example, you can create a bonus plan that rewards the member a point for every dollar they spend, which is a basic one to one relationship. You can also create a Points-based plan where the member earns 10 points for every appetizer they purchase. With any Points-based plan, you set the number of points it takes to earn a reward. Scenario Description You want to reward the customer on the number of points earned. You create a plan that rewards the customer one point for every dollar they spend. When the customer reaches the 200 point level, they receive a reward voucher good for 50% off on their next visit. Once the customer receives a reward, the reward plan resets and the customer starts over. Aloha Loyalty User Guide Page 27

28 Bonus Plan Details Using this scenario, the following details help outline how to create the bonus plan: The plan is a Points-based bonus plan. The customer earns one point per dollar spent. The customer must earn 200 points to receive a reward. The customer receives a 50% off voucher on their next visit. The reward plan resets after the customer receives a reward. Refer to Bonus Plan Wizard for detailed descriptions on the options in the Bonus Plan wizard. Configuring a Points-based bonus plan: 1. Select Hosted Solutions Group > Loyalty Bonus Plans. 2. Click Add. 3. Type a unique name for your bonus plan. Use a descriptive name, because this is the name the customer sees if you include the bonus plan name on a customized voucher. 4. Type an optional description. You can include details about the plan, such as a general statement about the plan, the customer reward, and other relevant information about the bonus plan. The description is not visible to your guests. 5. Select Points Based in the Bonus Plan Type drop-down list. 6. Select All Items in the Eligible Items drop-down list. 7. Type a start date for the bonus plan. The system defaults to the current date; however, you can enter a date in the future. You can also type an optional ending date. 8. Select Allow Discounted Items to count towards rewards to enable the member to receive credit when you discount an item with a coupon or promotion. 9. Select Use Discount Price for Rewards. 10. Select Allow modifiers to count toward plan rewards. 11. Select Points per Unit Currency. 12. Click. The Welcome to the Points Conversion Wizard appears. a. Click Add. b. Select your unit of currency in the Currency drop-down list. c. Type the points per unit and currency in The member earns X point(s) per X text boxes. In this example, type 1 in the first text box and 1.00 in the second text box. d. Click Save. e. Click Done. 13. Click Save and Continue. Creating your rewards: 1. Click the Rewards tab. 2. Click Add. 3. Type the reward name. For example, 50% off Coupon. Page 28 Aloha Loyalty User Guide

29 4. Type the number of points it takes for the customer to receive the reward in the Reward is earned when the member accumulates X points text box. 5. Assign a reward priority to the reward, with 1 being the highest and 5 being the lowest. 6. Select Reward Voucher from the Reward Type drop-down list. 7. Click the Voucher Settings tab. 8. Select Print voucher at POS when reward is earned. 9. Click. 10. Type your custom text in the text box, and use the keywords to insert customized pieces of text in your message. Keep in mind this is the message printing on your voucher. Provide enough information to inform the member they received a reward, and customize it to make the customer feel good about earning the reward. When creating your messages, keep the lines to 40 characters or less, due to the size limitations of a receipt printer. 11. Select whether to print on the Guest Check or Voucher. 12. After completing your message, click Save. 13. Repeat Step 1 through Step 12 to add any additional rewards. Configuring the bonus plan schedule and reset options for the reward: 1. Click the Schedule tab to configure the active days of the plan. 2. Select Daily. 3. Select All Stores to make the bonus plan available in all stores; otherwise, select Stores in this Replication Group and select the replication group in the drop-down list. 4. Click the Reset Options tab. 5. Select Reset plan when member receives reward. 6. Click Save. 7. Assign a card type to your bonus plan. If you have not created an Aloha Loyalty card type, click Save and click Yes, to continue. If you save the bonus plan without assigning it to a card type, you must create your card type in the Card Setup wizard and then assign the bonus plan to the card type in the Card Setup wizard. 8. Click Save. Aloha Loyalty User Guide Page 29

30 Configuring Aloha POS for Loyalty The Aloha Loyalty program interfaces with the Aloha POS system, allowing you to apply Aloha Loyalty rewards to members who frequent your restaurant. You accomplish most of the configuration required for using Aloha Loyalty within the Aloha Loyalty program; however, you must do some minimal configuration within the Aloha POS system. To configure the Aloha POS system to interface with Aloha Loyalty, you must do the following: Define new Access Level settings for Aloha Loyalty features. Configure your FOH buttons. For Quick Service installations, you must add the Assign Member and Member Report buttons to the FOH, using Panel Editor. For Table Service operations, the Assign Member and Member Report buttons appear on the FOH Close screen automatically; however, you configure the button text for these buttons using the Loyalty Configuration wizard. You configure the Member Information button for both products using the Loyalty Configuration wizard. Set up Aloha promotions and comps for Aloha Loyalty. Aloha Insight support recommends making your configuration changes well in advance of going live with Aloha Loyalty. You perform Aloha POS configuration changes using Aloha Manager. Your changes become available after the next End-of-Day. Defining Access Levels for Aloha Loyalty In Aloha Loyalty, you determine if the system allows manual entry of card numbers, the maximum times per day you can assign a member to a guest check in the FOH, and whether a card type requires manager approval to count towards member rewards. When an employee without sufficient access attempts to override these settings in the Aloha POS system, the Manager Approval screen appears. Using settings in Access Levels, you can provide certain employees the ability to override the Aloha Loyalty configuration, without displaying the Manager Approval screen. These settings also allow these same employees to enter a password to proceed, when the Manager Approval screen appears for employees without sufficient access to override the Aloha Loyalty configuration. To configure access level settings for Aloha Loyalty: 1. Log in to Aloha Manager. 2. Select Maintenance > Labor > Access Levels. The Access Levels function tab appears. 3. Select an access level, such as Manager, from the Level drop-down list, and press Enter. Page 30 Aloha Loyalty User Guide

31 4. Select the Financials 2. See Figure 1 for Table Service. See Figure 2 for Quick Service. Figure 1 Access Levels, Table Service 5. Select Loyalty Max Visits, if necessary. Figure 2 Access Levels, Quick Service Loyalty Max Visits Enables an employee to go ahead and allow the check to count toward Loyalty rewards, as configured in the Loyalty program, after the member has reached the maximum number of visits per day. This setting overrides the Max Visits option in the Loyalty Configuration wizard. 6. Select Loyalty Manual Card #, if necessary. Aloha Loyalty User Guide Page 31

32 Loyalty Manual Card # Enables an employee to manually enter a Loyalty card number, without encountering the Manager Approval screen. It also allows this same employee to enter a password to continue, when an employee without sufficient access attempts to manually enter the Loyalty card number. This setting overrides the Must Use Mag Card option in the Loyalty Configuration wizard. 7. Select Loyalty Card Use, if necessary. Loyalty Card Use Enables an employee to approve the assignment of a member to a check for cards with Require Manager Approval selected in the Card Setup wizard. 8. Click Save and exit the Access Levels function. Adding Loyalty Buttons to the FOH There are two required buttons for Loyalty FOH operations in the POS system, Assign Member, and Member Report. For Aloha Table Service installations, these buttons automatically appear on the FOH Close screen when you activate Loyalty; however, you can customize the text that appears on these buttons on the Member Lookup tab in the Loyalty Configuration wizard. For Aloha Quick Service installations, you must use Panel Editor to add and configure these buttons to appear on a FOH panel. There is also an optional button for Loyalty FOH operations, Member Information. This button enables your employees to look up a member using an alternate form of ID, such as their driver s license or phone number. For both Aloha Table Service and Aloha Quick Service, you configure this button in the Loyalty Configuration wizard. This section covers how to configure the Member Assign and Member Report buttons for Aloha Quick Service. Refer to Loyalty Configuration wizard > Member Lookup tab for information on how to configure the Member Assign and Member Report buttons for Aloha Table Service, and how to configure the Member Information button for both POS products. Use the following tables to determine where you configure the Loyalty FOH buttons: Button Table Service Quick Service Assign Member Loyalty Configuration wizard Aloha Manager > Panel Editor Member Information Loyalty Configuration wizard Loyalty Configuration wizard Member Report Loyalty Configuration wizard Aloha Manager > Panel Editor Adding the Assign Member Button For Quick Service installations, you must add the Assign Member button to a panel, to enable you to assign and un-assign a Loyalty member to a check. To add the Assign Member button to a panel for Quick Service: 1. Log in to Aloha Manager. 2. Access Panel Editor. Page 32 Aloha Loyalty User Guide

33 3. Select Open Existing Panel > Button Functions from the Commands menu and select a panel for editing. 4. Double-click an available button. The Edit Button dialog box appears. 5. Select Customer Information from the Function drop-down list.(figure 3) Figure 3 Customer Information Button Function (Quick Service) 6. Type a descriptive name for the button text. We recommend using Assign Member because when you assign a member to a check, the button text changes to Un-assign Member. 7. Select Loyalty Member, located on the right side of the dialog box, which designates this button is for looking up Loyalty customers, not Delivery/Frequent Buyer customers. 8. Complete the text, background, and bitmap options, using the Preview window as a guide. 9. Click OK to return to the panel. 10. Select Save All Panels from the Commands menu and exit the Panel Editor function. Adding the Member Report Button For Quick Service installations, you must add the Member Report button function to a panel to enable you to print the Loyalty Member report to a local receipt printer. The report prints information pertaining to all bonus plans to which the member is associated, the credit earned up to the time of the current transaction, and how much credit the guest needs to receive additional credits. To add the Member Report button to a panel for Quick Service: 1. Log in to Aloha Manger. 2. Access Panel Editor. 3. Select Open Existing Panel > Button Functions from the Commands menu and select a panel for editing. 4. Double-click an available button. The Edit Button dialog box appears. Aloha Loyalty User Guide Page 33

34 5. Select Customer Reward Report from the Function drop-down list.(figure 4) Figure 4 Customer Reward Report Button Function (Quick Service) 6. Type a descriptive name for the button text, such as Member\nReport. 7. Select Loyalty Member, located on the right side of the dialog box, which designates the button is for running a Loyalty report, not a Delivery/Frequent Buyer report. 8. Complete the text, background, and bitmap options using the Preview window as a guide. 9. Click OK to return to the panel. 10. Select Save All Panels from the Commands menu and exit the Panel Editor function. Setting Up Aloha Promotions and Comps for Aloha Loyalty When using Aloha Loyalty with the Aloha POS system, you define all promotions and comps for which all your guests are eligible, not just your Aloha Loyalty members, in the Aloha POS system. You define promotions and comps specific to your Aloha Loyalty members using the Loyalty Bonus Plans Setup wizard. However, if you define any bonus plan in Loyalty as a promotion with a real-time discount reward type, to discount the guest check in the FOH, and report it correctly within the Aloha POS reporting system, you must set up a minimum of one Loyalty real-time promotion in the Aloha POS system. Likewise, if you define any bonus plan in Loyalty as a comp with a real-time discount reward type, you must set up a minimum of one Loyalty real-time comp in the Aloha POS system The system considers any bonus plan in Loyalty with Real-Time Discount selected as the Reward Type in the Bonus Plan Setup wizard as a real-time discount Any Aloha POS promotion or comp in which you select Loyalty Real Time is strictly for use when applying a Loyalty discount to a FOH check. You cannot place it on the FOH Promo or Comp Lookup screens, include it in a script, activate it using an event, place it on a button on a Floor Plan screen, or place it on a panel in Quick Service. Doing so results in an error in the FOH. Page 34 Aloha Loyalty User Guide

35 After you create the Aloha promotions and comps for Loyalty, you map each Loyalty real-time discount bonus plan to a promotion or comp in the Aloha POS system. You can map the Loyalty real-time discount bonus plans using a one-to-one-relationship, a one-to-some relationship, or a one-to-many relationship, depending on how you want them to report in the Aloha POS system. Use the Reward Settings tab within the Loyalty Bonus Plan Setup wizard to map the Loyalty bonus plan to a promotion or comp in the Aloha POS system. Establishing a One-to-One Reporting Relationship Using a one-to-one reporting relationship, you map each Loyalty real-time discount bonus plan to a matching promo ID or comp ID in the Aloha POS system, as depicted in the following example. This method allows you to report each Loyalty real-time discount under its own name in the Aloha POS system; however, this type of detail is available in the Insight reporting system, and may not be necessary in the Aloha POS reports. Aloha Loyalty Bonus Plan Promo ID Aloha POS Promotion 5 Visits, 10% Off 10 5 Visits, 10% Off Buy $25.00, Get 10% Off 11 Buy $25.00, 10% Off Buy 10 Salads, Get 50% Off 12 Buy 10 Salads, 50% Off 1. Create three promotions in the Aloha POS system, one for each real-time discount bonus plan, naming each promotion so that you associate it with the corresponding Loyalty bonus plan, and select Loyalty Real Time for each. 2. Access each real-time discount bonus plan in Loyalty and select the corresponding promotion from the Apply Promo to Check drop-down list or type the promotion ID in the Enter Promo ID text box. In this example, select promo ID 10 for the first Loyalty bonus plan, promo ID 11 for the second bonus plan, and promo ID 12 for the third bonus plan. In the Loyalty program, only the Aloha promotions and comps for which you select Loyalty Real Time display in the drop-down list. Aloha Loyalty User Guide Page 35

36 Establishing a One-to-Some Reporting Relationship Using a one-to-some reporting relationship, you map each Aloha Loyalty real-time discount plan to a promo ID or comp ID in the Aloha POS system according to its discount value, as depicted in the following example. This method allows you to report each Aloha Loyalty real-time discount according to its discount value in the Aloha POS system. This is the relationship we recommend you use when setting up your bonus plans and their corresponding promotions or comps in the Aloha POS system. Aloha Loyalty Bonus Plan Promo ID Aloha POS Promotion 5 Visits, 10% Off 10 Loyalty 10% Off Buy $25.00, Get 10% Off 10 Loyalty 10% Off Buy 10 Salads, Get 50% Off 11 Loyalty 50% Off 1. Create two promotions in the Aloha POS system, one for each real-time discount value, naming each promotion so that you associate it with the corresponding Aloha Loyalty bonus plans, and select Loyalty Real Time for each. 2. Access each real-time discount bonus plan in Aloha Loyalty and select the promotion with the corresponding discount value from the Apply Promo to Check drop-down list, or type the promotion ID in the Enter Promo ID text box. In this example, the 5 Visits, 10% Off and Buy $25.00, Get 10% Off bonus plans both offer a 10% discount; therefore, select Promo ID 10. The Buy 10 Salads, Get 50% Off bonus plan offers a 50% discount; therefore, select Promo ID 11. Establishing a One-to-Many Reporting Relationship Using a one-to-many reporting relationship, you map all Aloha Loyalty real-time discount bonus plans to a single promo ID or a single comp ID in the Aloha POS system, as depicted in the following example. This method allows you to report all Aloha Loyalty real-time discounts defined as a promotion under one name, and all Aloha Loyalty real-time discounts defined as a comp under another name, in the Aloha POS system. In this example, the Aloha Loyalty real-time discount bonus plans defined as a promotion report under the name Loyalty Promo in the Aloha reports. Aloha Loyalty Bonus Plan Promo ID Aloha POS Promotion 5 Visits, 10% Off 10 Loyalty Promo Buy $25.00, Get 10% Off 10 Loyalty Promo Buy 10 Salads, Get 50% Off 10 Loyalty Promo 1. Create a promotion in the Aloha POS system, naming the promotion so that you associate it with promotions awarded from Aloha Loyalty, and select Loyalty Real Time. 2. Access each real-time bonus plan in Loyalty and select the single Loyalty promotion from the Apply Promo to Check drop-down list, or type the promotion ID in the Enter Promo ID text box. Page 36 Aloha Loyalty User Guide

37 To define a POS real-time promotion for Aloha Loyalty: 1. Select Maintenance > Payments > Promotions. The Promotion function tab appears. See Figure 5 for Table Service. See Figure 6 for Quick Service. Figure 5 Aloha Loyalty Promotion in Table Service Figure 6 Aloha Loyalty Promotion in Quick Service 2. Type an unused number in the Number drop-down list, and press Enter. 3. Type a descriptive name for the promotion, such as Loyalty Promo, depending on the reporting relationship you want to use. 4. From the Type drop-down list, select New Price. 5. Select Loyalty Real Time. Loyalty Real Time Defines the promotion as a real-time promotion to use with the Loyalty rewards program, and disables most of the options available on the Promotions function tab. Aloha Loyalty User Guide Page 37

38 6. Select Print Check to immediately print a revised guest check for the guest to view after applying the promotion. 7. For Table Service installations, select Amount Tippable to use the value of the guest check, after discount, to calculate tippable sales. Select Apply Gratuity to use the value of the guest check, after discount, to calculate automatic gratuity. 8. Click Save to complete the next step. 9. Select the name of the promotion from the Report as drop-down list to report the promotion as itself, or select an existing promotion name to report the Loyalty real-time promotion in combination with another promotion. 10. Click Save and exit the Promotions function. To define a POS real-time comp for Loyalty: 1. Select Maintenance > Payments > Comps. The Comps function tab appears. See Figure 7 for Table Service. See Figure 8 for Quick Service. Figure 7 Comps Function Tab Table Service Page 38 Aloha Loyalty User Guide

39 Figure 8 Comps Function Tab Quick Service 2. Type an unused number in the Number drop-down list, and press Enter. 3. Type a descriptive name for the comp, such as Loyalty Comp, depending on the reporting relationship you want to use. 4. Select Loyalty Real Time. Loyalty Real Time Defines the comp as a real-time comp to use with the Loyalty rewards program, and disables most of the options available on the Comp function tab. 5. Select Print Check to immediately print a revised guest check for the guest to view after applying the comp. 6. Select Open Drawer to open the drawer each time you apply the comp. 7. For Table Service installations, select Amount Tippable to use the value of the guest check, after discount, to calculate tippable sales. Select Apply Gratuity to use the value of the guest check, after discount, to calculate automatic gratuity. 8. Click Save to complete the next step. 9. Select the name of the comp from the Report as drop-down list to report the comp as itself, or select an existing comp name to report the Loyalty real-time comp in combination with another comp. 10. Click Save and exit the Comps function. Aloha Loyalty User Guide Page 39

40 Configuring Aloha Loyalty Settings The Loyalty Configuration wizard enables you to configure your store settings, such as: FOH screen text. Member Profile fields you want to capture. Additional member profile options specific to your company, such as shirt size. Print and display options. Reward priority. Rounding options for points-based plans. Number of times a member can use their card in one day without manager approval. Because not all stores are exactly alike, you can make changes to individual stores, as needed. If your company has multiple concepts, you can establish the default settings for your company, and then deviate from the default values for the various concepts. You can create different Front-of-House (FOH) text prompts for each concept, create different print messages, and change the maximum number of rewards applied to each transaction. For example, if you have a fine-dining concept, you can tailor the loyalty program to emphasize the personal touch on your reward vouchers. For your sports bar concept, you can create reward vouchers that highlight your nightly specials. To access the Loyalty Configuration wizard, select Hosted Solutions Group > Loyalty Configuration the Welcome to Loyalty Configuration wizard appears (Figure 9). Your access and rights to the functions you can perform in the Loyalty Configuration wizard depend on your security class settings. Contact your system administrator to edit your security settings. The first time you set up Loyalty, you establish your company default settings, which determine the settings for all your stores licensed for Loyalty. After you establish a company default, you can then make changes to individual stores. To return a store back to the company default, select the individual store in the list and click Delete. Figure 9 Welcome to Loyalty Configuration Screen Page 40 Aloha Loyalty User Guide

41 Store Name Indicates the name of the store for which you have established Loyalty settings. When you first sign-up with Loyalty, only Loyalty Company Settings appears in the list box. The Loyalty Company Settings profile establishes the default settings for your company. Refer to Configuring Your Default Loyalty Company Settings for more information. When you make overrides for a store, that store name appears in the list box beneath the Loyalty Company Settings profile. Store ID Contains the store ID assigned to the store in Site Setup. The default ID number for the Loyalty Company Settings profile is 0. Configuring Your Default Loyalty Company Settings When you first sign-up with Loyalty, only Loyalty Company Settings appears in the list box with a store ID of zero. This entry contains the default global settings for all your company stores. You must first configure your Loyalty Company Settings profile, and then you can make overrides for individual stores. Once you create overrides for a specific store, that store appears in the list box beneath the Loyalty Company Settings entry. To configure or edit your Loyalty Company Settings profile: 1. Select Hosted Solutions Group > Loyalty Configuration. 2. Select Loyalty Company Settings. 3. Click Edit and perform the following procedures as needed for your stores. Configuring the Member Lookup Tab Configuring the Member Profile Tab Configuring the Print/Display Tab Configuring the Rewards Tab Configuring the General Tab 4. Click Save to save your Loyalty Company Settings. The Member Profile tab is only available when you edit your company settings profile. Add Click Add to display the Selecting a Store screen, where you select the store you are changing from the default company settings. There are times when a store needs to have different configuration settings from your default Loyalty company settings. For example, you want to change the FOH button text at one of your Table Service restaurants from Assign Member to Frequent Customer. Click Add and then select the store in the Select a Store list box. After selecting the store, click Next and you can go through each tab and make the modifications for the selected store. Adding a store in Loyalty Configuration wizard is not the same as licensing a store. Refer to Site Setup to license a store for Loyalty. To add a store and override the default settings: 1. Select Hosted Solutions Group > Loyalty Configuration. Aloha Loyalty User Guide Page 41

42 Edit 2. Click Add. 3. Select the store in the Store Name column. 4. Click Next. 5. Select the tab to edit and make all changes necessary for that store. Refer to the following procedures for additional information on an individual tab. Configuring the Member Lookup Tab Configuring the Print/Display Tab Configuring the Rewards Tab Configuring the General Tab 6. Click Save, when you are through editing the new configuration settings for the store. To edit your company-wide settings, select Loyalty Company Settings in the list box and click Edit. Refer to Configuring the Member Lookup Tab, for more information. To make changes to individual store settings, select the store in the list and click Edit. You must have adequate security rights to make changes to either a store or your company-wide settings. To edit your company-wide settings, or the override settings for a store: 1. Select Hosted Solutions Group > Loyalty Configuration. 2. Select a store in the Store Name column. To edit your global Loyalty company settings, select Loyalty Company Settings. 3. Click Edit. 4. Select a tab to edit and make your changes. Refer to the following procedures for additional information on an individual tab. Configuring the Member Lookup Tab Configuring the Member Profile Tab Configuring the Print/Display Tab Configuring the Rewards Tab Configuring the General Tab 5. Click Save, when you are through editing the configuration settings. The Member Profile tab is only available when you edit your company settings profile. Delete Select a store in the list and click Delete to remove a store override and reset the store back to the company default settings. To remove a store override: 1. Select Hosted Solutions Group > Loyalty Configuration. 2. Select a store in the Store Name column. 3. Click Delete. 4. Click Yes at the verification prompt. Page 42 Aloha Loyalty User Guide

43 Copy Select a store, or the default company settings, and click Copy to copy the settings. You must have security rights to copy settings from one store to another. To copy store settings to another store: 1. Select Hosted Solutions Group > Loyalty Configuration. 2. Select the store containing the settings you want to copy in the Store Name column. 3. Click Copy. 4. Select the store to which you want to copy the settings in the Store Name column. 5. Click Next. 6. Make any additional changes on the tabs. Refer to the following procedures for additional information on an individual tab. Configuring the Member Lookup Tab Configuring the Print/Display Tab Configuring the Rewards Tab Configuring the General Tab 7. Click Save. 8. Click Yes at the verification prompt to apply the new settings. Selecting a Store When you click Add on the Welcome to the Loyalty Configuration Wizard screen, the Select a Store screen (Figure 10) appears. Figure 10 Select a Store Screen Store Name Contains the stores licensed for Loyalty that do not already have store specific overrides. Store ID Identifies the store using a numeric value. The store ID is the ID number assigned to the store in Site Setup. Aloha Loyalty User Guide Page 43

44 Configuring the Member Lookup Tab There are two required buttons for Front-of-House (FOH) operations in the POS system, Assign Member, and Member Report, and one optional button, Member Information. Use the Member Lookup tab(figure 11) to configure: The button text that appears on the Assign Member and Member Report buttons (Table Service only). The Table Service FOH prompt text that appears when an employee selects the Assign Member button (Table Service only). The Table Service FOH prompt text that appears when an employee selects the Member Report button (Table Service only). The Table Service and Quick Service FOH button and prompt text that appears when an employee selects the Member Information button (optional).. This section covers how to configure the Assign Member and Member Report buttons for Aloha Table Service, and how to configure the Member Information button for both products. Refer to Configuring Aloha POS for Loyalty, for information on how to configure the Assign Member and Member Report buttons for Aloha Quick Service. Loyalty Member Lookup Settings Figure 11 Member Lookup Tab The Loyalty Member Lookup Settings area of the screen enables you to configure the Loyalty Assign Member button for Aloha Table Service. POS button text for assigning a member Designates the text to appear on the FOH button you use to assign a member to a guest check. There are two text boxes and each text box equates to a line on the button. Type the first line of text in Line 1 and the second line of text in Line 2. The default values for Line 1 and Line 2 are Assign Member. Page 44 Aloha Loyalty User Guide

45 POS prompt text for swiping member s Loyalty card Designates the text to appear when the FOH prompts the employee to slide the Loyalty card through the magnetic card reader (mag card reader). The default text is Swipe Member s Card. Exercise caution if the text contains more than 60 characters. You can add line breaks to the text by using \n before the 30th character, so that all text displays on the FOH. Require Loyalty member card to be swiped and disallow manual entry unless approved by a manager Indicates you want to force your employees to slide all Loyalty member cards across a mag card reader. If an employee attempts to manually enter a card number, they encounter a FOH prompt that requires manager approval. Allow Members to Use Other Forms of ID The Allow Members to Use Other Forms of ID area of the screen enables you to configure the Member Information button for Aloha Table Service and Aloha Quick Service. You only need to configure this button if you want to allow your employees to look up a member using an alternate form of ID, such as their driver s license or phone number, in the case where the member does not have their Loyalty card with them. Allow Members to Use other Forms of ID Activates the Member Information button in the Aloha POS FOH screen. When an employee selects this button, a searchable profile information screen appears allowing the employee to search the Loyalty database using criteria other than the member s Loyalty card number. You determine the criteria by which the employee can search using the Member Profile tab. Selecting this option enables the following text boxes: POS button text for entering member s other form of ID Designates the text to appear on the FOH button you use to access a searchable profile information screen. There are two text boxes, and each text box equates to a line on the button. Type the first line of text in Line 1 and the second line of text in Line 2. The default values for Line 1 and Line 2 are Member Information. POS prompt text for entering member s other form of ID Designates the text to appear in the prompt to slide the Loyalty card through the mag card reader. The default text is Enter Member Information. Exercise caution if the text is more than 60 characters. You can break the text by using \n before the 30th character, so that all text appears on the FOH. POS Loyalty Report Button The POS Loyalty Report Button area of the screen enables you to configure the Loyalty Member Report button for Aloha Table Service. POS button text for Loyalty report Designates the text to appear on the FOH button for the Loyalty member report in Aloha Table Service. Type the first line of text in Line 1 and the second line of text in Line 2. The default values for Line 1 and Line 2 are Member Report. To configure the Member Lookup tab: 1. Type the text to appear on the FOH button used to assign a member to a guest check. If you are using Quick Service, you define your POS button text in Panel Editor. Refer to Adding the Assign Member Button in Configuring Aloha POS for Loyalty for information on creating the assign member button in Aloha Quick Service. Aloha Loyalty User Guide Page 45

46 2. Type the FOH text used to prompt the employee to assign the Loyalty member to a guest check. 3. Select Require Loyalty member card to be swiped and disallow manual entry unless approved by a manager, to force the employee to enter Loyalty cards using a mag card reader. 4. Select Allow Members to Use other Forms of ID to enable your employees to look up members using another form of identification. Steps 4 through 6 applies to both Aloha Table Service and Aloha Quick Service. 5. Type the FOH text used to prompt for an alternate form of ID. 6. Type the text to appear on the FOH button used to look up a member using an alternate form of ID. 7. Type the text to appear on the FOH Loyalty report button. If you are using Quick Service, you define your POS button text in Panel Editor. Refer to Adding the Member Report Button in Configuring Aloha POS for Loyalty for more information. 8. Select the Member Profile tab to continue the configuration, if necessary. Configuring the Member Profile Tab The Member Profile tab (Figure 12) enables you to configure the information that is required on the Enter Member Profile Information screen in the Loyalty Member wizard, the information that a member can use as an alternate form of identification, and the information that appears on the POS system when searching for a member using an alternate form of identification. If you are making changes to the profile of a store, the Member Profile tab is unavailable. The tab is comprised of five columns, the first column contains a list of all available member profile options in alphabetical order. The last four columns contain check boxes from which you select the information to collect for your loyalty program. Figure 12 Member Profile Tab Default Member Profile Fields Indicates the member profile options that appear on the Enter Member Profile Information screen in the Loyalty Member wizard and on the Profile/Bonus Plan Balance page, if you are using MemberLink. Page 46 Aloha Loyalty User Guide

47 Required Member Profile Fields Contains all available member profile options. Selecting an option indicates you must enter the information on the Enter Member Profile Information screen in the Loyalty Member wizard and the Profile/Bonus Plan Balance page in the MemberLink Web site. The system denotes required options with a red asterisk on the Member Profile Information screen and Member Profile section in MemberLink, you cannot save the member profile until all required fields contain valid information. Card Type and Card Number are required; therefore, you cannot disable them and they are always selected. Use caution when designating required fields; some members may not want to give out personal information, such as company name and drivers license number. The fields you enable in this column become available to use as a security validation field for Member- Link. You define the actual field used for security validation in the Card Setup wizard on the Loyalty Settings tab in Card numbers that don t require epin validation use the member profile security validation of. Other Member Profile IDs Indicates the alternate forms of ID you can use to assign a Loyalty member to a guest check. For example, you can allow a member to use their telephone number when assigning them to a guest check. Select only the member profile options that you want to allow as alternate forms of identification, such as Drivers License, or Phone #. Do not select options that contain generic information, to prevent the system from returning large numbers of records. If the returned set of records is too large, the POS system displays a message to redefine the search criteria. Display on POS Look-up List Indicates the Member Profile options that appear on the POS when an employee looks up a member using an alternative form of ID. For example, you look up a member with the last name of Doe, and the POS displays a list of all members with the last name of Doe. This column determines the extra information that appears on the screen to further identify this member to you, such as first name and telephone number. You should select information that enables you to identify the correct member, such as last name, first name, and phone number. Select from the following member profile options: Member Profile Information Anniversary Date Birth Date Card Number Card Type City/Town/Suburb Company Country Address First Name Last Name/Surname Other Phone # Description Enables you to enter an anniversary date for the Loyalty member. This is typically a wedding or other special occasion. Enables you to enter the date of birth for the Loyalty member. Enables you to enter the unique 14-digit Loyalty card number assigned to the member. Enables you to select the type of Loyalty card from a drop-down list. Enables you to enter the city where the Loyalty member lives. Enables you to enter the company where the Loyalty member works. Enables you to enter the name of the country where the Loyalty member resides. Enables you to enter the address of the Loyalty member. Enables you to enter the first name of the Loyalty member. Enables you to enter the last name of the Loyalty member. Enables you to enter a secondary phone number for the Loyalty member, such as a cell phone, or work number. Aloha Loyalty User Guide Page 47

48 Member Profile Information Phone # Postal Code State/Region/Province Street 1 Street 2 Description Enables you to enter the primary phone number of the Loyalty member. Enables you to enter the zip code or international zip code of the Loyalty member. Enables you to enter the state where the Loyalty member lives. Enables you to enter the mailing or street address of the Loyalty member. Enables you to enter any additional street information, such as suite number or apartment number. Your company can define up to ten additional options on the General tab that appear in the list with an asterisk and in alphabetical order. Because these fields are defined by your company, the list above does not include any company-defined fields. Defining your own options enables you to collect additional information about your members that is important to your business. For example, you can collect information about a favorite wine, dessert, or sports team. The options that you define on the General tab display in the list with an asterisk. Print Sign-up Voucher upon Card Activation Indicates the sign-up voucher you create on the Creating a Sign-up Voucher screen prints the first time the card number gets assigned to a guest check. Selecting Print Sign-up Voucher upon Card Activation enables the Print Sign-up Voucher until Member Information is Entered check box. If you want to use a preprinted voucher, you are responsible for creating it in an external application and having it printed. To create a sign-up voucher that prints when a Loyalty card is activated, click to display the Creating a Sign-up Voucher screen. You must type the text you want to collect on the sign-up voucher in the Custom Text text box. Refer to Creating a Sign-up Voucher for complete instructions on customizing a sign-up voucher. Print Sign-up Voucher until Member Profile Information is Entered Indicates you want to print a sign-up voucher each time the card gets used until you enter the member profile information on the Enter Member Profile Information screen in the Loyalty Member wizard. The voucher continues to print until you enter additional information about the member on their profile other than their card number. If you just add their name, and not their address, the system no longer prints the voucher. To configure the Member Profile tab: 1. Select the member profile options you want to enable on the Enter Member Profile Information screen in the Loyalty Member wizard. 2. Select the member profile options in the Required Member Profile Fields column that you want to denote as required on the Enter Member Profile Information screen in the Loyalty Member wizard. 3. Select the member profile options that you want to use as an alternate form of ID in the Other Member Profile IDs column. Your employees use these options to look up a member who does not have their card. 4. Select the member profile options to appear on the FOH when an employee looks up a member in the FOH in the Display on POS Lookup List column. Select options that enable your employees to identify a member quickly. For example, you may want to include Phone Number and Street Name. Page 48 Aloha Loyalty User Guide

49 5. Select Print sign-up voucher card upon activation to enable the POS system to print a sign-up voucher. To create the sign-up voucher, click ; otherwise, continue to Step 7. Refer to Creating a Sign-up Voucher, for more information. 6. If you selected Print sign-up voucher card upon activation in Step 5, you can select Print signup voucher until member profile information is entered, to continue printing the sign-up voucher until you enter the member profile. 7. Select the Print/Display tab to continue with the configuration, if necessary. Creating a Sign-up Voucher If you want to print a sign-up voucher when you activate the card, select Print Sign-up Voucher upon Card Activation on the Member Profile tab and click to create your sign-up voucher. A sign-up voucher contains a predefined heading that includes the store name, store address, store phone number, guest table number, check ID, server name, time, and card number. Do not type in the custom text box, unless you want to print a voucher when a card gets activated. If you are supplying your own sign-up vouchers, do not select Print Sign-up Voucher upon Card Activation. Refer to Figure 13 for an example of the Create Sign-up Voucher screen. Keywords Figure 13 Create Sign-up Voucher Screen Select Keywords from the drop-down list to display a list of all available keywords for your sign-up voucher. A keyword enables you to dynamically populate the sign-up voucher with customer specific information. For example, Store Name returns the name of the store where the member is signing up for the frequency program. Aloha Loyalty User Guide Page 49

50 Font Settings Select Font Settings in the drop-down list to display a list of font settings for your sign-up voucher. By default, text displays as left justified, normal, and in black on the sign-up voucher. You can change these settings; however, your printer must support the new settings. Printers that do not support the new settings ignore the settings and print in the default black font. Select a font setting and click Definition to obtain more detail about the font setting. Definition Select a Keyword or Font Setting in the list and click Insert Select a Keyword or Font Setting in the list and click to view a detailed definition. to add it to the custom text. Custom Text Designates the custom text to print on every voucher. Any text you type prints on every voucher. Your sign-up voucher retains any manual line break you enter in the text box. Use keywords to dynamically insert text in the sign-up voucher. You can manually type your keywords or font settings in the text by enclosing them with the % character. If you insert the keyword or font setting in the text, it automatically inserts it at the end of the text, regardless of where you place your cursor. To create a sign-up voucher: 1. Select Print sign-up voucher upon card activation on the Member Profile tab. 2. Click. The Create Sign-up Voucher screen appears. 3. Place your cursor where you want to enter your custom text and type your text. Because all vouchers print with a predefined header, any text you enter prints after the header text. Use keywords and font settings to add a more personal touch to the sign-up voucher. 4. Click Save, after completing your custom sign-up voucher, to return to the Member Profile tab. Page 50 Aloha Loyalty User Guide

51 Configuring the Print/Display Tab Use the Print/Display tab to configure the information that prints on the guest check or Loyalty voucher, and the FOH screen. (Figure 14) POS Print and Display Options Figure 14 Print/Display Tab Select the options you want to print on the guest check, or Loyalty voucher. When you select an option, an example appears in the Example Text window to the right. Member Name Indicates you want the member name to appear on the guest check or Loyalty voucher. Loyalty uses the member name entered on the Member Profile screen. If you have not entered a name for the member, Valued Member appears in place of a name. Card Type Indicates you want to include the card type on the guest check or Loyalty voucher. The card type determines the functionality of a specific card. When you create a card type in the Configuring Aloha Loyalty and Stored Value Card Setup wizard, you assign it specific characteristics, such as the card prefix and whether the card is an Stored Value, Loyalty card, or combination Stored Value and Loyalty card. You must be licensed for both Loyalty and Stored Value to make a combination card. Card Number Indicates you want to include the member s card number on the guest check or Loyalty voucher. The card number uses the masking rules defined in the Mask Profile Information on POS and Insight settings. Credit Earned for Current Visit Indicates you want to include the bonus plan name, amount of credit, and plan type on the guest check or Loyalty voucher. For example, Aloha Cafe Breakfast Club - 14 points, where Aloha Cafe Breakfast Club is the name of the bonus plan followed by the amount of credit earned by the guest. Aloha Loyalty User Guide Page 51

52 The following table shows examples of the text that prints when you select Credit Earned for Current Visit. Bonus Plan Type Description Example Text Currency-Based Spent Jazz Cafe Spent Frequency-Based Visits Jazz Cafe-5 Visits Items-Based Items Jazz Cafe-14 Items Points-Based Points Jazz Cafe-25 Points Lottery-Based Jazz Cafe Lottery odds of winning-1 in 15 (Prints only if you receive a bonus.) Occasion-Based Birthday Lunch available-07/14/2005 If the Loyalty member is currently enrolled in an occasion-based bonus plan, the bonus plan name and the date or range of dates for which the member is eligible for a reward appear on the guest check and FOH screen. For example, Birthday Lunch available-07/14/2005. If the member did not provide a birth date, Not Eligible appears on the receipt/voucher. Reward Earned for Current Visit Indicates you want to include the rewards earned for the current visit on the guest check or Loyalty voucher, and FOH screen. For example, Aloha Cafe Breakfast Club - Free Green Eggs and Ham Breakfast. If the Loyalty member does not earn a reward, None prints on the receipt/voucher. Current Balance for Affected Bonus Plans Indicates you want to include the current balance for the bonus plans for which the Loyalty member earned credit on the current transaction. If the member does not earn credit toward a bonus plan in which they are participating, None prints on the receipt/voucher. Current Balance for All Bonus Plans Indicates you want to include the current balance for all bonus plans in which the Loyalty member participates. For example, the member earns credit towards a currency bonus plan but did not earn credit towards the items based plan, the receipt/voucher still prints the status. If you select Current Balance for All Bonus Plans, the Current Balance for Affected Bonus Plans check box is unavailable. Create/Print Custom Member Message Indicates you want to print the custom text that you define in the Create Custom Message dialog box. Click to access the Create Custom Message dialog box. Refer to Creating a Custom Member Message, for steps on how to add a custom message to a guest check or voucher. Print On Use the Print On options to select whether the data selected on the Print/Display tab prints on the guest check or the voucher. Guest Check Indicates you want the data selected on the Prints/Display tab to print on the guest check. This data prints at the bottom of the guest check, which contains the itemized order detail and check total. If you select Guest Check, the member gets a single receipt that includes all information. Page 52 Aloha Loyalty User Guide

53 Voucher Indicates you want the data selected on the Print/Display tab to print on a voucher instead of the guest check. If you select Voucher, the guests receives two receipts, the normal guest check with item detail and a voucher with their Loyalty information and program credit. A voucher contains Loyalty information and does not contain any check detail. Vouchers print as separate receipts and are hard coded to contain the following information: Voucher Data Example Text POS unit name Aloha Jazz Cafe Store Address Anywhere St. Store Address 2 City, State Store Phone Number Table Number Table 21 Check Number POS Employee Name John Time assigned to a check 7:20 pm Mask Profile Information on POS and Insight Use these options to mask sensitive data on the guest check or Loyalty voucher, and FOH Aloha POS screens. When you enable a check box, a read-only example appears to the right of each check box. Credit Card Number Indicates you want to mask all but the last four numbers of the credit card number on the guest check or voucher, and the FOH Aloha POS screens. For example, **********1234. Drivers License Number Indicates you want to mask all but the last four numbers of the drivers license number on the guest check or voucher, and the FOH Aloha POS screens. For example, ****1230 Social Security Number Indicates you want to mask all but the last four numbers of the Social Security number on the guest check or voucher, and the FOH Aloha POS screens. For example, *****1234. Card Number Indicates you want to mask all but the first five and last four numbers of the card number on the guest check or voucher, and the FOH Aloha POS screens. For example, 12345*****2422. To configure the Print/Display tab: 1. Select the options you want to print on the guest check or voucher in the POS Print and Display Options section. When you click an option, you can visually see example text in the text box on the right. 2. Select either Guest Check or Voucher. 3. Select from the following masking options: Credit Card Number Drivers License Number Social Security Number Card Number 4. Select the Rewards tab to continue with the configuration, if necessary. Aloha Loyalty User Guide Page 53

54 Creating a Custom Member Message You can create a customized message to print on your guest checks and vouchers to add a personal touch to your Loyalty program. Personalized messages increase participation in your Loyalty program. The Create Custom Member Message screen enables you to insert keywords and add your own text to a message. You can use different font settings to control the appearance on the custom message, for impact. Refer to Figure 15 for an example of a custom message. Keywords Select Keywords from the drop-down list to display a list of all available keywords for your custom message. A keyword enables you to dynamically populate the guest check or voucher with member specific information. For example, Member First Name returns the member s first name on the guest check or voucher. Font Settings Figure 15 Create Custom Member Message Select Font Settings in the drop-down list to display a list of font settings for your custom message. By default, text displays as left justified, normal, and in black on the message. You can change these settings; however, your printer must support the new settings. Printers that do not support the settings ignore the settings and print in the default black font. Select a font setting and click Definition to obtain more detail about the font setting. Definition Select a Keyword or Font Setting in the list and click Insert Select a Keyword or Font Setting in the list and click to view a detailed definition. to add it to the custom text. Custom Text Designates the custom text to print on every voucher or guest check. Type your custom message in the text box. Any text you type prints on every voucher or guest check. Your message retains any manual line breaks you enter in the text box. Use keywords to dynamically insert text in the message. Page 54 Aloha Loyalty User Guide

55 You can manually type your keywords or font settings in the text by enclosing them with the % character. If you insert the keyword or font setting in the text, it automatically inserts it at the end of the text, regardless of where you place your cursor. Print on Guest Check Indicates you want the custom message to print on the guest check. If you selected pre-defined data elements on the Print/Display tab, those elements print before your custom message on the guest check. Print on Voucher Indicates you want the custom message to print on the voucher. If you selected predefined data elements on the Print/Display tab, those elements print before your custom message on the voucher. To create a custom message: 1. Select Create/Print Custom Member Message on the Print/Display tab. 1. Click. 2. Type your custom text in the Custom Text text box. 3. Insert different keywords from the list to dynamically insert pieces of text into a message. 4. Format your text using font settings to add visual impact if you have a printer that supports font settings that are different from the default settings. 5. Select whether to print on the Guest Check or Voucher. 6. Click Save. Configuring the Rewards Tab Use the Rewards tab to configure: The maximum number of rewards that you can issue on one transaction. The way Loyalty handles a queued reward. The way Loyalty rounds your points-based plans. (Figure 16) Figure 16 Rewards Tab Aloha Loyalty User Guide Page 55

56 Reward Options Use these options to configure: The maximum number of rewards that you can apply to one transaction. The priority of the reward. The order in which to apply the rewards on the guest check. How Loyalty handles rewards, should the guest check exceed the maximum number on a transaction. How Loyalty can queue rewards for future use. A member can participate and earn credit in more than one bonus program on a single visit. For example, a member can participate in a buy five entrees and get one free reward plan, and get a free dessert on your tenth visit reward plan. The member could conceivably be eligible for two rewards on the same visit. You determine the maximum number of rewards a member can receive on a single transaction, and if Loyalty queues any extra rewards until the next visit. Maximum Number of Rewards that can be Applied to a Guest Check in one transaction Contains the maximum number of rewards you can issue to a member on a single transaction. If the member exceeds the number of rewards, you can elect to queue the rewards for future use by selecting Allow Rewards to be queued for Future Visits. To allow your Loyalty member to be eligible for unlimited rewards on a guest check, type the number zero; otherwise, type a positive number in the text box. Apply the Rewards first to check when maximum reward per check threshold is met Indicates the bonus plan reward that gets issued on the check. You can apply a reward based on the priority established in the Bonus Plan Setup wizard, or apply a reward based on when it was earned. For example, the member can only receive one reward per visit. On this particular visit, they earned a free entree on bonus plan A, and a free dessert on bonus plan B, and had a percent off the entire meal reward they earned on a previous visit on bonus plan C. If you issue rewards based on priority, Loyalty checks the priority of the reward established in Bonus Plan wizard and uses that criteria as the deciding factor when issuing rewards. You can select either highest priority or lowest priority. You can also issue the reward based on when the member earned the reward. If you issue rewards based on when they are earned, and select Oldest from the drop-down list, Loyalty checks to see when the reward was actually earned and issues older rewards first. Select one of the following options from the drop-down list: Highest Priority Distributes rewards in ascending order of how they are ranked in the Bonus Plan Setup wizard. Rewards ranked as a 1 get distributed over a reward ranked as a 2. Lowest Priority Distributes rewards in descending order of how they are ranked in the Bonus Plan Setup wizard. Rewards ranked as a 2 get distributed over a reward ranked as a 1. Most Recent Distributes the most recently earned reward first. Bases the rewards earned in ascending order of date/time. Oldest Distributes the oldest earned reward first. Bases the rewards earned in descending order of date/time. Page 56 Aloha Loyalty User Guide

57 Allow Rewards to be Queued for future visits Indicates you want to queue the reward so that a member can receive the reward on another visit. Rounding Options Use these options to configure how Aloha Loyalty rounds rewards. For example, when you use a dollarbased bonus program and a member spends $6.58, you can round up, do not round at all, or round down. If you round up and to the nearest dollar, the member earns $7.00 toward their bonus plan. Rounding Options for Points-Based plans Indicates the rounding method you want to use at your stores. You can select from the following options: Do Not Round Does not round up or down. For example, a member spends $15.56 and they earn points toward their reward. Round Up Rounds up to the nearest decimal point. For example, if you round to the nearest tenth cent and a member spends $15.56, they earn points toward their reward. If you round to the nearest dollar, they receive points toward their reward. Round Down Rounds down to the nearest decimal point. For example, if you round to the nearest tenth cent and a member spends $15.56, they earn points toward their reward. If you round to the nearest dollar, they receive points toward their reward. The Round Up and Round Down options are dependent on the Round to the Nearest Dollar and Round to the Nearest Tenth Cent options. Round to the Nearest Dollar Indicates you want to round your rewards to the nearest dollar. Round to the Nearest Tenth Cent Indicates you want to round your rewards to the nearest tenth cent. For example, spend $12.46 and either round up to $12.50 or round down to $ To configure the Rewards tab 1. Type the maximum number of rewards that Aloha Loyalty can apply to a single guest check in one transaction. 2. Select one of the following reward hierarchies to apply to the check: Highest Priority Lowest Priority Most Recent Oldest 3. Select Allow rewards to be queued for future visits to allow a member to queue an unused reward to receive it at a later date. 4. Select one of the following rounding options for your rewards. Refer to Rounding Options for more information. Do Not Round Round Up Round Down Aloha Loyalty User Guide Page 57

58 5. If you selected either Round Up or Round Down, select to round to the nearest dollar or to the nearest tenth of a cent. 6. Select the General tab to continue with the configuration, if necessary. Configuring the General Tab Use the General tab (Figure 17) to: Configure the system to gather additional information about the member. Determine how many times a member can earn rewards in one day. Configure the number of minutes to hold a connection when the store is using a dial-up ISP. Company-Defined Member Fields Figure 17 General Tab Aloha Loyalty enables you to capture plenty of information about a member so that you can manage your Aloha Loyalty program; however, there are times when you want to know something else about your member. For example, you might want to know their favorite dessert, shirt size, favorite sports team, even college alma mater. You can configure the system to capture up to ten additional pieces of information from the member. Field 1 through Field 10 Designates the labels for the user defined options that can appear on the signup voucher in the Aloha Loyalty Member application and in MemberLink. For example, type T-shirt Size to collect the t-shirt size of the member. Try to make this as descriptive as possible for the member. The names entered here appear on the Member Profile tab and Enter Member Profile Information screen. Additionally, these labels appear on the Profile page in MemberLink. You can configure your company-defined member fields as text boxes in which a member types text, or as a drop-down list in which the member selects answers from a pre-defined list. Page 58 Aloha Loyalty User Guide

59 Free-form text Indicates the company-defined member field is a text box in which the member types their answer. You are at the mercy of a member typing their answer. If you want specific answers from your questions, use the Pre-defined option. For example, you ask Favorite Ice Cream. You can receive many different variations of the word chocolate. If you run a query for chocolate, only members that spelled the word exactly as you are querying appear. If you provide the member with a list, you control the choices for more accurate queries. You can use the additional information you are capturing for your company as an alternate form of identification. For example, if you have an existing loyalty program, you can use Field 1 through Field 10 as a way to allow existing members to use their older cards. Title it a descriptive name, such as Former Card Number. Contact Aloha Insight support for more information on importing existing members into Aloha Loyalty. Aloha Insight support facilitates this process. Be sure to enable this option as an alternate form of ID on the Member Profile tab, so that a member can use their old cards as identification. Pre-defined Indicates you are providing the customer a drop-down list from which to select an answer. The pre-defined answers are a good way to control the data you get from your users. You define the answers by clicking to enter your options in the text box. Type an answer in the text box at the bottom of the screen and click Add. Repeat until you add all possible answers. If you need to delete the text, select the answer in the list and click Delete. After adding your list of possible answers, click Close to return to the General tab. Other Settings Figure 18 Company-defined Profile Field Answers Contains options that enable you to configure how many times you can assign the member to a check before prompting for manager approval, and how long Aloha Loyalty will hold a connection after connecting to the Aloha Loyalty data center. Aloha Loyalty User Guide Page 59

60 Members can be assigned to a check X times per day unless approved by a manager Indicates the number of times you can assign the same Aloha Loyalty member to different checks on a single business day before prompting for manager approval. You can type a number from 0 to 100 in the text box. If you want to assign the Aloha Loyalty member to a check an unlimited number of times, type a zero in the text box. You can use Members can be assigned to a check X times per day unless approved by a manager, to prevent employees from using their own card, or a friend s card, to get bonus points. Deleted members will not count toward max checks per day Indicates deleting the Aloha Loyalty member from a check does not count toward the number of times the member can be assigned to a check. Hold the connection for new transactions X minutes Indicates the number of minutes you want to hold a connection with the Aloha Loyalty data center. You can enter up to 99 minutes; however, you should check with your ISP to determine the amount of time a connection can be maintained without any activity. If you have another transaction within the time frame, the time resets back to zero and starts over. For example, you enter 10 minutes in the Hold the connection for new transactions text box. You authorize an Aloha Loyalty transaction that requires your store to connect to the central database at 12:00 p.m. If you do not have another transaction in the next 10 minutes, the line disconnects. However, in this example, if another transaction occurs at 12:09 p.m., the time resets and does not disconnect until 12:19p.m., barring any further transactions. If you are using Aloha Stored Value, you must enter the same time on the General tab as you do in the Hold the connection for new transaction X minutes text box on the Connection Settings tab. The system verifies the two times are the same. If the times are different, you receive a prompt asking you to verify you want to change the setting. If you select Yes on the Hold Transaction Settings Changed message box, the Gift Card Store Configuration wizard is updated to reflect the number entered here. If you click No, the settings are not saved and you return to the General tab. To configure the General tab: 1. Type the custom text in Field 1, if your are using custom fields. You can define up to ten custom fields. Refer to Company-Defined Member Fields for more information on using custom company fields. 2. Select Free-form text to require the user to enter their answer in a text-box, or Pre-defined to create a list of answers from which the member can make a selection. If you select Pre-defined, click and type an answer in the text box. Click Add and repeat until you add all possible answers. 3. Repeat Steps 1 through 2 until you configure all your company-defined fields. 4. Type the number of times you can assign the Aloha Loyalty member to a check before needing approval from a manager. 5. Select Deleted members will not count toward max checks per day to not include the incidence where you delete the Aloha Loyalty member from a check toward the maximum number of times you can assign the member to a check. 6. Type the number of minutes you want to hold the connection after connecting to Aloha Loyalty to process a transaction. Page 60 Aloha Loyalty User Guide

61 Advanced Bonus Plan Options Use the Advanced Bonus Plan Options tab to determine the bonus plans for which you want the bonus plan status to appear on the POS guest checks and on member reports. These options also control the bonus plans a member is able to view using MemberLink, via the Internet. Refer to Printing a Loyalty Member Report for a sample guest check with the bonus plan status included. You can limit which bonus plans appear on the guest check, or further limit the bonus plan to members from a specific replication group. Replication Groups enable you to control which stores have access to specific bonus plans. You can divide your stores into logical groups by geographical areas or by franchisee owner. The screen provides two list boxes. One list box contains all the bonus plans that you want to appear and the other list box contains all the bonus plans you want to suppress. To prevent a bonus plan from appearing on the guest check or appearing in MemberLink, select a bonus plan in the Bonus Plans Assigned to Display list box and use the arrows to move it to the Bonus Plans Suppressed from Display list box. Figure 19 Advanced Bonus Plan Options Print Bonus Plan information based on Replication Groups When selected, the rewards earned by the customer for the current visit print on their guest check when (1) you add the bonus plan to the Bonus Plans Assigned to Display list and (2) the member uses their card while visiting a store that resides in a replication group assigned to the bonus plan. Scenario: You create two replication groups, the first containing your Texas stores, and the second containing your Colorado stores. You create a bonus plan, and assign the replication group for the Texas stores to the plan. When a Texas customer visits a restaurant in Texas, the bonus plan rewards earned for the visit print on their guest check; however, if the customer visits one of the restaurants in Colorado, the bonus plan status earned in Texas does not appear on the guest check the customer receives in Colorado. Aloha Loyalty User Guide Page 61

62 Print Bonus Plan information based on Bonus Plan merit assigned When selected, the member s bonus plan rewards for the current visit print on the member s guest check when (1) you add the bonus plan to the Bonus Plans Assigned to Display list and (2) the member has earned rewards on the bonus plan. Selecting this option overrides Print Bonus Plan information based on Replication Groups. Page 62 Aloha Loyalty User Guide

63 Configuring Bonus Plans for Aloha Loyalty Use the Bonus Plan wizard to create your bonus plans and rewards for your Loyalty program. A bonus plan refers to how the customer earns credit. For example, you can create a Points-based bonus plan that accumulates points based on the dollars a member spends in your restaurant. When the customer accumulates the predetermined amount of points, they earn a reward, such as a 15% discount on their current check. For a more detailed Bonus Plan wizard overview The Bonus Plan wizard enables you to create the following types of bonus plans: Be My Guest -based The guest earns a reward on their next visit. Currency-based The member earns plan credit for every dollar they spend. Employee Comp-based The employee earns an employee discount on a meal. Points-based The member earns points for every dollar they spend. Items-based The member earns plan credit based on the items they purchase. Frequency-based The member earns plan credit based on the number of visits. Lottery-based The member earns plan credit based on odds, such as every customer has one in x chance at earning a reward. This is not the same as one out of x earns a reward. When you create a bonus plan, you can create a single reward or multiple rewards for the bonus plan. You can create the following types of rewards: Real-Time Discount Automatically applies a promotion or comp to the current member check, when the member reaches a new level. The server or cashier does not have to press any comp or promotion button to apply the discount. Reward Voucher Prints a coupon on a receipt printer that the member can use on their next visit or you can simply print a special congratulatory message to the member. Corporate Issued Sent to the customer by mail at a later date either by corporate or a third party. You can issue rewards, such as jackets, t-shirts, or mugs via a corporate issued reward. Corporate issued rewards are also used for charities and school programs, where corporate might issue a check for $10 to the school band or little league teams for every $100 the member spends. Stored Value Deposit Adds dollars to the member s Stored Value. Customers can use the added dollars as a form of payment the next time they visit the restaurant. Your company must be licensed for Stored Value to use this reward type. You can create a very flexible bonus plan structure and allow your customers to earn extra credit during different times of the day or in different parts of the restaurant. For example, you can double the points earned during a late night happy hour, or during a Monday lunch. Offering additional plan credit on a bonus plan is a bonus plan event. Your bonus plan events are similar to Aloha POS events. You can control the days or date range, the hours or day part in which a bonus event is active, and the revenue center in which a bonus event is active. You can even activate a bonus event based on the item ordered, such as an appetizer or dessert. Aloha Loyalty User Guide Page 63

64 You specify the extra credit in the way of a multiplier. For example, a multiplier of 2 earns double credit, and 3 earns triple credit. You can apply the multiplier to the entire plan credit the member earned on the check, or to just select items on the check. Bonus plans are assigned to Loyalty cards. A card can have many simultaneous bonus plans, or you might choose to activate only a single bonus plan with a card. Refer to Sample Bonus Plan Configurations for more ideas and step-by-step instructions on creating bonus plans. This section contains detailed descriptions of the options in the Bonus Plan wizard. Welcome to the Loyalty Bonus Plan Wizard The Welcome to the Loyalty Bonus Plan Wizard screen displays the names of the active bonus plans created by your company. From this screen, you can add new bonus plans, edit existing bonus plans, copy existing bonus plan settings to a new bonus plan, and delete bonus plans. A bonus plan has a unique name with the defined settings that control when a member receives a reward. You can create one bonus plan, or create multiple bonus plans, and assign them to a card series. When you select Hosted Solutions Group > Loyalty Bonus Plan, the Welcome to the Loyalty Bonus Plan wizard appears with all your active bonus plans. You can sort your active bonus plans using the columns in the list box. Refer to Figure 20 for an example of the Welcome to Loyalty Bonus Plan wizard. Figure 20 Welcome to the Loyalty Bonus Plan Wizard Bonus Plan Name Contains the name of the bonus plan defined by your company. Each bonus plan must have a unique name, such as Aloha Dessert Tour or Aloha Coffee Plan. Type Indicates the type of bonus plan. You select the type of bonus plan on the General tab. You can choose from one of the following types of bonus plans, such as Be My Guest-based, Employee compbased, Frequency-based, Items-based, Points-based, Lottery-based, or Currency-based. Active Indicates the status of the bonus plan. Active bonus plans contain a check mark in the Active column. To make a bonus plan inactive, clear the Active check box. Use caution when making a bonus plan inactive, as it will prohibit customers from earning credit towards the bonus plan. Modified Date Indicates the last date any modifications were made to the bonus plan. Page 64 Aloha Loyalty User Guide

65 Modified By Contains the first and last name of the user who last modified the bonus plan. Show Inactive Bonus Plans Indicates that you want to view your inactive bonus plans along with your active bonus plans in the list box. To activate an inactive bonus plan, select the Active check box in the row of the inactive bonus plan. Add Click Add to add a bonus plan and assign individual characteristics to the bonus plan, such as the type of bonus plan, reward settings, and reset settings. To add a new bonus plan, you must have the Bonus Plan - Add security right assigned to your security class. Refer to Security Class Online Help for more information. Refer to Sample Bonus Plan Configurations for detailed instructions on creating bonus plans. Edit Select a bonus plan in the list box and click Edit to make changes to an existing bonus plan. Once the bonus plan is in use, you should limit the characteristics you edit. Delete Select a bonus plan in the list box and click Delete to delete the bonus plan. If a member has earned credit toward the bonus plan, you cannot delete the bonus plan. Copy Select a bonus plan in the list box and click Copy to copy the characteristics of one bonus plan to a new bonus plan. You must assign the new bonus plan a unique name. Configuring the General Tab Use the General tab to configure the name and bonus plan type. Configuration options vary by the bonus plan selected. For example, when you select an Items-based bonus plan type you have specific options that pertain only to an Items-based bonus plan; however, if you select Lottery-based bonus plan, you receive a Aloha Loyalty User Guide Page 65

66 different set of options. In the following definitions, the bonus plan type associated with the option is in parenthesis to the right of the option name. If it applies to all bonus plans, it is denoted with the word (all). Refer to Figure 21 for an example of the General tab. Active Figure 21 General Tab with Points Options Enabled Indicates an active bonus plan. If you create a new bonus plan, the bonus plan defaults to active. To make the bonus plan inactive, clear the check box. Name (all) Identifies the bonus plan. Type a unique name to identify the bonus plan, such as 200 Point Club. You can type up to 50 characters in the text box. This is the name that identifies the bonus plan on reports and prints on guest receipts; therefore, use a name that is descriptive and customer friendly. You configure the information that prints on guest receipts or vouchers in the Loyalty Configuration wizard. Description (all) Describes the purpose of the bonus plan. Enter an optional description, such as the purpose of the bonus plan, and reward incentives. You can type a description up to 300 characters. The description entered is not used on any of your reports. Bonus Plan Type (all) Indicates the type of bonus plan. The type of bonus plan selected determines how the member earns credit toward a reward. You can select from the following bonus plan types: Be My Guest-based Indicates the bonus plan rewards the guest on their next purchase. For example, you can create a bonus plan that rewards a guest with 100% off on their next visit. Currency-based Indicates the bonus plan rewards the member based on the amount of dollars spent in your restaurant. For example, you can create a bonus plan that rewards the member for every $ they spend. Employee Comp-based Indicates the bonus plan rewards an employee with a comp on their meal purchase. For example, you can create a bonus plan that rewards an employee with a 50% discount on an entree. Page 66 Aloha Loyalty User Guide

67 Frequency-based Indicates the bonus plan rewards the member based on the number of times they visit your store. For example, you can create a bonus plan that rewards the member after they visit your restaurant three times, and then again after five visits. Items-based Indicates the bonus plan rewards the member based on the items they purchase, such as the quantity of items purchased, or you can track the items they purchase and reward the member after they purchase one of every item in a category. Use an Items-based plan to create a beer tour or dessert tour. For example, to emphasize your new dessert menu, create a bonus plan that rewards the customer after they purchase one of every dessert. Lottery-based Indicates the bonus plan rewards the member on an odds-based scale. You can offer your members a one in x chance at earning a reward. For example, you offer a one in 10 chance of winning a free coffee. Keep in mind that each person has a one in 10 chance of winning, so conceivably you could have five members come in and each one win a free coffee. This is not the same as one out of every ten members wins a free coffee. A Lottery-based plan is similar to a slot machine, where each person has the exact same odds of winning. Points-based Indicates the bonus plan rewards the member based on the number of points earned for the amount of money spent, or by the item purchased. For example, you can create a bonus plan that rewards the member a point for every dollar they spend, which is a basic one to one relationship. You can also create a Points-based plan where the member earns 10 points for every appetizer they purchase. With any Points-based plan, you set the number of points it takes to earn a reward. Eligible Items (all) Indicates the items you want to include in the bonus plan. You can elect to include all items in the bonus plan, or select a specific category for the bonus plan. If you select Select Category, you must click and select the item categories included in the bonus plan on the Select Categories wizard. Select one of the following: Select Category Enables you to include specific categories of items on the bonus plan. Use Select Category to limit the items that earn credit toward the bonus plan. For example, you only want to include appetizers in the bonus plan. You add the category that contains the appetizers via the Select Categories wizard. All Items Indicates you want to make all items eligible for the bonus plan. When you create a new bonus plan, All Items is the default selection. If you are not an existing Aloha Insight customer, you must install Loyalty at the store level before you can view your items and categories in this wizard. Start Date (all) Indicates the date the bonus plan becomes effective and a Loyalty member can start earning credit toward the bonus plan. Start Date defaults to the current date. You can enter a date in the future; however, you cannot enter a date in the past. End Date (all) Indicates the date the Loyalty member can no longer earn credit toward the bonus plan. The End Date is optional. If you use an end date, verify it is a date in the future and after the date in the Start Date text box. Aloha Loyalty User Guide Page 67

68 Item Settings The Item Settings options apply to Currency-based, Items-based and Points-based bonus plans. You can use these options to determine the types of items that earn credit toward the bonus plan. Allow Discounted items to count towards rewards (Items-based, Currency-based, and Pointsbased) Indicates you want to allow a discounted item on the guest check, via a promotion or a comp, to apply toward the bonus plan. For example, the member uses a coupon to get 25% off an entree. If you select this option, the discounted entree earns credit on the bonus plan. Use Discount Price for rewards (Items-based, Currency-based, and Points-based) Indicates you want to use the discounted price to count toward the reward. When you select Allow Discounted items to count towards rewards, it enables the Use Discount Price for rewards check box. If you are creating an Items-based bonus plan, this option is not available. Allow modifiers to count toward plan rewards (Items-based, Currency-based, and Points-based) Indicates items ordered as a modifier count toward the bonus plan. For example, the member can add an extra slice of cheese to their burger for an additional fee and the extra price counts toward the bonus plan. Allow Modifiers to count toward plan rewards is the default selection when creating a Currency-based, items based, or Points-based bonus plan. Item only counts once towards plan rewards (Items-based only) Indicates you want to allow an item to count one time toward a bonus plan. If you are creating a bonus plan that requires a member to purchase one of every eligible item, enable this option. For example, your bonus plan requires the member to drink one of every type of beer you sell. This option forces the member to buy at least one of every beer before earning the bonus plan reward. Members cannot accrue credit until their profile is registered Indicates the member does not earn credit toward the bonus plan reward until the member registers their profile. This option does not apply to lottery-based plans. Provide members with X merit type in Credit when they register their profile Indicates the member receives the amount of reward in the text box when they register their profile. The merit type depends on the bonus plan. For example, for a points-based plan, the member might receive an additional 50 points. This option does not apply to lottery-based plans. Use the following table to determine the merit type based on the bonus plan type: Bonus Plan Type Be My Guest Currency-based Frequency-based Items-based Lottery-based Points-based Merit Type Dollars Dollars Visits Items Not applicable to Lottery-based plans. Points Page 68 Aloha Loyalty User Guide

69 Automatically provide members with their next eligible reward... Indicates the system issues the next available reward for which a member is eligible when the member registers their profile. For example, a guest must have 20 points to be eligible for their first reward. The guest accumulates 11 points, registers their profile, and then visits your restaurant again to earn an additional four points, for a total of 15 points; the system adjusts the total to 20 points and issues the reward. If the guest receives a reward prior to the time they register their profile, the system will not issue them the reward again. Plan Settings The Plan Settings options apply to Lottery-based plans and Points-based plans. The options for a Lotterybased plan differ from the options for a Points-based plan. On a Lottery-based plan, you determine the odds of the reward. On a Points-based plan, you select either to use a master points plan, which uses the plans own settings and reset options, or you can combine the points with another bonus plan. Each member will have a 1 in x chance to receive a reward at random (Lottery-based only) Specifies the odds the bonus plan uses for the reward. Type a number in the text box. For example, if you type 5 in the text box, each member that purchases a qualifying item has a one in five chance of winning a reward. This is not the same as one out of every five members earns a reward. Master Points Plan (Points-based only) Indicates the Points-based plan uses the settings you define for the bonus plan and designates the plan as a master plan. A master points plan combines points earned from multiple Points-based plans and counts those points toward a single Points-based reward. For example, you have the Aloha Points Plan that offers a reward for every 1000 points, and this bonus plan is always in effect. You create another bonus plan, the Mauna Loa Points Plan, to coincide with a special event or promotion, but make it available for a limited time. Designate the Aloha Points Plan as the master bonus plan and the points earned on the Mauna Loa Points plan count toward the 1000 point reward threshold. Combine Points with: (Points-based only) Indicates the bonus plan that links to the Master Points Plan. The two Points-based bonus plans can earn points differently; however, they can use the same reward program, reset options, and bonus events. When you combine a points plan with another points plan, the only active tab is the Schedule tab. To combine points with another bonus plan: 1. Select Combine Points with. 2. Answer the prompt. 3. Select another Points-based plan in the drop-down list that is not linked to another plan. Points Settings The Points Settings options enable you to tie the points to an amount of currency spent, or to the number of items purchased. You can use a one-to-one conversion, or you can use a many-to-one conversion, such as 10 points per unit of currency. If you base the number of points on the number of items purchased, and use a one-to-one ratio, a member can purchase one item at $10.00 and earn one point and another member purchase a single item at $5.00. Both members earn the same number of points. Aloha Loyalty User Guide Page 69

70 Points per Unit Currency (Points-based) Indicates you want to use a currency as the basis for your Points-based bonus plan. If you select Points per Unit Currency, you must define at least one currency in the Points Conversion wizard. Refer to Points Conversion wizard for more information on selecting a currency. X Points per X items (Points-based) Indicates the number of points earned is based on the number of items purchased. Members earn the same bonus points for an item that costs $5.00 as they do for a $10.00 item. Selecting a Category The Select Categories wizard enables you to include specific categories of items in the bonus plan. For example, you can select a category that contains your appetizers and limit the bonus plan to the items in the category. The Select Categories wizard appears with all categories available to assign to the bonus plan in the Unassigned Categories list box. Move the categories to the Assigned Categories list box to include the category in the bonus plan. Refer to Figure 22 for an example of the Select Categories wizard. Figure 22 Select Categories wizard Unassigned Categories Contains all available categories configured for your company that you can assign to the bonus plan. The categories appear in alphabetical order. Assigned Categories Contains all active categories assigned to the bonus plan. The categories appear in the order you assign them to the bonus plan. Category Setup You can also create categories in the Category Setup wizard in Aloha Insight. Categories created in Aloha Insight do not necessarily equate to the categories configured in the Aloha POS. If you are not sure of the items in the category, click Category Setup to verify the item(s). Click Category Setup to create and edit your categories in the Category Setup wizard. Page 70 Aloha Loyalty User Guide

71 To assign a category to a bonus plan: 1. Select the category in the Unassigned Categories list box. 2. Use the arrows to move the category to the Assigned Categories list box. 3. Click Next, to return to the Bonus Plan wizard. Defining your Points Conversion Use the Points Conversion wizard to configure the number of points a specific unit of currency earns. Generally, you define the points as a one-to-one ratio. For example, for each monetary unit the member spends, they earn one point. If you support more than one currency in your stores, you can define multiple conversion rates for the bonus plan. Refer to Figure 23 for an example of the Points Conversion wizard. Currency Name Contains the currency name you are converting to points. Points Specifies the number of points earned per the unit of currency. Amount Specifies the amount of currency the member must spend to earn the number of points in the Points column. Add Click Add to display the Points Conversion wizard and add a new currency points conversion. When you add a new currency points conversion, you select the currency and define the number of points per amount spent. To add a currency for points conversion: Figure 23 Welcome to the Points Conversion Wizard 1. Click Add. 2. Select the currency to convert. 3. Type the number of points the currency earns in the first text box. 4. Type the monetary rate in the second text box. For example, in a one-point-per-one dollar ratio, type 1 in each text box. For the member to earn one point per $10.00 spent, type 1 in the first text box and $10.00 in the second text box. 5. Click Save. Aloha Loyalty User Guide Page 71

72 Edit Select a currency points conversion in the list box and click Edit to make changes to an existing points conversion setting. Delete Select a currency points conversion in the list box and click Delete to delete the currency points conversion. You must answer a prompt to verify you want to delete the currency points conversion. Points Conversion Settings You establish the currency and the number of points the member earns for amount of currency on the Point Conversion Settings screen. Refer to Figure 24 for an example of the Points Conversion Settings screen. Currency Indicates the currency to use as the base for the points conversion. Select a currency from the drop-down list. Only currencies not already selected appear in the list. The member earns x point(s) per x Specifies the number of points the member earn per unit of currency. Type the number of points in the first text box and the amount of currency the member needs to spend to earn the number of points in the second text box. Click Save to return to the Points Conversion wizard dialog. You can continue to add additional currency conversion settings, or click Done to return to the General tab. Configuring the Rewards Tab Figure 24 Points Conversion Settings The Reward tab enables you to view all rewards associated with the bonus plan, add new rewards, edit existing rewards, and delete rewards. The columns in the Reward Settings list box are dependent upon the type of bonus plan selected on the General tab. Page 72 Aloha Loyalty User Guide

73 The first column is dependent on the bonus plan type; therefore, the bonus plan type associated with the column heading appears in parenthesis. Refer to Figure 25 for an example of the Rewards tab. Figure 25 Rewards Tab (Frequency-Based Bonus Plan Settings Enabled) Must Spend x Dollars (Currency-based) Contains the amount of currency the member must spend before earning the reward for the reward level. This is the amount in the Reward is earned when the member spends text box on the Reward Settings tab. Specified Occasion (Frequency-based) Contains the number of times the member must visit before earning a reward. This is the number in the Reward is earned every x visits text box on the Reward Settings tab. Must Purchase x Items (item-based) Contains the number of items the member must purchase before earning a reward. This is the number of items in the Reward is earned when the member purchases x items text box on the Reward Settings tab. Points Threshold (Points-based) Contains the number of points the member must earn before earning a reward. This is the number of points in the Reward is earned when the member accumulates x points text box on the Reward Settings tab. Reward Name Contains the name of the reward as in the Reward Name text box on the Reward Settings tab. Reward Type Contains the type of reward as in the Reward Type drop-down list on the Reward Settings tab. Maximum credit per bonus plan: x Dollars (Currency-based) Specifies the maximum dollar amount the member can earn for the bonus plan. Maximum credit per bonus plan: x Items (Items-based) Specifies the maximum number of items that can earn credit on the bonus plan. Aloha Loyalty User Guide Page 73

74 Maximum credit per bonus plan: x Points (Points-based) Specifies the maximum number of points the member can earn for the bonus plan. Add Click Add to access the Reward Level wizard and add a new reward level. You can only define one reward level for a Be My Guest-based bonus plan and Employee Comp-based bonus plan. After you define one reward level, Add is no longer enabled. To add a reward: Edit 1. Click the Rewards tab. 2. Click Add. 3. Type the reward name. For example, 50% off Coupon. 4. Type the reward threshold it takes for the customer to receive the reward in the text box. The name of the text box depends on the type of bonus plan selected on the General tab. 5. Assign a reward priority to the reward, with one being the highest and five being the lowest. 6. Select the reward type and select the appropriate options available with the reward type. 7. Click the Voucher Settings tab to configure your voucher options. 8. Select Print voucher at POS when reward is earned to print a voucher. 9. Click. 10. Type your custom text in the text box, and use the keywords to insert customized pieces of text in your message. Keep in mind this is the message printing on your voucher. Provide enough information to inform the customer they received a reward and customize it to make the customer feel good about earning the reward. 11. After completing your message, click Next. 12. Click Save. 13. Repeat Step 2 through Step 12 to add any additional rewards. If you are configuring a Be My Guest-based, or Employee Comp-based bonus plan, you are limited to one reward per bonus plan. Select a reward level in the list box and click Edit to make changes to the reward level. Modifications made to a reward level take place on the next refresh of data. Delete Select a reward level in the list box and click Delete to delete a reward level. The Delete button is active when you have more than one reward level defined. Defining the Reward Level Settings Use the Reward Level Wizard to configure the bonus plan reward levels. You can create different tiers or levels of rewards for your bonus plans so that a member has a lower threshold on one reward and then stagger to a higher threshold on a larger reward. You define the reward level, the reward name, reward type, and discount settings on the Reward Settings tab. The Voucher Settings tab enables you to define a custom Page 74 Aloha Loyalty User Guide

75 message when a member earns the reward. A real-time discount and an Stored Value Add Value reward type require additional configuration. Refer to Figure 26 for an example of the Reward Settings tab for a Currency-based bonus plan. Bonus Plan Reward Level Settings Figure 26 Reward Settings Tab for a Currency-Based Plan Use the Bonus Plan Reward Level Settings to configure the reward name, reward threshold, reward priority, and reward type. Reward Name Identifies the reward. The reward name does not need to be a unique name and can contain up to 50 alphanumeric characters. Reward is earned when the member spends (Currency-based) Specifies the number of dollars the member must spend to earn a reward. Reward is earned every x visits (Frequency-based and Be My Guest-based) Specifies the number of times the member must visit before earning the reward. The default number for a Be My Guest-based plan is one. Reward is earned when the member purchases x items (Items-based) Specifies the number of items the member must purchase to earn the reward. Reward is earned when the member accumulates x points (Points-based) Specifies the number of points the member must collect before earning the reward. You do not need to define a reward threshold on the Reward Settings tab for a Lottery-based plan. You define the odds of winning on the General tab. Aloha Loyalty User Guide Page 75

76 Reward Priority Indicates the priority of the reward. The priority determines the order of the rewards when a member earns more than one reward on a check. The priority also determines the order the rewards get depleted from the reward queue, when there are multiple rewards in the queue. Refer to the Rewards tab in the Loyalty Configuration wizard, for more information. Reward Type Specifies the type of reward to issue to the member. The reward type you select controls the options that appear on-screen. The Stored Value Add Value reward type is available for licensed Stored Value customers only. If you select Stored Value Add Value, or Real-Time Discount, you must complete the additional options. Choose from the following reward types: Corporate Issued Reward Indicates the member receives the reward from the store or corporate office at a later date. For example, you want to personalize a shirt and send it to the member. Stored Value Add Value Indicates the member receives the reward on their Stored Value. For example, you want to add $10.00 to a member s Stored Value card. Stored Value Add Value is only available if you have a license to use Stored Value. When you select Stored Value Add Value, the options in Stored Value Add Value Settings appear. Real-Time Discount Indicates the member receives the reward on the current guest check. For example, if the member receives 10% off the current bill, the Aloha POS applies a promotion or comp to the current member check automatically. Real-time discounts report like regular comps and promotions, and you can report them in net or gross sales. When you select Real-Time Discount, the options in Real-Time Discount Settings appear. Reward Voucher Indicates the member receives a reward voucher. For example, the member receives a 25% off voucher good for their next visit. A voucher prints separate from the guest check. Members cannot receive this reward until their profile is registered Indicates the cardholder does not receive the reward until they update and register their profile in the MemberLink Web site. All rewards are suppressed until an account is associated with the profile. Selecting Members cannot receive this reward until their profile is registered enables Purge earned rewards due to lack of profile once profile is registered and Issue all retroactive rewards that were earned once profile is registered. Purge earned rewards due to lack of profile once profile is registered Specifies the system purges any prior earned rewards after the member registers their profile. This includes any rewards earned but not issued because the member did not register the profile. Issue all retroactive rewards that were earned once profile is registered Specifies the system issues all rewards earned prior to the member registering their profile at the actual time the member registers their profile, not before. Real-Time Discount Settings The real-time discount settings appear when you select Real-Time Discount in the Reward Type dropdown list. The real-time discount settings enable you to: Define the discount by selecting the comp or promo type. Define the discount as a dollar off amount or percentage off. Page 76 Aloha Loyalty User Guide

77 Specify the items to discount. Comp Type Specifies the comp to use for the real-time discount. The Comp Type drop-down list contains all comps defined in the Aloha POS system. You must select a comp for which the Loyalty Real Time option is enabled. Promo Type Specifies the promotion to use for the real-time discount. The Promo Type drop-down list contains all New Price promotions defined in the Aloha POS system. You must select a promo for which the Loyalty Real Time option is enabled. Amount Settings The amount settings enable you to define either a dollar amount off or percentage off discount on your real-time reward. The amount settings appear when you select Real-Time Discount in the Reward Type drop-down list. Discount Type Indicates the discount type for the reward. Select either Dollars Off or Percent Off from the drop-down list. Discount Amount Specifies the amount of discount for the reward. If you select Percent Off in the Discount Off drop-down list, express the percent off with a decimal. For example, type.10 for 10% off. Limit total discount amounts Indicates you are limiting the discount amount to a pre-determined amount. The system enables the Limit total discount amounts when you select Percent Off in the Discount Type drop-down list. For example, you can limit the discounted amount to $25.00, even when the customer earns a 100% off reward. Item Settings Refer to Setting Up Aloha Promotions and Comps for Aloha Loyalty for additional information on configuring the Aloha POS. If you need additional information on Comps and Promos, refer to the Table Service or Quick Service User s Guide. If you are configuring a Be My Guest-based plan, the default discount type and amount is 100% off. If you are configuring an Employee Comp-based plan, the default discount type and amount is 50% off. The item settings enable you to select the items eligible for a reward and the number of items that can be discounted. Select the items that will be discounted Specifies the eligible items for the reward. You can make all items available for the discount, or make specific categories of items eligible for the discount. The Select the items that will be discounted drop-down list contains the following options: All Items Indicates you want to make all items eligible for the reward. All Items is the default selection when creating a new reward type. Aloha Loyalty User Guide Page 77

78 Select Category Indicates you are limiting the reward to specific categories of items. For example, you only want to discount appetizers on the reward plan. Click to select the category that contains the appetizers, using the Select Categories wizard. Number of items that will be discounted Indicates the number of items discounted on the guest check. For example, you type 2 in the text box, and the guest check contains five items, the system discounts the two highest priced eligible items. If the guest check contains fewer items than the amount entered in the Number of items that will be discounted text box, the system applies the discount to all the items on the guest check. Refer to the following examples and explanations on using the Number of items that will be discounted text box. A member earns $5.00 off of their check. If the amount is not contingent upon the number of items, type a high number in the Number of items that will be discounted text box. A member earns $5.00 off any single item. In this example, you are discounting one item on the guest check; type 1 in the Number of items that will be discounted text box. Real-Time Discount Options The real-time discount options enable you to configure how the system handles a reward when the discount reduces the guest check to a zero balance. If you apply the discount, the guest does not owe money for the guest check. If you do not apply the discount, you can queue the reward for future use, or discard the reward and not issue it to the guest. Discount the eligible items up to the Real-time discount amount Indicates the system applies the reward to the guest check, even when the guest check is less than the reward amount. For example, you offer a $5.00 reward and the guest only purchases $4.00. The system applies the reward to the guest check, thus making the guest check a zero balance. Do not award the Real-time discount Indicates the system does not apply the reward to the guest check when the guest check does not exceed the reward amount. When the guest check is less than the award amount, the system uses the rules established in the Loyalty Configuration wizard on the Rewards tab. The system can queue the reward for future use, or not issue the reward to the guest. Stored Value Add Value Settings The Stored Value add value settings enable you to configure the amount of the reward the member receives on their Stored Value card. You determine the amount of the reward and the store that incurs the charge. Amount Specifies the amount of the reward to add to the Stored Value account. Apply Add Value to: Specifies the store to incur the liability for the amount added to the Stored Value. This is for reporting purposes. Add-value transactions do not affect in-store reports. Select one of the following: Store where the reward was earned Indicates the charge reports against the store where the reward was earned. Page 78 Aloha Loyalty User Guide

79 Selected Store Designates a specific store to incur the liability for the charge. You can designate one store to incur the add value amount. Defining your Voucher Settings Use the Voucher Settings tab to configure a custom message to print when a member receives the reward. If your program has more than one tier, you should create a separate message for each reward in the program. Creating custom messages adds a personal touch to your frequency program, which increases participation. You can print barcodes on vouchers that enable your customer to bring it back as a coupon to redeem on their next visit. For example, you want to reward your customers with a free dessert on their next visit if they spend a pre-defined amount. This is a type of bounce back reward. It encourages repeat business. There are several factors to keep in mind when creating vouchers to print barcodes, first does your printer support barcodes and will your paper have enough room to support longer barcodes. Currently, the Aloha POS supports writing to a barcode on Epson TM 88 printers. You can configure the voucher to print a barcode that Print voucher at POS when reward is earned Indicates you want to print a voucher when the member earns the reward. Selecting Print voucher at POS when reward is earned enables the button. Click and the Create Reward Text wizard appears. Create Custom Member Message Click Create Reward Text wizard. to create the custom voucher text for the reward on the Creating your Reward Text You can create a customized text message to print on your vouchers to add a personal touch to your Loyalty program. The Create Reward Text screen enables you to insert keywords and add your own text to the message. You can also use different font settings to control the appearance of the custom message for Aloha Loyalty User Guide Page 79

80 visual impact. The drop-down list defaults to keywords and enables you to toggle easily between keywords and font settings. Select Font Settings in the drop-down list to view the font settings you can use for your custom message. Refer to Figure 27 for an example of a custom message. Keywords Select Keywords from the drop-down list to display a list of the available keywords for the custom message. A keyword enables you to dynamically populate the guest check or voucher with customer specific information. For example, Member First Name returns the members first name on the guest check or voucher. Font Settings Figure 27 Create Reward Text Screen with Keywords Showing Select Font Settings in the drop-down list to display a list of font settings for the message. By default, your message displays as left justified, normal, and in black on both the guest check and voucher. Using Font Settings, you can bold specific information or make the bonus plan print in red on the voucher or guest receipt. If you use font settings other than the default, your printer must support these settings. If your printer does not support the additional settings, the printer ignores the settings and print in the default black font. Select a font setting and click. Definition Select a keyword or font setting in the list and click Insert Select a keyword or font setting in the list and click to view a detailed definition. to add it to the Custom Text area. Custom Text Designates the custom text to print on every voucher or guest check. Any manual line break you enter in the text box also appears in the message. Use keywords to dynamically insert text in the message. You can manually type your keywords or font settings in the text by enclosing them with the % character. If you insert the keyword or font setting in the text, the system automatically inserts it at the end of the text, regardless of where you place your cursor. Print on Guest Check Indicates you want the custom reward message to print on the guest check. Print on Voucher Indicates you want the custom reward message to print on the voucher. Page 80 Aloha Loyalty User Guide

81 Adding a Custom Message Plan your custom messages to use the name of the member receiving the reward. If the reward is the first reward in a series of rewards, you can let the member know what the next reward is and what it will take to achieve the reward. For example, You have earned a 25% off voucher on your next visit, and you are halfway to a 50% off your entire meal. Thanks for participating and we look forward to seeing you again. To create a custom message: 1. Plan your message in advance. 2. Type the text in Custom Text using the keywords and font settings, where applicable. When you insert a keyword or font setting in the Custom Text text box, the system automatically places it at the end of the text. You can insert different keywords from the list, to dynamically insert pieces of text into a message. You can format your text using the font settings, to add visual impact, if you have printers that support the different font settings. 3. Select either Guest Check or Voucher. 4. Click Next to return to the Voucher Settings tab. Configuring the Schedule Tab The Schedule tab enables you to define the active times, location, and other qualifiers on the bonus plan. For example, you can make a bonus plan active on Monday from 6:00 p.m. to 10:00 p.m. during football season. When you create your bonus plan, you define these special times and days on the Schedule tab. Refer to Figure 28 for an example of the Schedule tab. Activating a Bonus Plan Figure 28 Schedule Tab Use the options in Activate this Plan to define the active days of the bonus plan. The following options generate additional options to the right: Aloha Loyalty User Guide Page 81

82 Daily Weekly Monthly On Member s Daily Indicates the bonus plan is active every day during the active range. You determine the active range for the bonus plan using the Start Date and End Date on the General tab. Weekly Indicates the bonus plan is active on specific days of the week, or every x number of weeks. When you select Weekly, another option appears to the right. Weekly Options Every x Week(s) on: Specifies the weekly interval and the days of the week on which the bonus plan is active. For example, select 1 from the Every Week(s) on drop-down list and select Friday, Saturday, and Sunday as the active days. This makes the bonus plan active every week on Friday, Saturday, and Sunday. To make the bonus plan active every other week, select 2 from the drop-down list. Monthly Indicates the bonus plan is active on a monthly basis. You can make the bonus plan active on a specific date of the month, such as the 15th of every month, or on a specific weekday of the month, such as the first Friday of every month. When you select Monthly, the following options appear to the right. Monthly Options Every x day of every x month(s) Designates the specific date of the month and the monthly interval in which the bonus plan is active. Select the date from the drop-down list in the first text box, and select the monthly interval in the second drop-down list. For example, select 15 in the first drop-down list and 1 in the second drop-down list to make the bonus plan active on the 15th of every month. x x of Every x Month(s) Designates the specific week and weekday of the month, and the monthly interval on which the bonus plan is active. Select a number between 1 and 5 in the first drop-down list, which corresponds to the week of the month. Select the day of the week on which to make the bonus plan active in the second drop-down list. Select a number between 1 and 12 to determine the frequency in months on which to make the bonus plan active in the third drop-down list. For example, to make the bonus plan active on the second Wednesday of every month, select 2 in the first drop-down list, Wednesday in the second drop-down list, and 1 in the third drop-down list. Page 82 Aloha Loyalty User Guide

83 On Member s Indicates the bonus plan is active on a special occasion for the member. The drop-down list includes Anniversary, Birthday, and Sign-Up Date. You can further define the bonus plan by limiting the reward to the specific date only, during the week of the occasion, or the month of the occasion. Select an option in the drop-down list and use the additional options to refine when the member is eligible for the reward. If you select On Member s, you must have the data in Loyalty to reward the member. For example, the member must provide you with the date of their birthday and it must be in their profile data for the member to receive the reward on their birthday. On Member s Options On selected occasion only Indicates the bonus plan is active on the date of the special occasion only. During week of selected occasion Indicates the member is eligible to receive the reward during the week of the occasion. If you select During week of selected occasion, you must determine the time frame within the week the member can receive the reward. Calendar Week Indicates the member can receive the reward during the calendar week of the occasion. 7 Days from selected occasion Indicates the member can receive the reward up to seven days after the occasion. For example, the anniversary is on 7/14, the member can earn the reward from 7/14-7/20. During the month of selected occasion Indicates the member can earn the reward during the month of the occasion. If you select During the month of selected occasion, you must determine the time frame within the month the member can receive the reward. Calendar Month Indicates the member can receive the reward during the entire calendar month of the occasion. 30 days from selected occasion Indicates the member can receive the reward for up to 30 days, starting on the date of the occasion. Bonus Plan Settings The options in Bonus Plan Settings enable you to define the active locations for the bonus plan. The bonus plan is available in: All Stores Indicates the bonus plan is active in all stores licensed for Loyalty. Stores in this Replication Group Indicates the bonus plan is active in the selected replication group. The drop-down list contains all replication groups for your company. If you do not have any replication groups defined, this option is not available. Refer to Replication Group Online Help for more information on creating replication groups. Aloha Loyalty User Guide Page 83

84 Qualify By The Qualify By options enable you to further refine the active times and conditions for the bonus plan. You can limit the bonus plan by: Day Parts Revenue Centers Hours Order Modes The Qualify By options contain two different categories of options, one affects the check and the other affects the items on the check. This bonus plan will only affect checks in the following: Day Parts Indicates you are qualifying eligibility by the day part. For example, you can make a bonus plan available only at specific times of the day, such as lunch or late night, to increase traffic. Click to select the eligible day parts. If you select Day Parts, you cannot select Hours. Revenue Centers Indicates you are qualifying bonus plan eligibility by revenue center. For example, you can limit the bonus plan to specific revenue centers, such as your bar area or patio. Click to define the revenue centers that qualify for the bonus plan. The bonus plan will only affect items in the following: Hours Indicates you are qualifying items in the bonus plan by the hours in which a guest orders the item. For example, you limit the bonus plan to items ordered during late night hours. Click to define the hours of eligibility. Order Modes Indicates you are qualifying the items on the bonus plan by order mode. For example, you can limit the bonus plan to only items that are in the Dine-in order mode and exclude items that are To-Go. Click to define the eligible order modes. Page 84 Aloha Loyalty User Guide

85 Selecting Day Parts The Select Day Parts screen enables you to limit your bonus plan or bonus event to a specific time of the day. All available day parts appear in the Unassigned Day Parts list box. Move the day parts for use in qualifying the bonus plan from Unassigned Day Parts to Assigned Day Parts. Refer to Figure 29 for an example of the Select Day Parts screen. Unassigned Day Parts Contains all available day parts configured for your company. The day parts appear in alphabetical order. Assigned Day Parts Designates the active day parts assigned to the bonus plan or bonus event. The day parts appear in the list box in the order you assign them to the bonus plan or bonus event. To assign a day part: Figure 29 Select Day Parts 1. Select the day part in the Unassigned Day Part list box. 2. Use the arrows to move the selection to the Assigned Day Part list box. 3. Click Next, to return to the prior screen. Aloha Loyalty User Guide Page 85

86 Selecting Revenue Centers The Select Revenue Centers screen enables you to limit the bonus plan or bonus event to specific areas of your restaurant. All available revenue centers appear in the Unassigned Revenue Centers list box. Move the revenue centers for use in qualifying the bonus plan from Unassigned Revenue Centers to Assigned Revenue Centers. Refer to Figure 30 for an example of the Select Revenue Centers screen. Unassigned Revenue Centers Contains all available revenue centers configured for your company. The revenue centers appear in alphabetical order. Assigned Revenue Centers Designates the active revenue centers assigned to the bonus plan or bonus event. The revenue centers appear in the list box in the order you assign them to the bonus plan or bonus event. To assign a revenue center: Figure 30 Select Revenue Centers 1. Select the revenue center in the Unassigned Revenue Centers list box. 2. Use the arrows to move the selection to the Assigned Revenue Centers list box. 3. Click Next, to return to the prior screen. Page 86 Aloha Loyalty User Guide

87 Selecting Bonus Plan Hours The Select Hours screen enables you to limit the bonus plan or bonus event to specific hours of operation. All available hours appear in the Unassigned Hours list box. Move the hours for use in qualifying the bonus plan from Unassigned Hours to Assigned Hours. Refer to Figure 31 for an example of the Select Hours screen. Figure 31 Select Hours Unassigned Hours Contains all available hours for which you can make the bonus plan active. The hours appear in numeric order. Assigned Hours Designates the hours already assigned to the bonus plan or bonus event. The hours appear in the list box in the order you assign them to the bonus plan or bonus event. To assign eligible hours to a bonus plan or bonus event: 1. Select the hours in the Unassigned Hours list box. 2. Use the arrows to move the selection to the Assigned Hours list box. 3. Click Next, to return to the prior screen. Aloha Loyalty User Guide Page 87

88 Selecting Order Modes The Select Order Modes screen enables you to limit the bonus plan or bonus event to specific order modes in your restaurant. All available order modes appear in the Unassigned Order Modes list box. Move the order modes for use in qualifying the bonus plan from Unassigned Order Modes to Assigned Order Modes. Refer to Figure 32 for an example of the Select Order Modes screen. Figure 32 Select Order Modes Unassigned Order Modes Contains all available order modes configured for your company. The order modes appear in alphabetical order. Assigned Order Modes Designates the active order modes assigned to the bonus plan or bonus event. The order modes appear in the list box in the order you assign them to the bonus plan or bonus event. To assign an order mode to a bonus plan or bonus event: 1. Select the order mode in the Unassigned Order Mode list box. 2. Use the arrows to move the selection to the Assigned Order Mode list box. 3. Click Next, to return to the prior screen. Page 88 Aloha Loyalty User Guide

89 Configuring the Reset Options Tab Use the Reset Options tab to select the reset option that determines when the bonus plan starts over. The reset options that appear depend on the bonus plan type selected on the General tab. If your company queues rewards, you can optionally reset the rewards a member has in the queue. Refer to Loyalty Configuration wizard for more information on configuring queued rewards. Refer to Figure 33 for an example of the Reset Options tab. Reset Options Select one of the following reset options: Figure 33 Reset Options tab Reset plan when member receives reward Indicates the bonus plan resets when the member receives the reward. If the plan has multiple tiers, the plan resets when the member achieves the last level reward. Reset plan every year on Indicates the bonus plan resets on a specific date every year. For example, if a bonus plan revolves around the college football season, select a date in January to reset the plan. This resets the plan for all members. Reset plan every x days after member sign-up date Indicates the bonus plan resets x number of days after the member signs up for Loyalty. Loyalty determines the sign-up date for the member using the date the first time the member used or activated the card. Reset plan every x days after plan start date Indicates the bonus plan resets x number of days after the bonus plan start date. Loyalty uses the start date defined on the General tab. Never reset plan Indicates the bonus plan never resets. After the member receives the bonus plan reward, they continue to accrue credit for the plan; however, the member does not receive another reward. Reset queued rewards Indicates all queued rewards for the member are reset when this bonus plan is met. Reset queued rewards applies only if you are queuing your rewards. Refer to Loyalty Configuration wizard for more information on configuring queued rewards. Aloha Loyalty User Guide Page 89

90 Reset Options for Be My Guest-based Bonus Plans The following options enable you to determine when a Be My Guest-based plan resets. Selecting Limit total discount amounts on the Reward Setting tab enables the Member can use card until total discount amount is reached option. Member can only use card once Indicates a member can receive the Be My Guest-based reward once. Member can use card until total discount amount is reached Indicates a member can continue receiving a reward until they reach the amount defined in Limit total discount amounts on the Rewards Settings tab. Members can no longer receive rewards X days after card is activated with this Bonus Plan Indicates the card expires after the number of days entered in the text box. For example, you want to expire cards 60 days after you activate each individual card. This expiration date applies to when you activate the actual card and not the series. If card was activated on March 1 it would expire in 90 days. But card gets activated on April 1, this card would expire 31 days after the first card. Reset Options for Employee Comp-based Bonus Plans The following options enable you to configure when your Employee Comp-based bonus plans reset. Selecting Limit total discount amounts on the Reward Setting tab enables Employee can use card until total discount amount is reached. For example, you can create an Employee Comp-based plan that allows the employee to receive up to $50.00 each month in discounts. When the employee reaches the $50.00 limit during the month, the discount is no longer available. Each month, the plan resets to zero and the employee can begin receiving discounts again. Employee can use card anytime Indicates the employee receives the discount every time the employee uses their card. Employee can use card until total discount amount is reached Indicates the employee can continue to receive the discount until they reach the amount defined in Limit total discount amounts on the Rewards Settings tab. When you select Employee can use card until total discount amount is reached, you can configure when the amount resets. Reset total discount amount every Indicates the amount resets per the defined interval. Depending on the interval you select, you may need to define additional generated options. Options, such as Company Week, Fiscal Periods, and Pay Periods are defined in Company Setup; these options generate an additional button that you can click to view or edit the changes in Company Setup. Month Resets the Employee Comp-based bonus plan on the first of each calendar month. Company Week Resets the Employee Comp-based plan on the first day of the company week defined in Company Setup. Click Company Week Setup to view or edit your company week calendar in Company Setup. Day Resets the Employee Comp-based plan at the beginning of each day. Page 90 Aloha Loyalty User Guide

91 Fiscal Period Resets the Employee Comp-based plan at the start of each fiscal period defined in Company Setup. Click Fiscal Period Setup to view or edit the fiscal periods for your company. Pay Period Resets the Employee Comp-based plan at the start of each pay period defined in Company Setup. Click Pay Period Setup to view or edit your pay periods in Company Setup. Visit Resets the Employee Comp-based plan after each visit. Week Resets the Employee Comp-based plan on Sunday of each calendar week. Year Resets the Employee Comp-based plan on January 1 of each year. Rollover remaining discount amount to next interval Indicates any leftover amount not used carries over to the next discount interval. Rollover remaining discount amount to next interval becomes enabled when you select a qualifying interval in the Reset total discount amount every check box. Configuring the Bonus Events Tab Bonus events enable a member to earn additional credit toward a bonus plan through a bonus event. For example, you want to give members extra credit for coming in during your late night happy hour. You can double the reward, or even triple the reward. This enables you to offer special promotions to your members and generate traffic in your restaurant during slow times. It also enables you to offer bonus event promotions when you change your menu, or add new items to the menu. Bonus events do not work with plans in which you select the option Items only count once toward plan rewards on the General tab, such as Lottery-based plans or tour style Items-based plans. Click the Bonus Events tab, to view the bonus events configured for the current bonus plan. Bonus events are specific to a bonus plan. You must create a bonus event for each bonus plan. Refer to Figure 34 for an example of the Bonus Event tab. Figure 34 Bonus Events Tab Aloha Loyalty User Guide Page 91

92 Bonus Events The Bonus Events list box contains the bonus events for the current bonus plan. Bonus Events Name Contains the name of the bonus event. You define the name of the bonus event on the Bonus Event Settings tab. Active Indicates the status of the bonus event. Active bonus events contain a check mark in the Active column. To make a bonus event inactive, clear the Active check box. By default, inactive bonus events do not appear in the Bonus Event list box. Modified By Indicates the name of the employee who last modified the bonus event. The column updates each time a user modifies the bonus event. Show Inactive Bonus Events Indicates you want to view your inactive bonus events for the bonus plan. You can deactivate a bonus event by clearing the check mark in the Active column. Add Click Add to access the Bonus Events Settings wizard and add a new bonus event to the bonus plan. You assign the individual characteristics to a bonus event, such as name, start and end dates, multiplier for the bonus event, and schedule. Edit Select a bonus event in the Bonus Event list box and click Edit to make changes to an existing bonus event. When you make changes to a bonus event, the update goes into effect the next business day. Delete Select a bonus event in the Bonus Event list box and click Delete. Selecting a bonus event activates the Delete button. After you click Delete, you must answer a confirmation prompt that verifies you want to delete the bonus event. Copy Select a bonus event in the Bonus Event list box and click Copy. Selecting a bonus event enables the Copy button. When you copy the bonus event settings to another bonus event, you must give the new bonus event a new unique name. Defining the Bonus Event Settings Use the Bonus Event Settings tab to configure the name of the bonus event, active dates, active stores, and the multiplier for the bonus event. You can define the multiplier for the event and the schedule. For example, you can give double credit to a member who visits your restaurant during off peak hours, or sits in a particular location of your restaurant. You can also create a replication group that includes specific stores that are low-performing, and create a bonus event that drives revenue to those stores to increase business. Page 92 Aloha Loyalty User Guide

93 Refer to Figure 35 for an example of the Bonus Event Settings tab. Active Indicates the status of the bonus event. When you create a new bonus event, by default the bonus event is active. To make the bonus event inactive, clear the check box. Name Identifies the bonus event. Bonus events are specific to a particular bonus plan and each bonus event name must be unique. You can type up to 50 characters in the text box. Voucher Text Indicates you want to print a voucher at the store when a member receives a bonus event. If you select Voucher Text, you must define a message using the Create Reward Text wizard. Refer to Create Reward Text for more information on customizing messages. Start Date Designates the starting date for the bonus event. Each bonus event requires a start date. The start date cannot begin before the bonus plan start date or after the bonus plan end date. End Date Designates an optional ending date. The ending date must occur after the bonus event start date. Bonus Event Multiplier Figure 35 Bonus Event Settings Tab Use the options in the Bonus Event Multiplier section to enter the number of times by which a credit gets multiplied on the bonus event. Aloha Loyalty User Guide Page 93

94 Multiply member credit by x for qualified purchases during the bonus event schedule Contains the number by which the bonus event multiplies the earned credit. For example, if the member earns 20 points and the multiplier is two, the member earns 40 points when they meet the bonus event qualifier. The type of bonus plan you are configuring dictates the type of number you can type in the text box. Refer to the following table: Bonus Plan Type Whole Number Fractional Number Currency-based Frequency-based Items-based Lottery-based Points-based X X X Not applicable to Lottery-based plans. X For example, you can multiply the bonus event by 2.25 on Currency-based and Points-based plans, but not on Frequency-based or Items-based bonus plans. Maximum credit per bonus event: Contains the maximum credit the member can earn during a bonus event. Bonus Event Settings The bonus event settings enable you to define the active locations for the bonus event. Activate bonus event in: All Stores Indicates the bonus event is active in all stores licensed for Loyalty. Stores in this Replication Group Indicates the bonus event is active in the selected replication group. The drop-down list contains all replication groups for your company. If you do not have any replication groups defined, this option is not available. Refer to Replication Group Online Help for more information on creating replication groups. Page 94 Aloha Loyalty User Guide

95 Configuring the Bonus Events Schedule Tab Use the Bonus Event Schedule tab to define the active schedule and qualify the bonus event by day parts, revenue centers, hours, categories, and order modes. For example, you can make a bonus event active on Monday from 6:00 p.m. to 10:00 p.m. and qualify it by the revenue center, such as your bar area or patio area. Refer to Figure 36 for an example of the Bonus Event Schedule tab. The following example displays the additional selections associated with Weekly. Activate this Plan Use the options in Activate this Plan to define the active days of the bonus event. When you select Weekly, Monthly, and On Member s, additional options appear on the right. Select one of the following options: Daily Weekly Monthly On Member s Daily Indicates the bonus event is active every day during the bonus plan active range. You determine the active range for the bonus plan with the Start Date and End Dates on the General tab. Weekly Indicates the bonus event is active on specific days of the week or every x number of weeks. When you select Weekly, more options appear to the right. Weekly Options Figure 36 Bonus Event Schedule Tab Aloha Loyalty User Guide Page 95

96 Every x Week(s) on: Specifies the weekly interval and the days of the week on which the bonus event is active. For example, select 1 from the Every Week(s) on drop-down list and select Friday, Saturday, and Sunday as the active days. This makes the bonus event active every week on Friday, Saturday, and Sunday. To make the bonus plan active every other week, select 2 from the drop-down list. Monthly Indicates the bonus event is active on a monthly basis.you can make the bonus event active on a specific date of a month, such as the 15th of every month, or on a specific weekday of the month, such as the first Friday of every month. When you select Monthly, the following options appear to the right. Monthly Options Every x day of every x month(s) Designates the specific date of the month and the monthly interval in which the bonus event is active. Select the date from the drop-down list in the first text box, and select the monthly interval in the second drop-down list. For example, select 15 in the first drop-down list and 1 in the second drop-down list to make the bonus plan active on the 15th of every month. x x of Every x Month(s) Designates the specific week and weekday of the month, and the monthly interval on which the bonus event is active. Select a number between 1 and 5 in the first drop-down list, which corresponds to the week of the month. Select the day of the week on which to make the bonus plan active in the second drop-down list. Select a number between 1 and 12 to determine the frequency in months on which to make the bonus plan active in the third drop-down list. For example, to make the bonus plan active on the second Wednesday of every month, select 2 in the first drop-down list, Wednesday in the second drop-down list, and 1 in the third drop-down list. On Member s Indicates the bonus event is active on a special occasion for the member. The drop-down list includes Anniversary, Birthday, and Sign-Up Date. You can further define the bonus event by limiting the reward to the specific date only, during the week of the occasion, or the month of the occasion. Select an option in the drop-down list and use the additional options to refine when the member is eligible for the reward. If you select On Member s, you must have the data in Loyalty to reward the member. For example, the member must provide you with the date of their birthday and it must be in their profile data for the member to receive the reward on their birthday. On Member s Options On selected occasion only Indicates the bonus event is active on the date of the special occasion only. During week of selected occasion Indicates the member is eligible to receive the reward during the week of the occasion. If you select During week of selected occasion, you must determine the time frame within the week the member can receive the reward. Calendar Week Indicates the member can receive the reward during the calendar week of the occasion. Page 96 Aloha Loyalty User Guide

97 Qualify By 7 Days from selected occasion Indicates the member can receive the reward up to seven days after the occasion. For example, the anniversary is on 7/14, the member can earn the reward from 7/14-7/20. During the month of selected occasion Indicates the member can earn the reward during the month of the occasion. If you select During the month of selected occasion, you must determine the time frame within the month the member can receive the reward. Calendar Month Indicates the member can receive the reward during the entire calendar month of the occasion. 30 days from selected occasion Indicates the member can receive the reward for up to 30 days, starting on the date of the occasion. The Qualify By options enable you to further refine the active times and conditions for the bonus event. You can limit the bonus event by: Day Parts Revenue Centers Hours Order Modes The Qualify By options contain two different categories of options, one affects the check and the other affects the items on the check. This bonus plan will only affect checks in the following: Day Parts Indicates you are qualifying eligibility by the day part. For example, you can make a bonus event available only at specific times of the day, such as lunch or late night, to increase traffic. Click to select the eligible day parts. If you select Day Parts, you cannot select Hours. Revenue Centers Indicates you are qualifying bonus event eligibility by revenue center. For example, you can limit the bonus event to specific revenue centers, such as your bar area or patio. Click to define the revenue centers that qualify for the bonus plan. The bonus plan will only affect items in the following: Hours Indicates you are qualifying items in the bonus event by the hours in which a guest orders the item. For example, you limit the bonus plan to items ordered during late night hours. Click to define the hours of eligibility. Categories Indicates you are qualifying the items in the bonus event by the category of items a guest orders on the guest check. For example, you limit the bonus event to a category of items, such as appetizer. Click to select the eligible categories. Aloha Loyalty User Guide Page 97

98 Order Modes Indicates you are qualifying the items in the bonus plan by order mode. For example, you can limit the bonus plan to only items that are in the Dine-in order mode and exclude items that are To-Go. Click to define the eligible order modes. Selecting Categories The Select Categories screen enables you to limit the bonus event to items within a category. The Select Categories screen appears with all available categories by which you can qualify the bonus event in the Unassigned Categories list box. Move the categories that qualify the bonus event from the Unassigned Categories list box to the Assigned Categories list box. Refer to Figure 37 for an example of the Select Categories screen. Figure 37 Select Categories The guest must purchase x items/dollars from the selected categories below to qualify for the event Contains the number of items or dollars the member must purchase from the categories to qualify for the event. Type the number or amount in the first text box and select either Item(s) or Dollars from the drop-down list. Unassigned Categories Contains all available categories that you can use to qualify the bonus event. Assigned Categories Contains all categories assigned to the bonus event. The categories appear in the list box in the order you assign them to the bonus event. All eligible items for the bonus plan will be multiplied for the bonus event Indicates only items eligible in the bonus plan are eligible for the bonus event. Only items in the bonus event Assigned Categories will be multiplied for the bonus event Indicates items belonging to the categories showing in the Assigned Categories list box are eligible for the bonus event. Page 98 Aloha Loyalty User Guide

99 To assign eligible categories to a bonus event: 1. Select the categories in the Unassigned Categories list box. 2. Use the arrows to move the category to the Assigned Categories list box. 3. Click Next, to return to the Bonus Event Settings wizard. Aloha Loyalty User Guide Page 99

100 Using the Aloha Loyalty Member Wizard The Loyalty Member wizard enables you to search your Aloha Loyalty database, add new members, and edit existing member profile information. To search your Aloha Loyalty member database, use one of the nine filters provided and then you can enter additional information that defines the search. There is even a filter that enables you to search all member information for specific text, such as an area code in the phone number field. For more information on each filter, refer to Searching by Filter. After selecting a filter, and defining your query, click Go to execute the query. Once your filter returns members, you can then view and sort the data in the Member list box, such as by the last time they used their card, sign-up date, and more. Using the Loyalty Member Wizard You can use the Loyalty member wizard to direct a marketing mailer to new members, which is a great way to get your Aloha Loyalty members to return to your stores. For example, you want to send all the members that signed up in the month of May a mailer with a coupon. Select the Member Sign-up Date filter, define the month in the Enter Date Range text boxes, and click Go. After obtaining the results, you can determine which members are using their card by sorting the data by the Last Used column. Next, export the data to your local system, where you can work with the data and import the file to a mail merge program. To access the Aloha Loyalty Member wizard, select Hosted Solutions Group > Loyalty Member. Your access and rights to the functions you can perform in the Loyalty Member wizard depend on your security class settings. Contact your system administrator to edit your security settings. Select Hosted Solutions Group > Loyalty Member to display the Welcome to the Loyalty Member wizard: Figure 38 Welcome to Loyalty Member Screen Page 100 Aloha Loyalty User Guide

101 Searching by Filter When you select a filter, you complete additional criteria to define your search. Each filter has selections that are unique to the filter and enable you to further define your search. For example, when you filter by Card Number you select the card type, and enter a card number range; whereas, when you select Card Last Used, you enter a date range. Your query results display in the list box. To edit a member profile, select the member in the list and click Edit. Refer to Entering a Member Profile, for more information on the Editing a Member screen. To look up detailed history of a member, refer to Using Lookup Member History. If the query exceeds 3000 records, the maximum number, you receive an option to export the file to your local system. Select Filter Contains a list of options to use as filtering criteria when searching the Loyalty member database. Select one of the following filters: Card Last Used Filters by the last time a Loyalty member used their card. When you select Card Last Used, you can enter a date range, or enter a single date for the search range. For example, you can query all the members that used their cards within the last week. This enables you to view the activity level of your customer loyalty program. Adjustments applied through the Member Lookup wizard do not qualify when searching by the Card Last Used filter. The Card Last Used filter determines last used by when the card was applied to a guest check from the POS. Enter Date Range Specifies the date or range of dates the Card Last Used filter uses to search the Loyalty member database. The Card Last Used filter works on past history, and does not accept dates in the future. To search by card last used: 1. Select Hosted Solutions Group > Member Lookup. 2. Select Card Last Used from the Select Filter drop-down list. 3. Type the beginning date and optional ending date in the Enter Date Range text boxes, or click to select a date from the calendar. 4. Click to process the query. Results display in the Member list box. Card Not Used Filters for Loyalty members that have not used their card. You can search for a single date or search by a range of dates. For example, you can search for all Loyalty members that did not use their cards during the Christmas holiday season. This enables you to directly target these Loyalty members with marketing materials for the next holiday season to entice them to come back to your store. Adjustments applied through the Member Lookup wizard do not qualify when searching by the Card Not Used filter. The Card Not Used filter determines not used by when the card was applied to a guest check from the POS. Aloha Loyalty User Guide Page 101

102 Enter Date Range Specifies a date or a range of dates the Card Not Used filter uses to search the Aloha Loyalty database. The Card Not Used filter works on past history, and does not accept dates in the future. To search by card not used: 1. Select Hosted Solutions Group > Member Lookup. 2. Select Card Not Used from the Select Filter drop-down list. 3. Type the beginning date and optional ending date in the Enter Date Range text boxes, or click to select a date from the calendar. 4. Click to process the query. Results display in the Member list box. Card Number Filters for Loyalty members by card number. You select a card type and then enter a single card number or a range of card numbers. This filter enables you to look up a card, or range of cards, without knowing any personal information about the cardholder, and view the history associated with the card numbers. Select Card Type Contains a list of your active Loyalty card types. You define cards in the Card Setup wizard. Enter Card Number Specifies the Loyalty card numbers you want to search. You can search for a specific card number or a range of card numbers. To search by card number, the default selection: 1. Select Hosted Solutions Group > Member Lookup. 2. Select Card Number from the Select Filter drop-down list. 3. Select the type of card from the Select Card Type drop-down list. When you select a card type, it automatically populates the prefix next to the Enter Card Number text box. 4. Type the last nine digits of the card type in the Enter Card Number text box. The leading number corresponds to the five digit prefix assigned to the card in the Card Setup wizard. If the card has leading zeros, you can omit the zeros. For example, for card number , you can type 123 in the text box. 5. If you are looking up a range of cards, type the last number of the range in the second text box. 6. Click to process the query. Results display in the Member list box. Card Type Filters by Loyalty card type. You can select either active or inactive card types from the Select Card Type drop-down list. This is a great way to view all the members participating in a specific loyalty program. Select Card Type Contains a list of your active Loyalty card types. You define cards in the Card Setup wizard. If the card type has a large number of Loyalty members, the resulting query may take a few minutes to process. If you are using Stored Value and Loyalty, only cards that are licensed for Loyalty display in the list. Page 102 Aloha Loyalty User Guide

103 To search by card type: 1. Select Hosted Solutions Group > Member Lookup. 2. Select Card Type from the Select Filter drop-down list. 3. Select the card type from the Select Card Type drop-down list. You define your card types in the Card Setup wizard. When you select a card type, it automatically populates the prefix in the Enter Card Number text box. 4. Click to process the query. Results display in the Member list box. Member Anniversary Filters by the anniversary date of the Loyalty member. You can elect to search by anniversary date, such as a wedding anniversary, or another important date the Loyalty member provides. When you enter your search criteria, you do not have to enter a year. For example, to search for all anniversaries within a month, such as the month of July, type 7/1 in the first text box and type 7/31 in the second text box. The search criteria you enter returns all anniversaries that fall within the month of July, regardless of the year of the anniversary. Enter Date Range Specifies the dates or a range of dates the Member Anniversary filter uses to search the Loyalty database. This filter works on past history, and does not accept dates in the future. To search for a card by member anniversary: 1. Select Hosted Solutions Group > Member Lookup. 2. Select Member Anniversary from the Select Filter drop-down list. 3. Type the beginning date and optional ending date in the Enter Date Range text boxes, or click to select a date from the calendar. 4. Click to process the query. Results display in the Member list box. Member Birthday Filters by the birthday of the Loyalty member. You can elect to search for all Loyalty member birthdays by month, or a range of months. When you enter your search criteria, you do not have to enter a year. For example, to search for all birthdays within a month, such as the month of July, type 7/1 in the first text box and type 7/31 in the second text box. The search criteria you enter returns all birthdays that fall within the month of July, regardless of the year the person was born. Enter Date Range Specifies the dates or a range of dates the Member Birthday filter uses to search the Loyalty database. This filter works on past history, and does not accept dates in the future. To search by member birthday: 1. Select Hosted Solutions Group > Member Lookup. 2. Select Member Birthday from the Select Filter drop-down list. 3. Type the beginning date and optional ending date in the Enter Date Range text boxes, or click to select a date from the calendar. 4. Click to process the query. Results display in the Member list box. Aloha Loyalty User Guide Page 103

104 Member Name Filters by the first or last name of the Loyalty member. To query for a specific member, type the first name and last name in the corresponding text boxes. To filter for a group of members by name, type at least two characters in either the First Name text box or Last Name text box. For example, you may want to search for a Loyalty member that has the last name Smith. If you are positive of the last name, type in Smith and you can view all members with that last name. If you are not positive of the last name, you can type Sm to return all names that start with Sm. The more characters you enter, the more accurate the search and quicker the response. Enter First Name Specifies the first name of the member you are searching. Type at least two characters of the first name to run a search. Last Name Specifies the last name of the member you are searching. Type at least two characters of the last name to run a search. To search by member name: 1. Select Hosted Solutions Group > Member Lookup. 2. Select Member Name from the Select Filter drop-down list. 3. Type either a first name or a last name in the appropriate text box. You are not required to enter both the first and last name to query by Loyalty member name.you can type the first two letters of either name in the text boxes, if you do not know the whole name. The more characters you enter, the more likely you are to get an exact match. 4. Click to process the query. Results display in the Member list box. Member Sign-up Date Filters by the date the Loyalty member became an active member in your rewards program. This filter returns members that were activated at the store, or through the Loyalty Member wizard. Enter Date Range Specifies the dates or a range of dates the Member Sign-up Date filter uses to search the Loyalty database. This filter works on past history, and does not accept dates in the future. To search by member sign-up date: 1. Select Hosted Solutions Group > Member Lookup. 2. Select Member Sign-up Date from the Select Filter drop-down list. 3. Type the beginning date and optional ending date in the Enter Date Range text boxes, or click to select a date from the calendar. 4. Click to process the query. Results display in the Member list box. Search Member Profile Filters by the text you enter in the Enter Search Text text box. The Search Member Profile filter searches all of the member profile fields for the text you enter. Searching all member profile fields may take awhile and can also return some unexpected results. For example, if you search for a phone number, all members with that phone number and members with that exact string of numbers in their Loyalty member number will be returned for the query. Page 104 Aloha Loyalty User Guide

105 Enter Search Text Specifies the search criteria you are using to search the Loyalty database. To search by a text string: 1. Select Hosted Solutions Group > Member Lookup. 2. Select Search Member Profile Data from the Select Filter drop-down list. 3. Type the text string that you are searching in the Enter Search Text text box. 4. Click to process the query. Results display in the Member list box. This type of search may take longer because Search Member Profile Data searches all the member profile fields utilized by your company and can return some unexpected results. For example, if you search for a specific phone number, you could get results back that contain the number in the birth date, or card number. Go Click list box. to initiate the query with the criteria you entered. Results for your query return in the Member Member List Box The Member list box displays your query results by Loyalty member number. To view all the columns in the Member list box, use the scroll bars at the bottom of the list box to view the remaining columns. Click a column to sort the transaction list. For example, click Name to sort the list alphabetically from a to z. Click Name again to sort the list from z to a. Card Number Lists the card number in ascending order. This is the 14-digit card number encoded on the back of the card and unique to the Loyalty member. Name Lists the name of the Loyalty member by last name then first name. Click Name to sort the list by last name alphabetically. If a card number does not have a name associated with it, the Name column remains blank. If you sort by Name, the card numbers that do not have names associated with them yet, sort to the top of the list. Active Lists the status of the Loyalty member. The default view contains only active members. To display a list of inactive members, select Show Inactive Members. Only active members can use their Loyalty card. To inactivate a member and disable their card, clear the Active check box. Making a member inactive toggles the Make All Members Listed Inactive check box beneath the Member list box and disables the Show Inactive Members check box. When you make a card inactive, the Loyalty member can no longer use this card as a Loyalty card. Exercise caution when inactivating cards. The cardholder may experience unexpected results when using their card. However, you can inactivate cards that have been reported lost or stolen. Last Visit Lists the date the Loyalty member last used their card. Members that have never used their card will not have a date listed in the Last Visit column. If you sort by Last Visit, members that have never used their card will sort to the top of the list. Aloha Loyalty User Guide Page 105

106 Sign-Up Date Lists the date the Loyalty member enrolled in the Loyalty bonus plan. Loyalty members become active the first time they are assigned to a guest check in the Front-of-House (FOH), or when you add the member via the Loyalty Member wizard. Card Type Lists the type of card assigned to the user. You define Card Type names in the Card Setup wizard. Birthday Lists the birthday of the Loyalty member. Anniversary Lists the anniversary date, or other special occasion, for the Loyalty member. The anniversary date is typically a wedding anniversary or another special date. The anniversary date is not the date the member signed up for your Loyalty program, which is the Sign-Up Date. Show Inactive Members Indicates you want to view active and inactive Loyalty members in the Member list box. Inactive members do not have a check mark in the Active check box. Make All Members Listed Inactive Indicates that you want to make all the filtered members inactive. The Make All Members Listed Inactive is only available if you opted to inactivate a single member via the Active check box. Selecting this check box will inactivate all member cards returned for the selected filter. Because of the severity of setting all filtered members to inactive, the system requires that you confirm the inactivation. To confirm the inactivation, simply answer Yes to the confirmation prompt. Add Click to add a new Loyalty member via the Entering a Member Profile screen. Typically, you add new members at the store via Aloha POS; however, you may want to activate a card before a member visits your store, as a courtesy. To add a member via Loyalty: 1. Select Hosted Solutions Group > Loyalty Member Wizard. 2. Click. The Entering a Member Profile screen appears. 3. Select the card type from the drop-down list. 4. Type the card number in the text box. 5. Complete all customer information fields denoted with an asterisk. You can use the Tab key on your keyboard to move from one field to the next. For more information, refer to Entering a Member Profile. If you do not complete all fields with an asterisk and click Save, you receive a warning message indicating you have not completed all required fields. 6. Click Save and New to save the completed information and continue adding members to your Loyalty database; otherwise, skip to Step Repeat step 3 through 10 until you add all your members. 8. Click Save to save the Loyalty member information. Page 106 Aloha Loyalty User Guide

107 Edit Select a member in the Member list box, after you have run a successful search, and click to enter new profile information for a member that has recently enrolled in the program. You can also edit and change information about your Loyalty members. For example, you can activate a card for a member at the store, and then collect the member information via an enrollment application or Loyalty sign-up voucher and enter it later in the shift or even another day. In this example, when you are ready to enter the profile information for the member, you select the Card Number filter and enter the card number that belongs to the member for which you are entering profile information. To edit an existing member: 1. Select Hosted Solutions Group > Loyalty Member Wizard. 2. Select a filter query from the Select Filter drop-down list. Complete all additional information that applies to the selected filter. For more information on performing searches, refer to Searching by Filter. If you know the name of the Loyalty member, you can search by Member Name. Otherwise, select the filter that will get you your intended results. 3. Click to process the query. Results display in the Member list box. 4. Select the Loyalty member in the Member list box. 5. Click to edit the Loyalty profile for the member on the Member Profile screen. Make any changes necessary to update the member profile. 6. Click Save. Lookup Select a member in the Member list box and click to access the Loyalty Member Lookup wizard. You can now view detailed information on the member, such as which stores the member has visited, and what bonus plan transactions have been posted for that member. To look up a member in the Member list box: 1. Select Hosted Solutions Group > Member Lookup. 2. Select a filter query from the Select Filter drop-down list. Complete all additional information that applies to the selected filter. For more information on performing searches, refer to Searching by Filter. 3. Click to process the query. Results display in the Member list box. 4. Select the Loyalty member name in the Member list box. 5. Click to access the Loyalty Member Lookup wizard. The Loyalty Member Lookup wizard enables you to: View the history of a Loyalty member. Adjust the bonus plan credit of a Loyalty member. View check level history. Print the history of a Loyalty member. For more information on performing these tasks, refer to Loyalty Member Lookup wizard. 6. Click Close to return to the Member Lookup wizard. Aloha Loyalty User Guide Page 107

108 Export Click to export the data in the Member list box to your local system. The information downloads as a.csv file, which you can open with Excel for analysis and generating mailing lists or lists. becomes active after a successful search. To export a query: 1. Select Hosted Solutions Group > Member Lookup. 2. Select a filter query from the Select Filter drop-down list. Complete all additional information that applies to the selected filter. For more information on performing searches, refer to Searching by Filter. 3. Click to process the query. Results display in the Member list box. 4. Click to export the query in the Member list box. 5. Click Ok to export a comma separated value file. The prompt also provides instructions on saving the file to your local system. 6. Depending on your operating system and browser version, select the appropriate response to save the file to your local system. 7. Browse to the location in which you want to save the report in the Save In drop-down list. 8. Answer the prompts on the Download Complete dialog box. 9. Type the name of the report in the File Name drop-down list. The default name is profile_export.csv. 10. Click Save. 11. If you want to view the report, after the export, click Yes when prompted to open the exported report. Entering a Member Profile You can add new members and edit existing member profile data via the Enter Member Profile screen. This screen enables you to enter information and tab left to right through the screen, similar to a form. This makes it easier to cycle through the fields that you want to enter or edit. Use Edit to enter information on the Member Profile screen, when the member already received the card at a store. For example, when a customer signs up for your Loyalty program at the store, you can enable the card from the POS and allow the member to begin earning rewards. By assigning a card number to a guest check, you activate the card and create a member profile that becomes associated with that card number. When you are ready to enter detailed information on the Member Profile screen, click Edit. Use Add to add cards issued to a member directly from the corporate office. For example, you can assign a Loyalty card to a customer before they visit your store. Page 108 Aloha Loyalty User Guide

109 Click Add or Edit on the Welcome to Loyalty Member screen to access the Enter Member Profile screen, as shown in Figure 39: Enable all Profile Fields Indicates you want to enable all the profile fields on the screen, including the ones that your company does not collect. You can specify the fields you want to collect in the Loyalty Configuration wizard. The default view only enables the fields your company collects and the ones not collected are not enabled. This makes it easier to tab through the screen for data entry. Member Profile Information Figure 39 Enter Member Profile Screen Your company defines the fields they want active in the Loyalty Configuration wizard. Your company can define up to five additional fields to collect other information, such as shirt size. The following table contains a list of fields that you can collect. Using the Loyalty Configuration wizard, you can define which fields are active and required for your company. Depending on your configuration, not all fields are active and not all fields are required. A red asterisk denotes a required field and you must make an entry in the field to save the member information. Field Name Description Card Type Select the type of Loyalty card from the drop-down list. Each five-digit prefix corresponds to a card type defined in the Card Setup wizard. Card Number Specifies the unique 14-digit Loyalty card number assigned to the member. First Name Specifies the first name of the Loyalty member. Type up to 50 alphanumeric characters in the text box. Last Name/Surname Specifies the last name of the Loyalty member. Type up to 50 alphanumeric characters in the text box. Country Specifies the name of the country where the Loyalty member resides. Select the country from the drop-down list. If you select United States, the State/ Region/Province drop-down list auto-populates with the states. Street 1 Specifies the mailing or street address of the Loyalty member. Type up to 50 alphanumeric characters in the text box. Street 2 Specifies any additional street information, such as suite number or apartment number. Type up to 50 alphanumeric characters in the text box. Aloha Loyalty User Guide Page 109

110 Field Name Description City/Town/Suburb Specifies the city where the Loyalty member lives. Type up to 50 alphanumeric characters in the text box. State/Region/Province Specifies the state, region, or province where the Loyalty member lives. If you select United States in the Country drop-down list, the list auto-populates with the states; otherwise, type up to 50 alphanumeric characters in the text box. Postal Code Specifies the zip code or international zip code of the Loyalty member. Type up to 50 alphanumeric characters in the text box. Phone # Specifies the primary phone number of the Loyalty member. Type up to 50 alphanumeric characters in the text box. Other Phone # Specifies a secondary phone number for the Loyalty member, such as a cell phone, or work number. Type up to 50 alphanumeric characters in the text box. Address Specifies the address of the Loyalty member. Type up to 50 alphanumeric or special characters in the text box. Company Specifies the company where the Loyalty member works. Type up to 50 alphanumeric characters in the text box. Birth Date Specifies the date of birth for the Loyalty member. If you enter a year for their birthday, you cannot make the date in the future. Type up to 50 alphanumeric characters in the text box. Anniversary Date Specifies an anniversary date for the Loyalty member. This is typically a wedding or other special occasion. If you enter a year for their anniversary, you cannot make the date in the future. Type up to 50 alphanumeric characters in the text box. Company-Defined Profile Fields You can define up to ten additional fields to capture data on your Loyalty members. For example, you can capture a shirt size, or even their favorite entree. You define these additional fields the General Tab in the Loyalty Configuration wizard. Save and New Click Save and New to save the information on screen and add a new member without returning to the Welcome to Loyalty Member screen. For example, you need to enter profile information for five new members. After entering the data for the first member, click Save and New, and continue entering data on the next member. This allows you enter data quickly and you do not have to navigate to different screens. Save and New is only available when you select Add on the Welcome to Loyalty Member screen. Using Lookup Member History The Loyalty Member wizard enables you to search for members using different filter criteria and then view detailed information on that member in the Loyalty Member Lookup screen. In the Loyalty Member Lookup wizard you can: View the Loyalty history for a member. Adjust the bonus plan credit for a member. Page 110 Aloha Loyalty User Guide

111 View check level history. Print the transaction history for a member. For example, you want to view detailed information on John Doe and you do not know his card number. You can search for John Doe in the Loyalty Member wizard using the Member Name filter. After successfully running the query, select John Doe in the Member list view and click to view his detailed information. If you are using Aloha Insight, you can view all the way down to check level detail via Drilldown Viewer. Using Drilldown Viewer, you can view what the customer ordered and which stores the customer has been visiting. If you select a user and click that member: the Loyalty Member Lookup wizard appears with the history of Exporting a Loyalty Query Figure 40 Loyalty Member Lookup Wizard The Loyalty Member wizard offers you two ways to export your query: Click Export after successfully running a query. Running a query that exceeds the maximum number that you can view in the Member list box. When you export your query to your local system, you can import it into Excel for analysis and generate a mailing or list. For example, you want to send a coupon to the Loyalty members that signed up in the last two months. First, filter your Loyalty database by Member Sign-Up Date and enter the range for the filter, such as 04/ 01/2004 through 05/31/2004 and click. Your results display in the Member list box. Click and follow the on-screen prompts to save the file to your local system. Now open the file in Excel and you can export the data into Word as a mail merge, or even export the data into Outlook to send an list. Refer to Microsoft Excel Help for more information. Aloha Loyalty User Guide Page 111

112 If you run a query and it exceeds the maximum number of members for the Member list box (currently no more than 3000 members), you receive a prompt to download the query. At this time, you can either download the query to your local system, or cancel and refine your query to limit the number of members returned. If you select the Do not display this message in the future check box on the prompt, the file starts downloading automatically the next time you run a query that exceeds the maximum number for the Member list box. The following table represents the field number and corresponding field information. The exported file contains only the information the Loyalty member supplied, or information that you collect when signing up your Loyalty members. For example, you do not collect the birthday of the member; therefore, the column that contains information about birthdays is blank. Column Contents Number 1 Card Number 2 Last Name/Surname 3 First Name 4 Last Visit Date 5 Sign-up Date 6 Card Type 7 Birth Date 8 Anniversary Date 9 Street 1 10 Street 2 11 City/Town/Suburb 12 State/Region/Province 13 Postal Code 14 Country 15 Phone Number 16 Other Phone Number 17 Address 18 Company Company Defined Fields 1 through Active (This column is only active when you select Show Inactive Members on the Welcome to Loyalty Member screen.) Page 112 Aloha Loyalty User Guide

113 Using the Aloha Loyalty Card Lookup Wizard The Aloha Loyalty Card Lookup wizard enables you to: View the history of a Loyalty member. View the profile for a Loyalty member. Adjust a bonus plan credit for a Loyalty member. View check level history. Print the history for a Loyalty member. If the Loyalty card supports Stored Value, you can also view the Stored Value history for a cardholder. For example, you want to view the bonus plan status for a member. If you know the Loyalty card number, you can look up the member in the Aloha Loyalty Card Lookup wizard where you can view historical activity, such as which stores the member visited, and the date of the visit. If you are using Aloha Insight, you can also view the items the member purchased during each visit. If you want to adjust the bonus plan credit for a member, click Show/Adjust to edit their rewards. To access the Aloha Loyalty Card Lookup wizard, select Hosted Solutions Group > Aloha Loyalty Card Lookup. Your access and rights to the functions you can perform in the Aloha Loyalty Card Lookup wizard depend on your security class settings. Contact your system administrator to edit your security settings. Configuring the Welcome to Aloha Loyalty Card Lookup Select Hosted Solutions Group > Aloha Loyalty Card Lookup wizard. The Aloha Loyalty Card Lookup Member History screen appears. Figure 41 depicts the Aloha Loyalty Card Lookup Member History screen with member detail. Figure 41 Aloha Loyalty Card Lookup Member History Screen Card Type Contains all your active and inactive Loyalty card types that you defined in the Card Setup wizard. Select a card type from the drop-down list. Aloha Loyalty User Guide Page 113

114 Card Number Specifies the last nine digits of the card number you are entering. You do not have to type the leading zeroes of the nine-digit card number in the text box. For example, if the last nine digits are , you only need to type 123 in the Card Number text box. The prefix of the card type appears next to the Card Number text box. View Click to obtain the member history for the number entered in the Card Number text box. If the card number does not have any history, or is not a valid card number, you receive an error message in the Member History list box. Active Member Indicates the active status of the member. A check in the check box indicates the member is active and can earn bonus plan credits whenever they use their cards. You cannot adjust the rewards for inactive members; however, you can view and print their transaction history. Member Link Indicates the name assigned to the card number. The name appears in first name, last name format. If the member has not supplied a name, or you have not updated the profile for the member, the following text displays: Member Name Not Provided. To look up a member in the Aloha Loyalty Card Lookup wizard: 1. Select Hosted Solutions Group > Aloha Loyalty Card Lookup wizard. 2. Select the type of card you are looking up in the Card Type drop-down list. 3. Type the last nine digits of the card you want to look up in the Card Number text box. You do not have to type the five-digit prefix in the text box. If the last nine digits have leading zeroes, you do not have to type the leading zeroes in the text box. For example, if the last nine digits are , you only need to type 123 in the Card Number text box. 4. Click View to view the history associated with the card number in the Member History list box. Configuring the Member History List Box The Member History list box contains a snapshot of the following: Stores visited Bonus plans applied to the check Rewards earned Credits earned Check amounts The Member History list box displays the transactions in chronological order, with the most recent check listed first. Click a column heading to sort the transaction list by that column. For example, click Store Name to sort the member history by store. The list appears alphabetically, from a to z. Click Store Name again to sort the list from z to a. Date Lists the day of the week and date the member visited the store. The default view displays the most recent check as the first transaction in the list. Store Name Lists the name of the store where the transaction occurred. This is the name of the store entered in Site Setup wizard. Page 114 Aloha Loyalty User Guide

115 Check Number Lists the guest check number of the Loyalty transaction. If you are licensed for Aloha Insight and the store gets polled, the guest check displays as an active hyperlink. Click the guest check to view detailed information about the items purchased, and other activity on the check, when the Loyalty member visited the store. Bonus Plan Indicates the bonus plan that received the credit. This is helpful if you have more than one bonus plan assigned to a card. Reward Lists any reward issued to the Loyalty member. Credit Earned Lists the credit earned on the check. If the credit earned is in visits, items, or points, the type of credit earned follows the credit number. The exception is dollars, which does not follow the amount in the column. For example, points-based plans appear as 25 points; however, currency-based plans appear as $ The symbol $ appears before the currency amount. Check Total Lists the total amount spent on the check. The total amount does not indicate the amount of the check that earned bonus points; however, it does reflect the total tender amount the guest paid. If the check contains more than one Loyalty transaction, each bonus transaction displays. However, only one Check Total displays with the total amount the guest paid. After the member history displays, you can: View and edit detailed member profile. Change the active status for a member. View detailed check history. Adjust the rewards for the member. View additional Stored Value data on cards that support Stored Value. Print the history in the Member History list box. View and Edit Detailed Member Profile Click the member name to access the Entering a Member Profile screen, where you can view and edit information about the Loyalty member. To view and edit the profile of a Loyalty member: 1. Select Hosted Solutions Group > Aloha Loyalty Card Lookup wizard. 2. Select the type of card you are looking up in the Card Type drop-down list. 3. Type the last nine digits of the card you want to look up in the Card Number text box. You do not have to type the five-digit prefix in the text box. f the last nine digits have leading zeroes, you do not have to type the leading zeroes in the text box. For example, if the last nine digits are , you only need to type 123 in the Card Number text box. 4. Click View to view the history associated with the card number in the Member History list box. 5. Click the Loyalty member name to view and edit the member profile on the Entering a Member Profile screen. 6. Make any changes and click Save to return to the Lookup Member History screen. Aloha Loyalty User Guide Page 115

116 Changing the Active Status for a Member You can change the status of a Loyalty member from active to inactive. For example, a customer loses their Loyalty/Stored Value, you can make the card inactive from the Member list box by clearing the Active check box. To change the active status of a member: 1. Select Hosted Solutions Group > Aloha Loyalty Card Lookup wizard. 2. Select the type of card you are looking up in the Card Type drop-down list. 3. Type the last nine digits of the card you want to look up in the Card Number text box. You do not have to type the five-digit prefix in the text box. If the last nine digits have leading zeroes, you do not have to type the leading zeroes in the text box. For example, if the last nine digits are , you only need to type 123 in the Card Number text box. 4. Click View to view the history associated with the card number in the Member History list box. 5. Click Active Member to clear the check box and make the Loyalty member inactive. View Detailed Check History If you are an Aloha Insight customer, you can view detailed transaction history via Drilldown Viewer. Click to obtain the member history for the number entered in the Card Number text box. If the card number does not have any history, or is not a valid card number, you receive an error message in the Member History list box. To view detailed check history: 1. Select Hosted Solutions Group > Aloha Loyalty Card Lookup wizard. 2. Select the type of card you are looking up in the Card Type drop-down list. 3. Type the last nine digits of the card you want to look up in the Card Number text box. You do not have to type the five-digit prefix in the text box. If the last nine digits have leading zeroes, you do not have to type the leading zeroes in the text box. For example, if the last nine digits are , you only need to type 123 in the Card Number text box. 4. Click View to view the history associated with the card number in the Member History list box. 5. Click the Check Number to view the history in DrillDown Viewer. Adjust Rewards for a Member Click to adjust the bonus plan credit for the Loyalty member. After clicking the button text changes to. When you click Show/Adjust, you can adjust the bonus plan credits for the member. Refer to adjusting a card, for step-by-step instructions. Page 116 Aloha Loyalty User Guide

117 The Aloha Loyalty Card Lookup wizard with selected: Figure 42 Aloha Loyalty Card Lookup Wizard with Show/Adjust Selected Bonus Plan Contains a list of active bonus plans assigned to the card type. Select the bonus plan that you want to adjust from the drop-down list. Not all bonus plans allow adjustments. Refer to the following table for information on the types of adjustments you can perform on the bonus plan: Bonus Plan Type Type of Adjustment Allowed Example Currency You can adjust the number of dollars applied to the reward program. Frequency You can adjust the number of visits to the store. You cannot 6 visits adjust the number of visits, if you are basing rewards off a special occasion, such as anniversary, birthday, or sign-up date. (Whole number only) Items You can adjust the number of items applied to the reward 12 items program. (Whole number only) Lottery Does not support adjustments. N/A Points You can adjust the points applied to the reward program. 325 points Be My Guest (When You can adjust in whole numbers only. 5 Member can use card until total discount amount is reached has not been selected. Be My Guest (When Member can use card until total discount amount is reached has been selected You can adjust in decimals or dollars and cents format Adjustment Reason Specifies why you are adjusting the rewards for the Loyalty member. You can enter up to 50 alphanumeric characters in the text box. Aloha Loyalty User Guide Page 117

118 Effective Date Indicates the date the adjustment takes effect. The date always defaults to the current system date. Desired Plan Credit Specifies the new adjusted bonus plan credit you wish to assign to the Loyalty member. Type the new adjusted amount in the text box. For example, if you want to set a bonus plan credit for a member to 20 points, enter 20 in the Desired Plan Credit text box. and click to adjust the member s total plan credit to 20 points. If the card is a Be My Guest plan type and Member can use card until total discount amount is reached is selected, you can enter an amount, such as a currency like $12.50 in the Desired Plan Credit text box. If Member can use card until total discount amount is reached has not been selected, you can only enter amounts in whole numbers. Adjust Button Click to make the adjustment to the card. After clicking the Adjust button, you receive a confirmation prompt verifying you want to adjust the rewards for the member. No is the default selection. You must select Yes to complete the adjustment. Total Plan Credit Displays the current accumulated credit earned and the type of credit earned for the selected bonus plan. For example, 600 points. The amount updates dynamically to reflect new adjustments made in the Desired Plan Credit text box. You cannot edit the Total Plan Credit text box. If the bonus plan is a Be My Guest type of plan and it meets the following criteria: Reward type is real-time discount Member can use card until total discount amount is reached The Total Plan Credit text box contains the amount of credit remaining for the member. If the Be My Guest card is defined as being able to use only once, the Total Plan Credit text box indicates the credit in visits remaining. Adjustment Amount Displays the amount the bonus plan was adjusted. A minus sign indicates a negative amount and that you reduced the amount of rewards earned. The Adjustment Amount indicates the type of bonus plan reward earned. Refer to the Bonus Plan Type table, for more information on types of rewards earned for each bonus plan type. The Adjustment Amount text box reflects adjustments after you apply the adjustment; otherwise, the Adjustment Amount is blank. You cannot edit the Adjustment Amount text box. Adjusted By Captures the name of the user currently logged in to the Web site, for auditing purposes. The Adjusted By text box remains blank until you apply an adjustment. You cannot edit the Adjusted By text box. Hide Adjust Button Click after making the adjustment, and to hide the adjustment options. Page 118 Aloha Loyalty User Guide

119 To adjust bonus plan credit for a member: 1. To adjust bonus plan credit for a member: 1. Select Hosted Solutions Group > Aloha Loyalty Card Lookup wizard. 2. Select the type of card you are looking up in the Card Type drop-down list. 3. Type the last nine digits of the card you want to look up in the Card Number text box. You do not have to type the five-digit prefix in the text box. 4. Click View to view the history associated with the card number in the Member History list box. 5. Click to access the options that enable you to adjust the rewards for a member. 6. Select a bonus plan from the Bonus Plan drop-down list. Only bonus plans assigned to the member s card type appear in the drop-down list. Not all bonus plans allow you to make adjustments. Refer to Bonus Plan Adjustment table, for more information on adjusting bonus plans. 7. Type the reason why you are making the adjustment. 8. Type the date you want the adjustment to take effect. The default date is the current date of business. You cannot enter a date in the future; however, you can enter a date in the past. 9. Type the new bonus plan credit amount in the Desired Plan Credit text box. Use the amount in the Total Plan Credit text box to calculate the new amount. For example, a current Loyalty member has 200 points and you want to add 20 points to their bonus plan total. Type 220 in the Desired Plan Credit text box. 10. Click to adjust the bonus plan credit. 11. Answer the prompt accordingly. Select Yes to apply the adjustment. The system processes your adjustment, and changes the Total Plan Credit text box to the new adjusted amount. The amount of the bonus plan adjustment appears in the Adjustment Amount text box. After making an adjustment, your name appears in the Adjusted By text box. Show Stored Value Transactions If you are using Stored Value, you can also view Stored Value history and obtain the balances on Stored Values. However, there are a few differences on how the data displays when you elect to view Stored Value transactions, which are outlined in the Show Stored Value Transaction table. Transactions specific to Stored Value also appear in the Member List box if the transaction occurred prior to using Loyalty. Only Stored Values that support both Loyalty and gift card transactions enable the Show Stored Value Transactions option. When you click it disables the Show Stored Value Transactions option. Aloha Loyalty User Guide Page 119

120 Figure 43 represents the Lookup Member History wizard with Show Stored Value Transactions selected. Figure 43 Show Stored Value Transactions Selected The following table indicates the fields that display when you select Show Stored Value Transactions, and the fields they replace. Show Stored Value Transactions Selected Current Balance Type Activity Stored Value Amount Stored Value Adjust (only available when you select Show Stored Value Transactions. ) Show Stored Value Transactions Not Selected Available only when you select Show Stored Value Transactions. Replaces Bonus Plan. Replaces Reward. Replaces Credit Earned. Not applicable. Show Stored Value Transactions Indicates you want to view Stored Value transaction history on Loyalty cards that support Stored Value. Current Balance Displays the card balance for the Loyalty card number entered in the Card Number text box. Current Balance is read-only and reflects the latest transactions that have synchronized with the master database. Type Indicates whether the transaction was an Stored Value transaction or a Loyalty transaction. Transactions that include both Stored Value and Loyalty transactions on the same check indicate as such. Stored Value transactions display with the name of the card. Activity Lists the type of Stored Value transaction that occurred. The following types of transactions are reported: Card Expired Indicates the card has expired. Page 120 Aloha Loyalty User Guide

121 Purchase Amount applied to the Stored Value at the time of purchase. Add Value Amount added to the Stored Value. This transaction type appears if the Stored Value allows an add value type of transaction. For more information on add value transactions, refer to Card Type Tab in the Card Setup wizard. Redemption Amount applied as a payment to a guest check. Cash Back Amount of cash back given to the customer for card types configured to provide change back to the guest as cash. Unused Balance Amount not used on the Stored Value for card types configured to not adjust the balance or provide change in cash. Service Charge Amount subtracted from the value of the Stored Value because of inactivity. Void Purchase Voided gift card transactions when the customer was purchasing an Stored Value. Void Add Value Voided transactions that occurred while adding value to the gift card. Void Redemption Voided transactions that occurred when the customer redeemed the gift card. Void Cash Back Voided transactions that are set up to give cash back. Void Unused Balance Voided transactions that are set up not to adjust the balance of the gift card or give cash back. Balance Adjustment Amount adjusted manually through the Stored Value Balance Adjustment Utility. Stored Value Amount Lists the dollar amount of the transaction. Parenthesis around a value indicate a negative amount. For example, (5.00). The Credit Earned column is always blank for Stored Value transactions. Stored Value Adjust Click to display the GC Adjust utility. Adjustments made in the GC Adjust utility do not reflect in the Aloha Loyalty Card Lookup wizard until you close the GC Adjust utility. To view Stored Value transactions: 1. Select Hosted Solutions Group > Aloha Loyalty Card Lookup wizard. 2. Select the type of card you are looking up in the Card Type drop-down list. 3. Type the last nine digits of the card you want to look up in the Card Number text box. You do not have to type the five-digit prefix in the text box. If the last nine digits have leading zeroes, you do not have to type the leading zeroes in the text box. For example, if the last nine digits are , you only need to type 123 in the Card Number text box. Aloha Loyalty User Guide Page 121

122 4. Click View to view the history associated with the card number in the Member History list box. 5. Select Show Stored Value Transactions. To make Stored Value adjustments, click. Refer to Stored Value Adjustment Utility online help, for more information. Refer to Show Stored Value Transactions, for a list of changes in the Member History list box. This is only available to companies using Stored Value where the card supports both Loyalty and Stored Value. Print Member History Click to print the member history to your local printer. The printed report looks identical to what you see on-screen; however, the printed report uses Card Name Member History as the report title and this heading is not visible on-screen. Card name equals the card type you selected in the Card Type dropdown list. If the member did not provide a name, Valued Member displays in place of the actual name of the member. To print the member history: 1. Select Hosted Solutions Group > Aloha Loyalty Card Lookup wizard. 2. Select the type of card you are looking up in the Card Type drop-down list. 3. Type the last nine digits of the card you want to look up in the Card Number text box. You do not have to type the five-digit prefix in the text box. If the last nine digits have leading zeroes, you do not have to type the leading zeroes in the text box. For example, if the last nine digits are , you only need to type 123 in the Card Number text box. 4. Click View to view the history associated with the card number in the Member History list box. 5. Click to print the member history to your local printer. Page 122 Aloha Loyalty User Guide

123 Loyalty FOH Operations This section describes the Front-of-House (FOH) interaction with the Loyalty program. The goal of the Loyalty program is to reward the customer for their patronage. For the Loyalty member to receive the highest awards earned at the time of their visit, you must complete the check prior to assigning the member to the check. A completed check contains all ordered items, applied comps and promos from the Aloha POS system, and voids, if applicable. If you do not complete the check before assigning a member, you must remove the member from the check, complete the check, and then re-assign the member to the check to determine the correct award. The Loyalty program uses the Assign Member and Member Report buttons on the FOH with Aloha Table Service and Aloha Quick Service. For Table Service installations, locate the Assign Member and Member Report buttons on the Close screen. (Figure 44) Figure 44 Sample Table Service FOH Close Screen Aloha Loyalty User Guide Page 123

124 For Quick Service installations, these buttons could have a different name, and can be placed anywhere on a panel. You will have to locate the panel on which they were placed. A sample Quick Service panel is shown in Figure 45: Figure 45 Sample Quick Service FOH Screen The text and the function of the Assign Member button toggles from Assign Member to Un-assign Member to Re-assign Member and back to Assign Member, depending on the assignment state, as shown below: When you assign a Loyalty member to the check, the system passes the member information to the Loyalty program, which determines the awards, if any, for which the member qualifies. The Loyalty program sends the information back to the Aloha POS system, and depending on the bonus plans in which the member participates, any or all, of the following may occur: The system applies any real-time discounts for which the member is eligible to the guest check. It is possible for the system to discount an item multiple times, depending on the configuration of the Loyalty bonus plans. The Loyalty program provides the text that shows on the on-screen and printed check. The system prints message text, including member information, on the guest check when you print or reprint the guest check. The guest check message prints directly above the footer of the guest check. The system prints a voucher for the member to receive a discount on a future visit. Vouchers print on a local receipt printer, and if the customer qualifies for more than one voucher, they all print together as one. Regular comps and promotions defined in Aloha Manager discount the price of the check accordingly. You can further discount the price if the guest qualifies for a real-time promotion or comp configured in the Loyalty program. Page 124 Aloha Loyalty User Guide

125 PROMOTION SCENARIO: A guest orders a buy one burger, get one burger free (BOGO) promotion that discounts one burger on the guest check to $0.00, reducing the check amount to $ Upon payment, the guest presents a Loyalty card. When you assign the guest as a member to the check, the system determines the guest also qualifies for a Loyalty real-time discount in which they receive a $3.00 discount if there are two burgers on the check. The Loyalty program returns with the additional discount of $3.00, reducing the check to $7.00. COMP SCENARIO: A guest orders a beer with their meal. Upon payment, the guest presents a military ID card, and a Loyalty card. The manager comps 15% off the check, according to store policy. When you assign the guest as a member to the check, the system determines the guest also qualifies for a Loyalty realtime discount in which they receive a free beer on every tenth visit. The Loyalty program returns with the additional discount for the amount of the beer. The following is the standard sequence of operation, when using Loyalty: 1. Start a table (Table Service), or start a check (Quick Service). 2. Add and order items on the check. 3. Apply a comp or promotion to the check, if applicable. 4. Perform a void to the check, if applicable, to the check. 5. Assign a member to the check. 6. Apply a tender to the check. 7. Close the check. Loyalty Rules You cannot assign more than one member to a check. You cannot close a check when a member is unassigned to the check. To close and remove a member, delete the member from the check. You cannot assign a member to an empty check or to a check with unordered items. You can use an Stored Value tender to assign a member and attempt to tender the check in the same process. You can combine, split, and transfer checks where one check contains a member and the other check does not. You cannot transfer a member to another check. You cannot assign a member to a refund check. If a check has a member assigned or un-assigned to it when the End-of-Day (EOD) occurs, the system deletes the member from the check and closes the check to cash without any awards credited to the guest. In a 24-hour operation, when the EOD occurs while a member is assigned or un-assigned from the check, the system closes the check and reopens it for the new business date, with the same assignment state. Assigning a Member to a Check After you add all items to the check and make necessary modifications, you must assign a member to the check for the member to earn credit for a bonus program and to earn points. For Table Service installations, locate the Assign Member button on the Close screen. For Quick Service installations, you must locate the panel on which the Assign Member button was added. Aloha Loyalty User Guide Page 125

126 To assign a member to a check: 1. With the check displayed on the screen, locate and touch the Assign Member button. For Table Service installations, you must touch Close to display the Close screen and touch Assign Member. For Quick Service installations, you must locate and touch Assign Member from a panel. The Assign Member screen appears.(figure 46) Figure 46 Assign Member Screen Page 126 Aloha Loyalty User Guide

127 2. Slide the Loyalty card across the mag reader, or enter the card number, and touch OK. If you encounter the Manager Approval screen, a manager, or an employee with sufficient access, must enter a password, and touch OK. Enter the entire card number and verify the number you enter on screen matches the card before pressing OK. If the message, The Member has reached the Max Visit per day threshold appears, select Yes to accept the additional visit, or select No to end the procedure. You must have sufficient access to approve the assignment. Upon approval, the system assigns the member to the check. The guest check reflects the name of the member, and all real-time discounts for which the customer qualifies, and/or an additional voucher prints indicating a qualifying award or message. (Figure 47) 3. Apply payments to the check, as normal, until the amount you enter is sufficient to cover the check amount. For Quick Service installations, the check is usually configured to close and start a new order. For Table Service installations, the Close button appears in the center. 4. Touch Close to close the check. The member information prints on the guest check, and all other awards print depending on the configuration of the bonus plans associated with the Loyalty card. Using the Look-up Screen Figure 47 Approved Assigned Member You can assign a member to a check by using the Look-up Member screen, in cases where the guest has forgotten their Loyalty card or the card is unreadable. You can enter a string of numbers or letters, using the appropriate keypads, to query all searchable fields defined in the Loyalty program. We recommend verifying the address, or other identifying information of the guest, to ensure you have found the correct member. Aloha Loyalty User Guide Page 127

128 To assign a member to a check using the Member Look-up screen: 1. With the check displayed on the screen, locate and touch the Assign Member button. For Table Service installations, you must touch Close to display the Close screen and touch Assign Member. For Quick Service installations, you must locate and touch Assign Member from a panel. The Assign Member screen appears(figure 46). 2. Touch Member Info. The Look-up Member screen appears. (Figure 48) Figure 48 Look-up Member Screen Page 128 Aloha Loyalty User Guide

129 3. Touch a number or string of numbers on the numeric keypad, or touch a letter or string of letters on the alphabetic keypad, and touch OK. The Processing Member Look-up screen appears.(figure 49) Figure 49 Processing Member Look-up Screen The system returns with a screen of all potential matches. (Figure 50) Figure 50 Select Member Screen This queries all searchable fields, as defined in the Loyalty program. For example, if you enter BOB, Loyalty responds with all potential matches for BOB, found in any field defined in Loyalty, such as Name, Address, and Company. Aloha Loyalty User Guide Page 129

130 4. Select the member and touch OK. For Table Service installations, you are returned to the Close screen. If you encounter the Manager Approval screen, a manager, or an employee with sufficient access, must enter a password, and touch OK. Enter the entire card number and verify the number you enter on screen matches the card before pressing OK. If the message, The Member has reached the Max Visit per day threshold appears, select Yes to accept the additional visit, or select No to end the procedure. You must have sufficient access to approve the assignment. Upon approval, the system assigns the member to the check. The guest check reflects the name of the member, and all real-time discounts for which the customer qualifies(figure 47), and/or an additional voucher prints indicating a qualifying award or message 5. Apply payments to the check, as normal, until the amount you enter is sufficient to cover the check amount. For Quick Service installations, the check is usually configured to close and start a new order. For Table Service installations, the Close button appears in the center. 6. Touch Close to close the check. The member information prints on the guest check, and all other awards print depending on the configuration of the bonus plans associated with the Loyalty card. Un-Assigning and Re-Assigning a Member to a Check You cannot make a check adjustment to a check, such as adding more items, applying a comp or a promotion, or performing a void, while a member is assigned to the check. In this case, you must un-assign the member from the check, make the check adjustment, and then re-assign the member to the check. The Assign Member button toggles from Un-Assign Member to Re-Assign Member, depending on the state of the check. You cannot close the check if a member is in an un-assigned state. SCENARIO: The guest is a member of the Loyalty Rewards Club bonus program. The server enter the items, but accidentally orders an extra drink. The server assigns the member to the check, but forgets to void the over ring. The server un-assigns the member, allows a manager to void the item, and re-assigns the member. To un-assign and re-assign a member to a check: 1. With the check displayed on the screen, locate and touch the Un-Assign Member button. For Table Service installations, you must touch Close to display the Close screen and touch Un-Assign Member. For Quick Service installations, you must locate and touch Un-Assign Member from a panel. The system un-assigns the member from the check and the button text changes to Re- Assign Member. 2. Add items to the check, apply a promotion or comp, or perform a void, if applicable. 3. Return to the screen containing the Re-Assign Member button. 4. Touch Re-Assign Member. You can now close the check as normal. Page 130 Aloha Loyalty User Guide

131 Deleting a Member from the Check At any time after you assign a member, and before you close the check, you can delete a member from the check. You might do this if you select the wrong member, or if the guest does not want to apply earned rewards to his bonus plan. Un-assigning a member from the check is not the same as deleting a member. SCENARIO: The guest has forgotten their Loyalty card and the employee must look up the member s account using the Member Lookup screen. From the pick list, the employee accidentally selects and assigns the wrong member to the check. The employee must delete the wrong member, then assign the correct member to the check. To delete a member from the check: 1. With the check displayed on the screen, touch the member number in the guest check window. 2. Touch Delete. For Table Service installations, you must touch Close and then touch the Delete button on the bottom left corner of the Close screen. For Quick Service installations, locate and touch the Delete button. A confirmation message appears.(figure 51) Figure 51 Delete Member Confirmation 3. Touch Yes to delete the member from the check. Printing a Loyalty Member Report You can print a Loyalty member report to the local chit printer without the guest making a purchase. For Table Service installations, you can either initiate the report without a check displayed, using the Loyalty Report button located on the FOH Reports screen, or you can initiate the report with a check displayed, using the Member Report button located on the FOH Close screen. For Quick Service installations, you must locate the panel with the Member Report button to initiate the report. If the report includes a Be My Guest plan type the balance for the Total Credit Earned indicates the total amount remaining on the card. For example, Total Credit Earned: Dollars Left. Aloha Loyalty User Guide Page 131

132 The report, as shown in the following example, prints to the local receipt printer: Aloha Cafe Trinity Blvd. Fort Worth, TX :57 PM Michael Broadhurst Bonus Plan Name: Two Apps-Two Bucks Sign-up Date: May 28, 2004 Total Credit Earned: 16 items Credit Needed to Earn Next Reward (Two Apps): 2 items Last Reward Earned for Bonus Plan: Two Apps (Jun 10, 2008) Bonus Plan Reset Date: None Bonus Plan End Date: None To print a Loyalty Member report in Table Service without an open check: 1. Log in to the FOH. 2. Touch Functions. 3. Touch Reports to display the Reports screen. (Figure 52) Figure 52 Reports Screen 4. Touch Loyalty Report. The Member Report screen appears. Page 132 Aloha Loyalty User Guide

133 5. Slide the Loyalty card across the mag reader, or enter the number from the card, and touch OK. If you encounter the Manager Approval screen, a manager, or an employee with sufficient access, must enter a password, and touch OK. Enter the entire card number and verify the number you enter on screen matches the card before pressing OK. The report prints to the local receipt printer. To print a Loyalty report in Table Service with an open check: 1. Log in to the FOH. 2. Touch the appropriate table from the Open Tables list to display the Order Entry screen. 3. Touch Close to display the Close screen. 4. Touch Member Report. If you encounter the Manager Approval screen, a manager, or an employee with sufficient access, must enter a password, and touch OK. Enter the entire card number and verify the number you enter on screen matches the card before pressing OK. The Member Report prints to the local receipt printer. To print a Loyalty report in Quick Service: 1. Log in to the FOH. 2. Locate and touch the Member Report button. The Member Report screen appears. 3. Slide the Loyalty card across the mag reader, or enter the number from the card, and touch OK. If you encounter the Manager Approval screen, a manager, or an employee with sufficient access, must enter a password, and touch OK. Enter the entire card number and verify the number you enter on screen matches the card before pressing OK. The Member Report prints to the local receipt printer. Troubleshooting FOH Operations We included the following troubleshooting procedures when performing FOH Operations with Loyalty: Aloha Loyalty User Guide Page 133

134 The Loyalty Program is Not Running If you encounter a message stating, The Loyalty application is not running..., upon startup of the FOH,(Figure 53) the Loyalty program is off-line or disconnected. Contact your Loyalty support for assistance in resolving the error. Figure 53 Loyalty Error Allowing the Minimum Member ID Digits If you encounter a message stating, The Member ID is less than 14 digits..., such as the one in shown infigure 54, when you try to manually enter the member s card number, then you did not enter the correct number of digits. Touch the message and re-enter the card number. Figure 54 Member ID is Less Than 14 Digits Error Message Page 134 Aloha Loyalty User Guide

135 Glossary Add Value The customer can add additional value to their card after the initial purchase. Auto-approve The amount Aloha Stored Value approves as a tender for a transaction when Aloha Stored Value cannot connect to the database for approval. THis is the amount that you are willing to risk should the card not be valid. For example, if the total transaction is $20.00 and the auto-approve amount is $10.00, Aloha Stored Value auto-approves $ The customer is responsible for paying the remaining $ Back-of-House The file server from which Aloha Manager is launched. The file server also stores the dated subdirectories created during the EOD process. BOH The file server from which Aloha Manager is launched. The file server also stores the dated subdirectories created during the EOD process Bonus Plan You assign bonus plans to Loyalty card types, and Bonus Plans determine how your members qualify for rewards. Each bonus plan has a user-specified name, a start and optional expiration date, a scheduling interval, plan type, reward type, reset date option, and optional bonus events. Card Type A card type determines the functionality of a specific card. When you create a card type, you assign it specific characteristics, such as the card prefix and whether the card is an Stored Value, Loyalty card, or combination Stored Value and Loyalty card. You must be licensed for both Loyalty and Stored Value to make a combination card. Credit Credit is what your members earn when they visit your store and qualify for one or more bonus plans. Credit can be dollars spent, items ordered, number of visits, or points earned. Database A collection of information organized like an electronic filing system. A database contains a collection of records organized into chunks of information that you can query to retrieve information. Database Synchronization The process of sending and receiving updates to the gift card database from the store to the central database, and from the central database to the store. The store receives all new gift card sales that it can process, and it sends all of its gift card transactions to the central database. Data center The location that houses your Loyalty data. Digital Subscriber Line (DSL) A technology for bringing high-speed bandwidth to Internet users. A DSL line can carry both data and voice signals over the same line. The data part of the line is a continuous connection. DSL does not require you to convert analog data to digital data via a modem; therefore, the data is transmitted to your computer as digital data resulting in a faster connection. File Server The file server is the BOH computer which launches the Aloha Manager program. Filter A predefined way of processing data with the goal of obtaining specific data. For example, you can filter for all Loyalty members with a birthday on 12/25. Aloha Loyalty User Guide Page 135

136 Front-of-House The FOH is the interface accessed by servers, bartenders, managers, cashiers, and other restaurant personnel to clock in/out, ring transactions, close checks, perform checkouts, and so on. FOH also refers to the hardware used at the FOH workstations. FOH The FOH is the interface accessed by servers, bartenders, managers, cashiers, and other restaurant personnel to clock in/out, ring transactions, close checks, perform checkouts, and so on. FOH also refers to the hardware used at the FOH workstations. Guest Check A receipt printed by the POS that includes itemized order detail, such as the entrees and drinks ordered, and a check total for the guest. Internet Service Provider (ISP) The company that provides access to the Internet. Line Items Data elements from within your Aloha Insight data warehouse you can include in the report. These can be a system-supplied line item provided by Aloha Insight or a custom line item created by you using the Custom Line Item wizard. 'Void Dollars by Selected Void Type' is an example of system supplied line item. Look-up List The server or cashier can search for members that contain similar profile information by using the look-up list on the POS. For example, if you have two members with the same names, use the look-up list to view additional information such as their phone number, address, and more. This additional information ensures the proper member is being assigned to a guest check in order to earn credit. Member Anniversary A wedding anniversary or special date for an Loyalty member. Member anniversary is not to be confused with the sign-up date. Panel Editor The tool used to design, create, and modify the panels that make up the order entry screen (user interface) in Aloha Quick Service. Aloha Table Service also uses Panel Editor to create floor plans. POS Point-of-sale. Purge Thresholds Automatically delete gift cards from the in-store database based on user-specified criteria. Redundancy Allows you to process gift card transactions during hardware or connection failures. Semi-connected A semi-connected store uses the in-store database to approve gift card transactions. The store connects to the central database to download gift card updates. Security Class A set of rights that govern the applications, menu options, and actions that a user can perform in Aloha Insight. For example, you can create a security class for your store managers that limits them to viewing select reports. Service Charge A service charge enables you to decrease the balance of an Stored Value after a specified amount of time, either from the last time the card was used, or from the date of the card purchase. Sign-Up Date The date an Loyalty member signed up for your Loyalty program. Page 136 Aloha Loyalty User Guide

137 System Administrator The person who administers your Aloha Insight, Loyalty, or Aloha Stored Value Web site. Generally, this person is in charge of adding users to the system and configuring your company settings and stores. Virtual A virtual store does not warehouse any of the gift card database. The store connects to the central database to authorize gift card transactions. Warehouse A central repository of collected data, sometimes referred to as a data warehouse. Query A request for information from a database. Voucher A receipt the POS prints that contains Loyalty information, such as number of credits the member has currently earned or needs for a reward. A voucher does not include any itemized drinks or entrees ordered. Aloha Loyalty User Guide Page 137

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