Step 1: Download the app for iPad or iPhone. Look for "Granbury Rewards" in the app store. If you are using an Android device or just a computer, no worries. Just bookmark a shortcut to your reward program URL (or www.granburysalesbuilder.com).
Step 2: Set up a cashier account. In SalesBuilder, go to My Account, Manage Users. Create a new user, and give permissions only to "Post Transactions", for a single location. Make sure none of the other permissions are checked.
Step 3: Log in using this cashier account. You'll be directed to the Rewards App look up screen:
Enter a phone number or email to look up a customer.
If a customer is found, you can enter a dollar amount and press Submit to record the transaction.
If a customer has offers available, you can select the offer and press USE before you submit the transaction.
If a customer is not found, you will be directed to the Enroll screen.
Enter the dollar amount for the transaction. You can optionally enter the customer name, e-mail, phone, etc. You must enter at least the e-mail OR SMS capable phone (if texting is active on your salesbuilder account). If an e-mail is entered, the customer will be enrolled in the e-mail program. If not, they will receive an invitation to join via text. Be sure to remind the customer to respond YES to the text to opt-in and join.
Note, you can also reach this function from Salesbuilder - navigate to Transactions and choose Post & Enroll.
Watch a video on this process here:
Learn to use the rewards app in customer mode here: Using the Rewards App Customer Mode