Revel Punchh Integration

NOTE: Punchh Loyalty is supported in Version 2.22 and later of the POS app.

Management Console Settings:

Users enable Punchh Loyalty on the Settings > Gift, Rewards and Admin Cards page, as highlighted in the image below. To access the setting, either select the Gift, Rewards and Admin Cards checkbox and scroll down to the Punchh Loyalty setting, or enter punchh in the search bar.

The following table describes the settings in this section: 

 

RECEIPT SETTINGS:

Punchh Loyalty users need to make specific credit card receipt option configurations in order to avoid errors on the POS. On the Settings page, click the checkbox to display the Receipt settings. In the Credit card receipt options field, select the Credit Card slips + 1 itemized receipt option from the drop down menu. Also, make sure to leave the Barcode option unselected in the Receipt Options field. Barcodes come from Punchh automatically, so if they are selected in that setting it will result in an error on the POS.

Punchh on the POS Application

Creating Users / Viewing Account Balances

To access Punchh user account information of the POS, tap the Punchh Loyalty Users option from the Dashboard:

To create a new user:

1. In the Actions window, select the Create Punchh User option and tap OK:

           

     

2.  In the Create Punchh User window, enter the new user information and tap OK. The user MUST have an email or phone number entered for the POS to be able look them up later:

            

 3. (Optional) if the user has a QR code or Card, tap the QR Code / Card button to prompt the POS to scan the code, swipe the card, or manually enter the number

 4. Once the information is entered, the POS displays the Punchh User Information window for the new user

 To view existing user information: 

  1. In the Actions window, tap the Manage Punchh User option

  2. In the Enter Punchh User Information window enter either a phone number or email address of the Punchh user:

     

  3. Once the information is entered, the POS displays the Punchh User Information window for the user

ACCRUING POINTS:

1. After completing a transaction, tap the Add Points button on the Pay screen:

          

     2. The POS will prompt the user with the Enter Punchh User Information window. Enter either the user's phone number or email and tap OK

     3.  (Optional) tap the QR Code/Card button to prompt the POS to scan the code, swipe the card, or manually enter the number

     4. The POS will display the Punchh User Information window for the entered user, with the new points balance

REDEEMING POINTS:

1. After adding items to an order, tap the Redeem Points action icon on the Pay screen:

          

     2. The POS will prompt the user with the Enter Punchh User Information window. Enter either the user's phone number or email and tap OK:

          

     3. (Optional) if the user has a redemption code, tap the Redemption Code button to prompt the POS to enter the code

     4. (Optional) if the user has a QR code or Card, tap the QR Code / Card button to prompt the POS to scan the code, swipe the card, or manually enter the number

     5. Users will be presented with a Rewards Available screen displaying their Punchh account information as well as the rewards and reward type available:

         

      

   6. Once a reward is selected it will be applied to the order. Continue paying for the order and complete the transaction as normal