PerkHit
Sign In Join Free

Language

English
Español

Staff Help Center

Complete guide for processing transactions, helping customers, and using the staff terminal.

Quick Reference

The steps you'll use most often

Give Points

  1. Find customer
  2. Select card
  3. Enter amount
  4. Confirm

Give Stamps

  1. Find customer
  2. Select stamp card
  3. Add stamp
  4. Confirm

Redeem Reward

  1. Find customer
  2. View rewards
  3. Customer chooses
  4. Redeem & fulfill

Redeem Voucher

  1. Enter code
  2. Verify details
  3. Redeem
  4. Apply discount

Receiving Your Login

Your manager will create your account and send login credentials to your email. You'll receive your login email address, a temporary password, and a link to the staff login page.

Logging In

With Password
  1. Go to the Staff Login page
  2. Enter your email address
  3. Enter your password
  4. Click "Sign In"
Magic Link (No Password)
  1. Enter your email address
  2. Click "Send Code"
  3. Check your email
  4. Enter the code

First-Time Setup

After your first login, consider:

  • Changing your password (optional but recommended)
  • Setting your preferred language
  • Adjusting your time zone

The search bar on your dashboard is your primary tool. Here are the ways to find customers:

1
QR Code Scan (Fastest)
  1. Customer opens their digital card
  2. They show their QR code
  3. You scan with your device
  4. Account appears automatically
2
Search by Email
  1. Click the search bar
  2. Type their email address
  3. Select from results
3
Search by Name
  1. Click the search bar
  2. Type their name
  3. Review matching results
  4. Select the correct person
4
Member Code NEW
  1. Customer tells you their code (e.g., ABC123)
  2. Type the code in search bar
  3. Account appears instantly

Shown at top of their loyalty card

5
Point Request QR
  1. Customer taps "Request Points"
  2. You scan their QR code
  3. Enter purchase amount
  4. Points added automatically

Tip: If multiple customers have similar names, verify by asking for their email or member code (shown at top of their card).

What is Instant Access?

Some customers start earning rewards immediately without creating an account. When they scan the QR code, they get a unique member code (like ABC123) and can start collecting points right away.

Your Role

Treat them exactly like any other customer! The process is identical whether they have an email address or just a member code. You'll look them up, give points/stamps, and process redemptions the same way.

How to Identify Instant Access Customers

Their Card Shows a Member Code

At the top of their loyalty card, they'll see:

Your Member Code

ABC123

QR Code Works the Same

They still have a QR code you can scan - it works exactly the same as customers with email accounts.

How to Help Instant Access Customers

1 They Have Their Phone

Same as any customer:

  1. Ask them to show their digital card
  2. Scan their QR code
  3. Give points/stamps or process redemption

2 They Don't Have Their Phone

Two options:

  • Ask for their member code (e.g., ABC123)
    Type it in the search bar
  • Search by their name
    If they provided a name when joining

3 They Lost Their Phone

Without an email address, there's no way to recover their account. Their points are lost. This is why we encourage customers to add their email in settings - it protects their rewards.

What you can do: They can start fresh by scanning the QR code again to get a new member code.

Common Staff Questions

Can I give them points like normal customers?

Yes! The process is 100% identical. Look them up (QR, code, or name) and give points/stamps as usual.

Can they redeem rewards?

Yes! They can redeem points, use stamps, and claim rewards exactly like any other member.

What if they can't remember their member code?

It's shown at the top of their loyalty card when they open it. If they don't have their phone and don't remember their code, try searching by their name.

Is there any difference in how I treat them?

No difference at all! Your workflow is exactly the same. The only difference is they use a member code instead of an email for identification.

Quick Reference

✓ They CAN:

  • Earn points and stamps
  • Redeem rewards
  • Use vouchers
  • Be looked up by code/name
  • Add email later (no data loss)

✗ They CAN'T:

  • Recover account if device lost
  • Access from multiple devices
  • Receive email campaigns
  • Be searched by email (no email)

Standard Point Transaction

  1. 1 Find the customer (scan QR or search)
  2. 2 Select the loyalty card
  3. 3 Enter the purchase amount
  4. 4 The system calculates points automatically
  5. 5 Confirm the transaction
  6. 6 Show the customer their new balance

How Points Are Calculated

Points are calculated based on card rules. For example: If the card gives 1 point per $1, and the customer spends $15.50, they earn 15 points (rounded down). The system handles the math automatically.

Standard Stamp Transaction

  1. 1 Find the customer
  2. 2 Select the stamp card
  3. 3 Click "Add Stamp"
  4. 4 Confirm the stamp was added
  5. 5 Show the customer their progress

When the Card is Full

The card will show "Complete" or "Ready to Redeem." Offer to redeem their reward. If they want to claim it, process the redemption and the card resets for a new round.

Points Card Redemptions

  1. Find their account
  2. Go to the loyalty card
  3. View available rewards
  4. Customer chooses which reward
  5. Click "Redeem"
  6. Confirm with the customer
  7. Process the reward
  8. Points are deducted automatically

Stamp Card Redemptions

  1. Find the customer's stamp card
  2. Click "Claim Reward"
  3. Confirm with the customer
  4. Process the reward
  5. Card resets automatically
Before You Redeem: Confirm the customer wants to use their points NOW. Make sure you can fulfill the reward. Redemptions cannot be undone from the terminal.

How Voucher Redemption Works

  1. 1 Customer shows their voucher (on phone or printed)
  2. 2 Enter the voucher code in the redemption area
  3. 3 Verify the voucher details
  4. 4 Click "Redeem"
  5. 5 Apply the discount/reward to their purchase

Voucher States

Valid - Ready to use
Expired - Past expiration
Already Redeemed - Already used
Invalid - Code doesn't exist

Customer can't find their card

Ask for their email address and search for their account. If not found, help them register.

Customer says points are missing

Look up their transaction history. Check the date and amount they mention. If no transaction exists, it may not have been processed. Offer to add points now if appropriate, or refer to your manager for disputes.

Customer wants a refund/reversal

Staff typically cannot reverse transactions. Politely explain: "I'm not able to reverse transactions from here. Let me get my manager to help with that."

New customer wants to sign up

Show them the QR code on your counter display. They scan it with their phone, complete registration on their device, and can start earning immediately.

Customer forgot which card they have

Look up their account by email. Show them which cards they're enrolled in. Process the transaction on the correct card.

Terminal won't load

  • Check your internet connection
  • Refresh the page
  • Clear browser cache
  • Try a different browser
  • Contact your manager

Can't log in

  • Verify you're using the correct email
  • Try the Magic Link option
  • Ask your manager to reset your password
  • Check if your account is active

Search not finding customers

  • Check for typos in the search
  • Try searching by email instead of name
  • Ask the customer to spell their name/email
  • They may not be registered yet

QR scanner not working

  • Refresh the page
  • Check browser permissions for camera
  • Clean the camera lens
  • Use manual email lookup as backup

Click your profile icon and select "Account Settings" to manage:

Avatar - Your photo
Name - Display name
Email - Login email
Password - Update password
Language - Interface language
Time Zone - Local time

Still need help?

Ask your manager or check our FAQ.

View FAQ Back to Help Center