Training Guide

Add Loyalty Customer to Ticket

Attach a customer profile before checkout so points, discounts, and purchase history stay connected to the sale.

Before You Start

Confirm you are signed in with the correct permissions and that the customer, ticket, or supplier record you need is open before making changes.

Need More Help?

If you want a guided walkthrough for Add Loyalty Customer to Ticket, use the support page or request a personalized demo from the Nuri team.

Quick Steps

  1. Start or recall the ticket, then confirm the line items are correct before adding customer data.
  2. Open the loyalty or customer search option from the ticket actions area.
  3. Search by phone number, email address, or customer name and choose the matching profile.
  4. Verify that the ticket now shows the customer name or loyalty account before taking payment.
  5. Complete the sale and confirm the receipt reflects the loyalty customer on the transaction.

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