Load Funds - Square Gift Card Transition
Objective: The customer walks in and has been gifted a Physical Gift Card from their family and friends. Now it’s time for the customers to transfer their balance to their joe Account during their transactions.
Transfer Flow:
- Customer walks in and begins ordering their drink and food!
- The customers mention to you that they want to pay with their physical Gift Card
- Square Process:
- Grab the Square Gift Card from the customer and activate Square on the iPad below the Point of Sale System
- Tap the Gift Card icon then Swipe the Gift Card using the white Square Reader
- The Gift Card Balance will now appear on the Square System
- Joe POS Process:
- Upon confirming the Gift Card Balance you will ask the customer to enter their phone number on the customer facing screen
- Go to Checkout Screen:
- Select Load Funds
- Enter the Amount the Gift Card value shown on Square
- Select Grant Store Credit
- Then Tap Confirm
- Return to Square:
- Select Clear Balance
- Select Cash Out
- Select Clear Balance
- Then continue the order process as normal.
- Upon selecting Gift Card as Payment Method the customer will receive a text with their 4 digit Pin which can also be found in the joe App Wallet. Review article here!
Benefits:
- Customer now has their balance associated with their phone number - they can use the Gift Card balance to pay at register or order ahead
- Shop you can now resell and reuse the gift cards for another customer in the future.