How to Transfer a Square Gift Card Balance to a Joe Coffee Account

For customers who wish to transfer their existing Square gift card balance to a Joe Coffee account, follow these detailed steps to ensure a smooth transition. This process involves interaction from both the customer and a Joe Coffee team member.

Step 1: Customer Information at the Register

• Customer Action:

• At the register, the customer provides their phone number and name for the order.

Step 2: Customer Scans and Enters Information

• Customer Action:

• The customer is directed to scan a QR code or visit a specific website link provided at the register.
• They enter their gift card information on the website to initiate the balance transfer process.

Step 3: Anthem Team Member Accesses the Management Portal

• Team Member Action (Matia):

• Log in to the management portal at Manage.joe.coffee.
• Navigate to the Customer Tab.

Step 4: Verify Customer Information

• Team Member Action:

• Enter the customer's phone number to pull up their account details.

Step 5: Transfer the Gift Card Balance

• Team Member Action:

• Once the customer's details are verified, enter the amount from the Square gift card into the Grant Reward Balance section of their account.

Step 6: Customer Receives Balance for Next Order

• Customer Action:

• After the balance transfer is confirmed, the customer will receive a text message or email containing a new 4-digit PIN.
• The customer can use this balance and PIN for future purchases by entering them at the register during their next visit.

Important Notes:

• Ensure that all customer information is entered correctly to avoid any discrepancies in the balance transfer.
• The customer must keep the new 4-digit PIN confidential as it is required to utilize the transferred balance.

This process not only simplifies the transition of gift card balances but also ensures that our customers can continue to enjoy their benefits without interruption.