Configuring Aloha Loyalty Settings

The Loyalty Configuration enables you to configure your store settings, such as:

•	FOH screen text.

•	Member Profile fields you want to capture.

•	Additional member profile options specific to your company, such as shirt size.

•	Print and display options.

•	Reward priority.

•	Rounding options for points-based plans.

•	Number of times a member can use their card in one day without manager approval.

Because not all stores are exactly alike, you can make changes to individual stores, as needed. If your company has multiple concepts, you can establish the default settings for your company, and then deviate from the default values for the various concepts. You can create different Front-of-House (FOH) text prompts for each concept, create different print messages, and change the maximum number of rewards applied to each transaction. For example, if you have a fine-dining concept, you can tailor the loyalty program to emphasize the personal touch on your reward vouchers. For your sports bar concept, you can create reward vouchers that highlight your nightly specials.

To access the Loyalty Configuration, select Aloha Loyalty > Configuration and the Welcome to Loyalty Configuration appears. Your access and rights to the functions you can perform in the Loyalty Configuration depend on your security class settings. Contact your system administrator to edit your security settings.

The first time you set up Loyalty, you establish your company default settings, which determine the settings for all your stores licensed for Loyalty. After you establish a company default, you can then make changes to individual stores. To return a store back to the company default, select the individual store in the list and click Delete.

Store Name

— Indicates the name of the store for which you have established Loyalty settings. When you first sign-up with Loyalty, only ‘Loyalty Company Settings’ appears in the list box. The ‘Loyalty Company Settings’ profile establishes the default settings for your company. Refer to Configuring Your Default Loyalty Company Settings for more information. When you make overrides for a store, that store name appears in the list box beneath the ‘Loyalty Company Settings’ profile.

Store ID

— Contains the store ID assigned to the store in Site Setup. The default ID number for the Loyalty Company Settings profile is 0.

Configuring Your Default Loyalty Company Settings

When you first sign-up with Loyalty, only ‘Loyalty Company Settings’ appears in the list box with a store ID of zero. This entry contains the default global settings for all your company stores. You must first configure your ‘Loyalty Company Settings’ profile, and then you can make overrides for individual stores. Once you create overrides for a specific store, that store appears in the list box beneath the Loyalty Company Settings entry.

To configure or edit your ‘Loyalty Company Settings’ profile:

1.	Select Aloha Loyalty > Loyalty Configuration.

2.	Select Loyalty Company Settings.

3.	Click Edit and perform the following procedures as needed for your stores.

•	Configuring the Member Lookup Tab

•	Configuring the Member Profile Tab

•	Configuring the Print/Display Tab

•	Configuring the Rewards Tab

•	Configuring the Company-Defined Member Fields Tab

4.	Click Save to save your Loyalty Company Settings.

The Member Profile tab is only available when you edit your company settings profile.

Add

Click Add to display the Selecting a Store screen, where you select the store you are changing from the default company settings.

There are times when a store needs to have different configuration settings from your default Loyalty company settings. For example, you want to change the FOH button text at one of your Table Service restaurants from “Assign Member” to “Frequent Customer.” Click Add and then select the store in the ‘Select a Store’ list box. After selecting the store, click Next and you can go through each tab and make the modifications for the selected store.

Adding a store in Loyalty Configuration is not the same as licensing a store. Refer to Site Setup to license a store for Loyalty.

To add a store and override the default settings:

1.	Select Aloha Loyalty > Configuration.

2.	Click Add.

3.	Select the store in the ‘Store Name’ column.

4.	Click Next.

5.	Select the tab to edit and make all changes necessary for that store. Refer to the following procedures for additional information on an individual tab.

•	Configuring the Member Lookup Tab

•	Configuring the Print/Display Tab

•	Configuring the Rewards Tab

•	Configuring the Company-Defined Member Fields Tab

6.	Click Save, when you are through editing the new configuration settings for the store.

Edit

To edit your company-wide settings, select ‘Loyalty Company Settings’ in the list box and click Edit. Refer to Configuring the Member Lookup Tab, for more information. To make changes to individual store settings, select the store in the list and click Edit. You must have adequate security rights to make changes to either a store or your company-wide settings.

To edit your company-wide settings, or the override settings for a store:

1.	Select Aloha Loyalty > Configuration.

2.	Select a store in the ‘Store Name’ column. To edit your global Loyalty company settings, select Loyalty Company Settings.

3.	Click Edit.

4.	Select a tab to edit and make your changes. Refer to the following procedures for additional information on an individual tab.

•	Configuring the Member Lookup Tab

•	Configuring the Member Profile Tab

•	Configuring the Print/Display Tab

•	Configuring the Rewards Tab

•	Configuring the Company-Defined Member Fields Tab

5.	Click Save, when you are through editing the configuration settings.

The Member Profile tab is only available when you edit your company settings profile.

Delete

Select a store in the list and click Delete to remove a store override and reset the store back to the company default settings.

To remove a store override:

1.	Select Aloha Loyalty > Configuration.

2.	Select a store in the ‘Store Name’ column.

3.	Click Delete.

4.	Click Yes at the verification prompt.

Copy

Select a store, or the default company settings, and click Copy to copy the settings. You must have security rights to copy settings from one store to another.

To copy store settings to another store:

1.	Select Aloha Loyalty > Configuration.

2.	Select the store containing the settings you want to copy in the ‘Store Name’ column.

3.	Click Copy.

4.	Select the store to which you want to copy the settings in the ‘Store Name’ column.

5.	Click Next.

6.	Make any additional changes on the tabs. Refer to the following procedures for additional information on an individual tab.

•	Configuring the Member Lookup Tab

•	Configuring the Print/Display Tab

•	Configuring the Rewards Tab

•	Configuring the Company-Defined Member Fields Tab

7.	Click Save.

8.	Click Yes at the verification prompt to apply the new settings.