Configuring the Member Lookup Tab

There are two required buttons for Front-of-House (FOH) operations in the POS system, Assign Member, and Member Report, and one optional button, Member Information. Use the Member Lookup tab to configure:

•	The button text that appears on the Assign Member and Member Report buttons (Table Service only).

•	The Table Service FOH prompt text that appears when an employee selects the Assign Member button (Table Service only).

•	The Table Service FOH prompt text that appears when an employee selects the Member Report button (Table Service only).

•	The Table Service and Quick Service FOH button and prompt text that appears when an employee selects the Member Information button (optional).

This section covers how to configure the Assign Member and Member Report buttons for Aloha Table Service, and how to configure the Member Information button for both products. Refer to Configuring Aloha POS for Loyalty, for information on how to configure the Assign Member and Member Report buttons for Aloha Quick Service.

Loyalty Member Lookup Settings

The Loyalty Member Lookup Settings area of the screen enables you to configure the Loyalty Assign Member button for Aloha Table Service.

POS button text for assigning a member

— Designates the text to appear on the FOH button you use to assign a member to a guest check. There are two text boxes and each text box equates to a line on the button. Type the first line of text in ‘Line 1’ and the second line of text in ‘Line 2.’ The default values for ‘Line 1’ and ‘Line 2’ are ‘Assign Member.’

POS prompt text for swiping member’s Loyalty card

— Designates the text to appear when the FOH prompts the employee to slide the Loyalty card through the magnetic card reader (mag card reader). The default text is ‘Swipe Member’s Card.’ Exercise caution if the text contains more than 60 characters. You can add line breaks to the text by using ‘\n’ before the 30th character, so that all text displays on the FOH.

Require Loyalty member card to be swiped and disallow manual entry unless approved by a manager

— Indicates you want to force your employees to slide all Loyalty member cards across a mag card reader. If an employee attempts to manually enter a card number, they encounter a FOH prompt that requires manager approval.

Allow Members to Use Other Forms of ID

The Allow Members to Use Other Forms of ID area of the screen enables you to configure the Member Information button for Aloha Table Service and Aloha Quick Service. You only need to configure this button if you want to allow your employees to look up a member using an alternate form of ID, such as their driver license or phone number, in the case where the member does not have their Loyalty card with them.

Allow Members to Use other Forms of ID

— Activates the Member Information button in the Aloha POS FOH screen. When an employee selects this button, a searchable profile information screen appears allowing the employee to search the Loyalty database using criteria other than the member’s Loyalty card number. You determine the criteria by which the employee can search using the Member Profile tab. Selecting this option enables the following text boxes:

POS button text for entering member’s other form of ID

— Designates the text to appear on the FOH button you use to access a searchable profile information screen. There are two text boxes, and each text box equates to a line on the button. Type the first line of text in ‘Line 1’ and the second line of text in ‘Line 2.’ The default values for ‘Line 1’ and ‘Line 2’ are ‘Member Information.’

POS prompt text for entering member’s other form of ID

— Designates the text to appear in the prompt to slide the Loyalty card through the mag card reader. The default text is ‘Enter Member Information.’ Exercise caution if the text is more than 60 characters. You can break the text by using ‘\n’ before the 30th character, so that all text appears on the FOH.

POS Loyalty Report Button

The POS Loyalty Report Button area of the screen enables you to configure the Loyalty Member Report button for Aloha Table Service.

POS button text for Loyalty report

— Designates the text to appear on the FOH button for the Loyalty member report in Aloha Table Service. Type the first line of text in ‘Line 1’ and the second line of text in ‘Line 2.’ The default values for ‘Line 1’ and ‘Line 2’ are ‘Member Report.’

POS Aloha Loyalty Member Lookup Search Buttons

The POS Aloha Loyalty Member Lookup Search Buttons section enables you to configure which alternate search methods appear on the FOH. If you have a large memeber database, searches can take time searching through every field selected in the Member Profile tab in the ‘Other Member Profile Ids’ column. This section enables your FOH staff to only search by name, or email; therefore, reducing search times. You configure both Table Service and Quick Service FOH buttonn text in this section.

The following requires Aloha POS 12.3 or higher. Please consult your Aloha representative for more information.

POS button text for member Name search

— Contains the text on the button to intiate a member search by their first and last name. There are two text boxes, and each text box equates to a line on the button. Type the first line of text in ‘Line 1’ and the second line of text in ‘Line 2.’ The default values for ‘Line 1’ and ‘Line 2’ are ‘Member Name.’

POS prompt text for member First Name search

— Contains the text used on the POS screen when entering the first name when searching for the member number.

POS prompt for member Last Name search

— Contains the text used on the POS screen when entering the last name when searching for the member number.

POS button text for member Phone search

— Contains the text on the button to initiate a member search by their phone number. There are two text boxes, and each text box equates to a line on the button.

POS prompt text for member Phone search

— Contains the text used on the POS screen when entering a phone number

POS button text for member Email Address search

— Contains the text on the button to intiate a member search by their email address. There are two text boxes, and each text box equates to a line on the button.

POS prompt text for member Email Address search

— Contains the text used on the POS screen when entering an email address.

To configure the Member Lookup tab:

1.

Type the text to appear on the FOH button used to assign a member to a guest check. If you are using Quick Service, you define your POS button text in Panel Editor. Refer to Adding the Assign Member Button in Configuring Aloha POS for Loyalty for information on creating the assign member button in Aloha Quick Service.

2.	Type the FOH text used to prompt the employee to assign the Loyalty member to a guest check.

3.	Select Require Loyalty member card to be swiped and disallow manual entry unless approved by a manager, to force the employee to enter Loyalty cards using a mag card reader.

4.	Select Allow Members to Use other Forms of ID to enable your employees to look up members using another form of identification. Steps 4 through 6 applies to both Aloha Table Service and Aloha Quick Service.

5.	Type the FOH text used to prompt for an alternate form of ID.

6.	Type the text to appear on the FOH button used to look up a member using an alternate form of ID.

7.	Type the text to appear on the FOH Loyalty report button. If you are using Quick Service, you define your POS button text in Panel Editor. Refer to Adding the Member Report Button in Configuring Aloha POS for Loyalty for more information.

8.	Select the Member Profile tab to continue the configuration, if necessary.