How to use Goody for Windows
This document covers how to use the Goody software for Windows.
- Searching for an existing customer
- Adding a new customer
- Redeeming a reward
- Adding points
- Viewing a customer's history
Searching for an existing customer
Click on the search option
You can now search a customer by phone number, email, part of their name. Note - you do not need to enter the entire email or contact number.
Click on the email of the customer, and this should bring up their details
Adding a new customer
Click on the Blue Icon, then enter the customer's email and phone number. Then click Register
This will create a new account
Ask the customer if they'd like subscribe for extra points
Congratulations, you've just signed up a customer
You name notice that they appear as 'Not Registered'. What does this mean? Basically once a customer is signed up they are emailed a Verification Email. This email requests them to update their Full Name, Date of Birth and Contact number. Once they've completed verification, a name will appear when they are selected.
Redeeming a reward
The orange gift icon is your rewards tab. When you see a blue circle over it, this means that a customer has a reward that they can redeem. To view this, click on the orange gift icon
Select the offer you wish to redeem, and then click Redeem.
The point balance should now decrease, and a pop-up will appear on screen with the updates.
To add points to an account, simply click on the blue icon and type in the amount they spent in store. Then click Confirm
Viewing customer history
To view customer history, click the green icon.
If you accidentally added on too many points, use the history function to find the points and then click Undo. This will adjust the customer's balance.