How to use Goody for Windows

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This document covers how to use the Goody software for Windows.

 

Searching for an existing customer

Click on the search option

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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.

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Click on the email of the customer, and this should bring up their details

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Adding a new customer

Click on the Blue Icon, then enter the customer's email and phone number. Then click Register

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This will create a new account

Step 2: 

Ask the customer if they'd like subscribe for extra points

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Step 3:

Congratulations, you've just signed up a customer

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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

Step 1:

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

 

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Step 2:

Select the offer you wish to redeem, and then click Redeem.

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Step 3:

The point balance should now decrease, and a pop-up will appear on screen with the updates.

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Adding points

To add points to an account, simply click on the blue icon and type in the amount they spent in store. Then click Confirm

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Viewing customer history

To view customer history, click the green icon.

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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.

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