EPOS KNOWLEDGE BASE

Kiosk CRM – Customer Flow

 
POSTED ON  BY NICHOLAS TEN

This page serves as a guide to how customers will be using the kiosk through each steps: 

  1. Register/login as a member → See “Customer Registration” tab
  2. Make an order → See “Orders” tab
  3. Earn membership points as a member → See “Membership Points” tab

💡 Refer to Kiosk CRM – Business Set-Up for setting up the kiosk for these features. 

 

⬇ Explore the functionalities of the kiosk CRM by toggling between tabs below.⬇

Prior to customers making orders, the kiosk would always prompt customers about your CRM program to get them to sign up/sign in as members. This would help ensure that most orders made are tagged with a customer profile and you would also start learning more about your customers through their purchases. 

This page covers the following registration flows: 

    1. Customer Sign Up (Through QR code) 
    2. Customer Sign Up (Through Phone Number)
    3. Customer Login

 

1. Customer Sign Up (Through QR code)

    1. Customers will first select a mode of dining

    2. Customers will click on “No, Sign me up!”

    3. Customers then scan the QR on the screen using their phones

    4.  Customers will be redirected to the Customer Portal to sign up
    5. Once customers are done signing up in the portal, users will click on “Next”
    6. Customers will then enter the phone number they signed up with to log in as a member
    7. Once done, users will click on “Login Now!”

    8. Users will then be redirected to the menu page, with their account tagged to the order/transaction

 

2. Customer Sign Up (Through Phone Number) 

    1. Customers will first select a mode of dining

    2. Customers will click on “No, Sign me up!”

    3. Customers then enter their phone number on the kiosk screen

    4. Once done, users will click on “Next”

    5. Users will then be redirected to the menu page, with their account tagged to the order/transaction

 

3. Customer Login

    1. Customers will first select a mode of dining

    2. Customers will click on “Yes, Login Now!”

    3. Customers will enter their phone number on screen

    4. Once done users will click on “Login Now!”

 

Coming soon!

Through the kiosk, customers are able to Earn & Pay for their orders using Membership Points. 

 

💡 For customers to earn & pay membership points, the requirements below have to be met:

    1. Requirements in Kiosk Set-Up – “Kiosk CRM Setup” tab has been set up
    2. Customers must register/login as a member to be tagged to the order (see “customer registration” tab)
    3. Users must have sufficient points to pay for the whole Order

 

Upon making their orders and reaching the checkout page, users will:

    1. Users will select the Membership Points as their preferred payment method

    2. Click on “Confirm”