Membership — Earning and Redeeming Points

    MeeD POS's membership system makes it easy to build relationships with regular customers. Customers earn points on every purchase and can redeem them for a discount right at checkout.

    CRMEarn pointsRedeem pointsiPad / iPhone
    M

    MeeD POS Team · Tested on real iPad ·

    How to Use It

    Part 1 — Set Up the Membership System

    1

    Open the Left Menu → Tap 'Settings'

    Tap the ☰ icon in the top-left corner to open the menu, scroll down to "System", and tap "Settings".

    The MeeD POS left menu's System section, selecting Settings
    Requires an Owner or Admin account to access the settings menu.
    2

    Enable the Membership System and Set Point Earn/Redeem Rates

    On the settings screen, tap "CRM & Loyalty Points Settings", then turn the "Enable Points Program" and "Enable Points Redemption" toggles to green.

    Set the rates per your shop's policy — e.g. every ฿100 = 1 point, and every 100 points = ฿1 — along with a minimum purchase amount to earn points. Then tap "Save".

    The MeeD POS CRM settings screen with earn/redeem toggles on, and rate and minimum amount fields set
    Earn and redeem rates can be adjusted per your shop's policy, and changed anytime without affecting points already earned.

    Part 2 — Add a New Member

    3

    Open 'Customers' → Tap '+ Add Customer'

    Tap ☰ and select "Customers" under "Customers & Services". If there are no customers yet, the system shows "No customer data found". Tap "+ Add Customer" in the top-right corner, or "Add Your First Customer" in the center of the screen.

    The MeeD POS Customers screen with no data yet, showing an Add First Customer button
    4

    Fill In Member Details and Tap 'Save'

    Enter the Name and Phone Number (required) — last name, birthday, and gender are optional extras. Once complete, tap the orange "Save" button at the bottom.

    The MeeD POS Add Customer screen with fields for first name, last name, phone, and birthday
    The phone number is used as the primary ID for looking up a customer — enter it correctly and make sure it's unique.
    5

    Confirm the Member Appears in the List

    The system returns to the "Customers" screen automatically and shows the new entry with a green "Active" status, a starting balance of ★ 0, and a spend total of ฿0.00.

    The MeeD POS customer list showing Sommai Jaidee, Active status, 0 points

    Part 3 — Link a Member to an Order to Earn Points

    6

    On the Sales Screen, Tap 'Walk-In Customer' in the Top-Right Corner

    Add items to the order as usual, then tap the "Walk-In Customer" button with a person icon in the top-right corner of the order, to open the member search popup.

    The MeeD POS sales screen with a Walk-In Customer button in the top-right corner of the order
    7

    Search for and Select a Member from the Popup

    The "Select Customer" popup opens — enter the phone number with the keypad, or tap the "Name" tab to type a name instead. The system shows matching results — tap the customer's name to select.

    The MeeD POS Select Customer popup, entering a phone number or name to search
    If the customer isn't a member yet, add them instantly by tapping the "Name" tab and filling in a few brief details, without leaving the sales screen.
    8

    The Member's Name Appears on the Order — Ready to Earn Points

    The top-right button switches from "Walk-In Customer" to the member's name, with an orange dot indicating the order is now linked to a member. Continue the sale as usual.

    The MeeD POS sales screen showing Sommai Jaidee's name in the top-right corner in place of Walk-In Customer
    9

    Tap 'Pay' and Choose a Payment Method as Usual

    Tap the orange "Pay" button at the bottom — the payment screen shows the order details along with the linked customer's name. Choose a payment method and proceed as usual.

    The MeeD POS payment screen showing Sommai Jaidee's order, total ฿235.40
    10

    Payment Complete — Points Recorded Automatically

    Once payment completes, the system shows a "Payment Successful" popup with the receipt number and timestamp. Loyalty points are recorded for the customer automatically and instantly — no extra confirmation needed.

    The MeeD POS Payment Successful popup, receipt #2605-000023
    11

    The Receipt Shows the Customer's Name and Points Earned

    The receipt shows "Customer Info" and "Points Earned: +2 points" — the customer can keep the receipt as a record.

    The MeeD POS receipt showing customer info for Sommai Jaidee and +2 points earned
    Points are recorded the instant a bill closes, and the customer can redeem them on their next purchase.
    12

    Check the Points Balance on the Customer List

    Open the "Customers" menu — the points balance now shows ★ 2, along with total spend and purchase count. This data updates in real time with every purchase.

    The MeeD POS customer list showing Sommai Jaidee, ★2 points, average spend ฿470.8

    Part 4 — Redeem Points for a Discount

    13

    Select Items → Tap 'Walk-In Customer' → Select the Member

    Add items to the order, then tap "Walk-In Customer" and search for and select a customer with a points balance. Their name shows with the remaining points, e.g. "★ 2 points".

    The MeeD POS Select Customer popup for an order where points will be redeemed
    14

    Tap the '★ Redeem Points' Button on the Order

    Once a customer is selected, a "★ Redeem Points" button appears on the order's bottom bar. Tap it to open the redeem-points popup.

    The MeeD POS order screen showing Sommai Jaidee, 2 points, with a redeem points button
    15

    Choose How Many Points to Use → Tap 'Confirm Redemption'

    The "Redeem Points" popup shows the remaining balance and exchange rate, e.g. 1 point = ฿0.01. Enter the number of points to use, or tap a shortcut — "25%", "50%", "Use All" — and the system calculates the discount instantly. Then tap "Confirm Redemption".

    The MeeD POS Redeem Points popup with Use All tapped, showing a -฿0.02 discount
    16

    The Order Shows a Discount from Redeemed Points

    Back on the order screen, a "★ Points Discount -฿0.02" line is added to the total. The "Redeem Points" button highlights orange to show it's active.

    The MeeD POS order screen showing a points discount of -฿0.02 and a total of ฿331.68
    17

    Tap Pay — the Amount Already Reflects the Points Discount

    Tap "Pay" — the payment screen shows "★ Points Discount -฿0.02" and the correct net amount due. Proceed with the customer's chosen payment method.

    The MeeD POS payment screen showing a points discount, amount due ฿331.68
    18

    The Receipt Shows Points Used + New Points Earned from This Bill

    The receipt shows full points detail: Current Points Balance, Points Redeemed, and New Points Earned from this bill.

    The MeeD POS receipt showing current balance 3 points, points used 2, points earned +3
    Even after redeeming points for a discount, the customer still earns new points on this bill's total as usual.

    Cautions

    1

    Select the customer before tapping Pay

    If forgotten, it can still be fixed later via "Customers" → tap the customer's name → adjust points with a reason — but this must be done manually, with no automatic link to the bill.

    2

    Points are calculated from the amount actually paid

    The amount used to calculate points is the total after all discounts and promotions, not the pre-discount total.

    3

    The purchase must meet the set minimum

    If a bill is below the minimum amount (e.g. under ฿100), the customer won't earn points on that bill.

    Tips for Cashiers

    💡

    Ask every customer before tapping Pay

    Make it a habit to ask "Collecting points today?" before charging every bill — it prevents forgetting to select the customer.

    🔍

    Searching by phone number is fastest

    Typing a phone number in the "Select Customer" popup finds results faster than a name, since phone numbers have no spelling ambiguity.

    ⭐

    Tell the customer their points after closing the bill

    Let them know how many points they earned and their total balance — it leaves a good impression and encourages repeat visits.

    Frequently Asked Questions

    I forgot to select a customer before paying — can I add points after the fact?

    Yes — go to "Customers", tap the customer's name, and the system opens a screen to adjust points with a reason.

    Do loyalty points expire?

    It depends on your shop's settings. If no expiry date is set, points never expire — check and adjust this under "Settings → CRM".

    Can a customer earn points across all branches?

    Yes — member data and points balances are shared across every branch under the same account, so customers can earn and redeem at any branch.

    Where can I see a customer's points history?

    Open "Customers" and tap the customer's name — you'll see their purchase history, total spend, points balance, and every redemption.

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    Need More Help?

    Have a question about setting up the membership system, or want the team to walk you through it? Get in touch.

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