Incomplete Customer Information
During the manual on-boarding process you may come across frequent buyer cards with incomplete customer information. That's okay we have a couple of conversion methods that eliminate the issue. Pre-Boarding and a Customer Upload both bypass the initial need for completed customer information allowing you to add a customer for whom you do not have an email address or phone number. This process allows you to add the customer and update their purchases to keep your on-boarding process flowing smoothly.
Incomplete customer information will need to be filled in. The email address and phone number serve as unique identifiers to keep customers from being duplicated in Astro and, also, are key to utilizing the Marketing Suite. When checking out a customer with incomplete customer information you will see a prompt to add the information.
Select either Incomplete Customer Information or Click Here to finish customer account setup. By selecting either of these options a window will appear and allow you to add the missing customer information an give you the option to add any additional pet information.
In the window add the missing customer information and select Save Petowner Information. If your customer has not yet added their email address and would like to receive the Verification Email that includes the link to the Customer App you can also select Save and Send Verification Email at this time. Once you have saved the customer information has been added and you are ready to continue checking out your customer.
Checking Out Customers
How to Checkout a Customer in Astro 4. Adding & Checking Out Customers from Astro Loyalty on Vimeo. You will be using this interface to check out customers in person as well as add their active (un-redeemed) paper cards into Astro when you are first ...
Adding a New Customer
How to Create a Pet Owner Account for a New Customer 4. Adding & Checking Out Customers from Astro Loyalty on Vimeo. The video above shows how to add a new customer prior to the launch of our new Astro Marketing Suite. The main difference between ...
Upload an Existing Customer List for New Astro Retailers
This article is for onboarding new retailer's customers. Uploading customer lists is done when a retailer first joins Astro and has a blank account. We can only upload one list, so make sure the list has the correct customer's information to the best ...
How to Combine Duplicate/Merge Customer Accounts
If you notice that you have two active customer accounts for the same customer, or if you have a couple that wants to combine their cards onto one customer account you can use the Combine Duplicate PetOwner Accounts feature. This method is ...
Customer List | Accessing Customer Accounts - Look Up / Edit / Delete / Export
Your customer list is located under the Customers menu at the top of your Astro homepage. You will now see your complete customer list. If you have multiple locations the customer list will look a little different depending on which location you ...