Loyalty Program Sync Office - Configuration

This section covers some required and optional configuration information regarding the use of the Loyalty Program in Sync Office. You can review this section in whole or specific parts using the links provided.

Roles & Permissions for Loyalty

For general information about roles and permissions, please see Managing Roles & Permissions in Sync. 

The following permissions are related to the Loyalty program and manging members of a center.

Office > Sales Configuration > Loyalty Eligibility - Allow a role to manage which products in Sync are eligible for loyalty points accrual.

Point of Sale > Members > Add New Member - Allow a role to sign up a new member to your center's Brunswick Cloud site.

Point of Sale > Members > Gift Bonus Points - Allow a role to gift bonus loyalty points to members.

Point of Sale > Members > View Member Profile - Allow a role to look up a member by email address.

Creating a Cash Payment Method for Redeeming Loyalty Points

To follow this procedure, you must have the following permission(s) in Sync.

For additional guidance on permissions, see Managing Roles & Permissions in Sync.

• Office > General > Application Access
• Office > Sales Configuration > Manage Cash Payment Methods

1. Open 

   

   Sync Office and log in.

2. Navigate to Sales > Cash Payment Methods.

   

   
   
3. Click the + button to create a new cash payment method.
4. In the New Cash Payment Method Wizard, complete the following:

   • Name (ex. Loyalty)

     
     

     The name of the cash payment method does not impact the function, only how the payment method appears in reporting.

   • General Ledger Account (if using the Sync-QuickBooks integration)
   • Sort Order (Optional)
   • Loyalty Payment Method (Checked / Enabled)

   • Keep Drawer Closed (Optional - Recommend Checked / Enabled)

     
     

     It is recommended to check this option as it is unnecessary to have the drawer open for this type of transaction.

   • Available On MPOS (Optional)

     
     

     This toggle should be checked if you have MPOS tablets and would like customers to be able to redeem loyalty points as a payment option.

   • Description (Optional)

     

     
     
5. Click OK.

Product Loyalty Eligibility

To follow this procedure, you must have the following permission(s) in Sync.

For additional guidance on permissions, see Managing Roles & Permissions in Sync.

• Office > General > Application Access
• Office > Sales Configuration > Loyalty Eligibility
• Office > Sales Configuration > Manage Product Settings
• Office > Sales Configuration > Manage Products

There are 3 different areas where you can enable or disable the eligibility of products to earn loyalty points when purchased. The simplest method is with Loyalty Eligibility.

1. Open 

   

   Sync Office and log in.

2. Navigate to Sales > Loyalty Eligibility.

   

   
   

   From this menu, you can mark individual products or entire subdepartments as being eligible or ineligible to earn loyalty points when purchased.

Additionally, you can also use Manage Product Settings.

1. Open 

   

   Sync Office and log in.

2. Navigate to Sales > Manage Product Settings.

   

   
   

   Like with the Loyalty Eligibility menu, you can mark individual products or entire subdepartments as being eligible or ineligible to earn loyalty points when purchased.

   

   
   

   

   
   

   This menu also lets you modify several other properties of products as well.

Lastly, you can use the New / Edit Product Wizard.

1. Open 

   

   Sync Office and log in.

2. Navigate to Sales > Products.

   

   
   

3. Click the + button to create a new product (New Product Wizard) OR double-click any existing product in the list (Edit Product Wizard).

   
   

   In the Properties tab, each product has a toggle for Loyalty Eligibility.

   This method is best used when creating individual new products.

   

POS Policies: Prompt For Member Info During Payment

If configured, Sync Desk will prompt an employee to enter a guest's email address or scan their OpenLane Member Code (if the POS has a QR/Barcode scanner). 

A pop-up (Member Entry) displays after clicking Pay Now.

To configure this POS Policy:

1. Open 

   

   Sync Office and log in.

2. Navigate to Sales > POS Policies.

3. Check the toggle for Prompt for Member Info During Payment.

   
   

   

   
   
4. Click OK.