What Knownbee is and how to link a guest at the till

Knownbee is the app guests use for your loyalty programme. It holds their cards from every place they visit, their gift cards and one personal code they show at the till. Verimly runs Knownbee; your business sees only its own customers.

What guests see in Knownbee

Knownbee is a free app for iPhone and Android phones. Guests sign in with their email or phone number and a 6-digit code; there is no password. The app has four tabs:

• Wallet: their Cards (one per place) and Gift cards, with balance, rewards ready and history.
• Discover: places on Knownbee nearby or by city, including welcome gifts. Only places with an approved listing appear, see Get listed in Knownbee.
• My code: their Knownbee code as a QR code, with the code written under it (RG-XXXX-XXXX). The same code works at every place where they are a member.
• Profile: name, contact details, language, signed-in devices and their data.

How a guest gets your card

Every customer you save is a Knownbee customer from the start. There is nothing to link or activate.

• You save them. Staff add the guest with their email or phone, at the till or in the back office. They earn from the first paid order. When the guest signs in to Knownbee with that email or phone and accepts Knownbee's terms, the card is waiting for them with its balance and history.
• They scan your join QR code. It opens Knownbee, where they join your place. See Set up loyalty.
• They find you in Discover and choose Join and get the card.

When joining in the app, the guest agrees that your business keeps their details for its loyalty programme, and can choose to get news and offers from you.

On their profile in Customers, a guest shows Uses the Knownbee app once they signed in, and Not in the app yet before that. Both earn the same.

Link a member to an order on the POS

Do this before taking payment: points and stamps go to the customer on the order when it is paid.

1. 1On the order, or on the payment screen, tap Add customer. You can also choose Attach customer from the order's actions.
2. 2Find the guest in one of these ways: - Scan the QR on their My code screen with a barcode scanner, or tap Scan with camera. A scanned code attaches the customer straight away. - Type the code under their QR, for example RG-K7QD-2M9X. Older VM- codes still work. - Type at least two characters of their name, phone or email and pick them from the list.
3. 3The sheet shows the customer, their Balance and, if they use the app, Uses the Knownbee app.

To switch to someone else, tap Change customer. To take them off, tap Remove from order. Neither is possible while a reward is redeemed on the order.

Save a new customer at the till

1. 1In the customer search, tap New customer.
2. 2Enter a phone number, an email address or both. "An email address or phone number is all you need."
3. 3Only tick Agrees to receive offers and news if the guest says yes.
4. 4Tap Save and attach.

If a customer display is connected and set up for it, you can tap Ask on customer display so the guest types their own details.

Who can do what

Common questions

Does the guest need the app to earn?

No. A guest without a smartphone earns as long as you save them with an email or phone and attach them to their orders. Find them by name or phone at the till.

Can I install the app or sign in for the guest?

No. The guest signs in on their own phone and accepts Knownbee's terms themselves.

Does my business see where else the guest goes?

No. A place sees the guest's name, contact details, and their visits and balance there. Scanning a Knownbee code only finds your own customer.

The guest wants to pay with a gift card

That uses a different code, see Pay with a gift card.

If something goes wrong

• The code is not found or the guest earned nothing: Points, stamps or a member code are not working.
• The guest lost their phone: Reset or replace a member code.
• The guest is in Customers twice: Merge duplicate customer profiles.