One Loyalty Program. Online + In-Store.

At the counter, step by step

1. 1

   Add the customer to the cart

   Staff search by name, email or phone in Shopify POS, as they do for any order. The Anchor tile on the home screen shows the member summary: points and the number of rewards available.

2. 2

   Open the loyalty block on the customer screen

   The block shows the points balance, the tier, the rewards the customer can afford right now, the next rewards and how many points they need, and recent activity such as purchases, welcome bonus and redemptions.

3. 3

   Redeem a reward

   Tap Redeem reward, pick one the balance covers, and Anchor creates the discount code and applies it to the cart. If the cart cannot take the code, the code is shown so staff can enter it by hand. Unused codes from earlier redemptions are listed too.

4. 4

   Take payment

   The order is paid as usual. Points for the order are awarded when Shopify marks it paid, at the same earn rate as online, with the tier multiplier applied.

5. 5

   Sign up walk-in customers

   If the customer is not a member yet, staff can join them to the program from the same screen. If a welcome bonus is set, it is awarded on the spot.

What staff see in Shopify POS

Home screen tile

Points and rewards available for the customer on the cart. Opens the full loyalty view.

Customer screen block

Points, tier, rewards available, next rewards with the points still needed, and recent activity.

Redeem reward action

Lists the rewards the balance covers, applies the chosen discount code to the cart, and shows the code if it has to be typed.

Join the program

Signs a walk-in customer up to the program, with the welcome bonus if you have one.

Staff access

A staff account only sees loyalty details if the store owner has given it access to the Anchor app in Shopify admin. Otherwise the tile says so.

Clear errors

Not enough points, expired points, a tier the reward needs, a reward limit reached: each case is explained in plain words on the screen.

What you need

• check_circleShopify POS on any Shopify plan. The Anchor POS extension installs with the app; there is nothing separate to add in the POS app beyond enabling the tile.
• check_circleAnchor on any plan, including Free. POS does not need Growth or Pro.
• check_circleStaff accounts with access to the Anchor app, set by the store owner in Shopify admin.
• check_circleThe same earn rules as online. Points are awarded on paid orders; refunds take the points back.