From time to time you may need to change the Customer Type of a rewards customer in your system. Most of the BayIQ point-of-sale shop management system integrations default customer types to retail at the counter (see more about integrations here), and can be changed to either Fleet or Military during the registration process.
Note: When a customer's Customer Type is changed, their points dollar value will reflect the conversion rate for their NEW Customer Type moving forward.
For example, your shop has a retail rate of 3% and a fleet rate of 0%. Your customer Alex Harvey has 100 points as a retail customer worth $3. When Alex's Customer Type is updated Fleet customer, they will now have 100 points worth $0.
Rewards Customer Types can be edited in two places, the Customer Terminal and Account Information page. Learn how to access your Customer Terminal and Account Information pages here.
First, select the Silhouette Icon.
Then, use the drop-down menu to change the Customer Type.
Select Save Changes at the bottom of the window when finished.
Account Information Page
Select Edit to the right of Customer Info.
Then, select retail, military, or fleet from the Account Type drop-down menu and click Save.
If you have any additional questions, reach out to our Support Team by clicking Submit a Request in the top right-hand corner of this page.