Process AppLab Loyalty Transactions in Shift4 Dine

Add a Loyalty Member Manually From the Order Entry Screen

1. Tap the three vertical dots in the top-right corner of the Order screen.
2. Tap Attach Loyalty.
3. Locate the member using any supported lookup method.

Add a Loyalty Member Automatically When a New Order Is Created

With Enable Loyalty Prompt set to "New order is created," the member lookup dialog appears automatically when the order is opened. Locate the member using any supported lookup method, or dismiss the dialog to continue without loyalty.

Add a Loyalty Member Automatically at Payment

With Enable Loyalty Prompt set to "Tapping Pay," the member lookup dialog appears when the cashier taps Pay. Locate the member using any supported lookup method, or dismiss the dialog to continue without loyalty.

Enroll a New Member on the Workstation or Handheld

1. Tap the Loyalty button on either the ticket screen of a new ticket or the Handheld dashboard.
2. Enter the guest's phone number and tap Continue.
3. If the number is not connected to an existing account, the Member Not Found dialog appears and displays the phone number you entered.
4. Tap Create Account.
5. The Workstation returns to the previous screen — either the ticket screen or the dashboard — and displays a confirmation toast message.

Note: Quick Registration can also be started from the ticket grid on the main screen.

Enroll a New Member on the Customer-facing Display

1. The guest enters their phone number on the display and taps Continue.
2. Because the number is not connected to an existing account, the Join & Start Saving dialog appears, displaying the entered phone number.
3. The guest taps Create Account.
4. The display shows a You're In! confirmation message.

If AppLab Loyalty Enrollment Fails

If the account cannot be created — for example, because the loyalty provider is unreachable — the Workstation or Customer-facing Display shows an error message. The order is not affected, and the cashier can continue the transaction without loyalty, then attach or enroll the member later.

Apply AppLab Loyalty Rewards to an Order on the Workstation

All loyalty rewards are applied at the payment step.

1. Build the order as usual.
2. Confirm a loyalty member is attached to the order. If not, attach one. See Add an AppLab Loyalty Member to an Order.
3. Tap Pay to open the payment tender screen.
4. Tap the Loyalty button in the tender options.
5. Review the guest's available rewards and select each reward to apply it.
6. Complete payment.

Apply Loyalty Rewards to an Order on the Handheld

You apply rewards on the Handheld at the payment step. The Handheld does not have a Loyalty button in the tender options.

1. Build the order as usual.
2. Confirm a loyalty member is attached to the order. If not, see Add an AppLab Loyalty Member to an Order.
3. Tap Pay to open the payment screen.
4. Tap the three vertical dots in the top-right corner, then tap Attach Loyalty.
   
5. Review the guest's available rewards and tap each reward to apply it.
6. Complete payment.

Types of AppLab Loyalty Rewards Available

Both reward types below are applied using the same steps.

• Item-level rewards: A free item, a buy-one-get-one (BOGO) offer, or a dollar- or percentage-based discount on a specific item.
• Ticket-level rewards: A percentage off or a dollar amount off the full order.