How to Update a Customer's Role on a Clover POS

You must have access to your Clover POS with the Facilipay Loyalty app installed.
Have the customer's QR code or account details ready.

Open the Loyalty App
Open the Facilipay Loyalty app on your Clover POS device.
Locate the Customer
Find the customer account by either:
1. Searching for the account manually, or
2. Scanning the customer's QR code to open their profile.
Open the Profile
Once the customer profile loads, tap the avatar icon above the customer's name.
Open the Role Dropdown
On the customer profile screen, open the Role dropdown.
Select a Role
Select the role you want to assign to the customer.
Confirm the Update
Tap OK to confirm the update and apply the role.

The selected role is now assigned to the customer account. Any campaigns or pricing rules linked to that role apply on their next purchase.

Verify before changing: Make sure the role change is intended — some roles affect pricing.
Document role changes: Keep a brief log of role updates for audit and accountability.
Need help? For role-related queries, contact support@facilipay.io.

Update the role assigned to a customer directly from the Facilipay Loyalty app on a Clover POS. Roles let you segment customers (for example VIPs, staff, or members) and apply different campaigns or pricing rules.