Update a Customer’s Role on a Clover POS
Merchants can update the role assigned to a customer directly from the Facilipay Loyalty app on a Clover POS. Roles can be used to segment customers (for example VIPs, staff, or members) and apply different campaigns or pricing rules.
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Open the Facilipay Loyalty app on your Clover POS device.
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Locate the customer account by either:
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Searching for the account manually, or
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Scanning the customer’s QR code to open their profile.
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Once the customer profile loads, tap the avatar icon above the customer’s name.
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On the customer profile screen, open the Role dropdown.
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Select the role you want to assign to the customer.
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Tap OK to confirm the update and apply the role.
The selected role will now be assigned to the customer account.