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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.

  1. Open the Facilipay Loyalty app on your Clover POS device.

  2. Locate the customer account by either:

    1. Searching for the account manually, or

    2. Scanning the customer’s QR code to open their profile.

  3. Once the customer profile loads, tap the avatar icon above the customer’s name.

  4. On the customer profile screen, open the Role dropdown.

  5. Select the role you want to assign to the customer.

  6. Tap OK to confirm the update and apply the role.

The selected role will now be assigned to the customer account.