How to Test Katalyst In Store

Staff attach a TapMango customer from the Katalyst register, then apply one reward or take payment without one. This does not use a TapMango tablet.

Do not look up a Katalyst loyalty customer on the check. Katalyst customers do not sync to TapMango. Use TapMango Rewards instead.

Look up the customer

1Step 1Open the check and ring in the items. Do not attach a Katalyst loyalty customer.

Katalyst register with items rung in, before Tap to Pay

2Step 2Tap Tap to Pay. The first time on that check, the register opens a pin pad named TapMango Rewards.

TapMango Rewards phone number pad

3Step 3Enter the customer's phone number. Email works if you do not have the phone number.

4Step 4Press Enter.

This is a lookup, not a search. The phone number or email has to match exactly. A partial number will not find the customer.

If the pin pad was closed, open it again from the payment screen. Under Other Payment Methods, tap the green TapMango Rewards button.

New customer

If no TapMango customer matches, the register shows "No TapMango customer found. Create a new account to continue."

Field	Required
First Name	No
Last Name	No
Email	No
Marketing consent	No
Terms of Use	Yes

A phone number is enough to sign someone up. Ask the customer out loud before checking marketing consent.

New TapMango account screen on the Katalyst register

If a welcome voucher is set to be assigned, the customer receives it as soon as they sign up.

Apply a reward

The register shows the customer's name, phone, email, points, and the rewards on the account.

Blue rewards apply to this sale. Tap one to apply it.
Grey rewards are on the account but do not apply to this sale. They cannot be tapped.

A blue reward that applies to this sale, and grey rewards that do not

The applied reward shows in the rewards list and on the check. Only one reward can be used on the sale.

The reward applied on the check

From this screen, staff can remove the customer from the check or review the discount that was applied.

Take payment

1Step 1Tap Back.

2Step 2Take payment, with or without a reward.

3Step 3When the sale is finished, Katalyst sends it to TapMango. Points and any reward that was used are recorded on the customer.

The green TapMango Rewards button stays under Other Payment Methods if the pin pad needs to be opened again.

Other Payment Methods with the TapMango Rewards button

Common questions

Can staff look up rewards before ringing anything inNot yet. The customer is attached from the payment step.

Can the customer use the customer-facing screen on the Katalyst registerNot right now. Staff attach the customer from the employee screen.

Can a TapMango tablet be paired to the registerNo. In-store loyalty on Katalyst does not use a TapMango tablet.

If you have any questions, talk to us and we'll be happy to help.

Articles in this section

Look up the customer

New customer

Apply a reward

Take payment

Common questions

Comments

Articles in this section

Look up the customer

New customer

Apply a reward

Take payment

Common questions

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