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Documentation/Managing Customers/Adding Customers
Managing Customers

Adding Customers

Learn how to add customers to your loyalty program using QR codes or manual entry methods.

Adding Customers

Learn how to add customers to your loyalty program using QR codes or manual entry methods.

Overview

There are two primary ways to add customers to your Niqati loyalty program: through QR code scanning (customer self-service) or manual entry by staff. Each method has its advantages depending on your business flow.

💡 Recommended Approach

Use QR code scanning for most customers — it's faster, requires less staff time, and gives customers control. Use manual entry for special cases or when customers prefer it.

Method 1: Customer Scans Your QR Code

This is the fastest and most customer-friendly method. Customers add themselves to your loyalty program in under 5 seconds.

Step-by-Step Process

  1. Go to your card detail screen in the Niqati app
  2. Tap "Wallet Link" or "QR Code" to generate your unique QR code
  3. Display the QR code to your customer (on your device screen or printed)
  4. Customer opens their phone camera and scans the QR code
  5. A web page opens with "Add to Apple Wallet" or "Add to Google Wallet" button
  6. Customer taps the button — card is added to their wallet instantly
  7. No app download, no sign-up form, no friction

Best Practices

  • Print your QR code: Display at checkout counters, on tables, or in windows
  • Include in marketing: Add QR code to receipts, business cards, and social media
  • Staff training: Train staff to point customers to the QR code at checkout
  • Multiple locations: Place QR codes throughout your business for visibility

Advantages

  • ⚡ Fast — under 5 seconds from scan to wallet
  • 📱 No app download required
  • 👤 Customer self-service — no staff intervention needed
  • 🌍 Works with both Apple Wallet and Google Wallet
  • 🔒 Secure — direct wallet integration

Method 2: Manual Entry by Staff

Add customers manually when QR scanning isn't practical or when customers prefer staff assistance.

Step-by-Step Process

  1. Go to the "Customers" tab in the Niqati app
  2. Tap "Add Customer" button
  3. Enter customer's name
  4. Enter customer's phone number
  5. Tap "Save" to create the customer record
  6. Share the customer's unique QR code with them (optional)

When to Use Manual Entry

  • Customer doesn't have their phone with them
  • Customer prefers staff assistance
  • Technical difficulties with QR scanning
  • Adding family members or corporate accounts
  • Special customer service situations

Advantages

  • 👥 Personal interaction with customers
  • 🔧 Works when technology fails
  • 📞 Capture customer contact information directly
  • 🎯 Good for building relationships

Disadvantages

  • ⏱️ Slower than QR scanning
  • 👨‍💼 Requires staff time
  • 📝 Potential for data entry errors

    • Viewing and Managing Customers

    The Customers tab provides a comprehensive view of your customer base.

    Customer Information Displayed

    • Name: Customer's registered name
    • Phone number: Contact information
    • Total points balance: Current points available
    • Visit count: Total number of visits
    • Last visit date: Most recent interaction
    • Card status: Active or inactive

    Quick Actions

    From the customer list, you can:

    • Tap a customer to view their full profile
    • Add points directly from the list
    • Send notifications to individual customers
    • View transaction history
    • Edit customer information

    Search and Filter

    • Search: Find customers by name or phone number
    • Filter: View active, inactive, or all customers
    • Sort: Organize by name, points, or last visit

    Printing QR Codes

    For maximum visibility, print your QR code and display it prominently.

    Printing Tips

    • Use high-resolution images for clear scanning
    • Print at least 2x2 inches (5x5 cm) for easy scanning
    • Include your logo and a call-to-action (e.g., "Scan to join our loyalty program")
    • Place at eye level in high-traffic areas
    • Laminate for durability in high-use locations

    Placement Ideas

    • Checkout counter
    • Tables (for restaurants and cafés)
    • Front door or window
    • Receipts
    • Business cards
    • Packaging or bags
    • Social media profiles

    Sharing QR Codes Digitally

    Beyond physical printing, share your QR code digitally for broader reach.

    Digital Sharing Methods

    • WhatsApp: Send QR code image to customers
    • Instagram: Add to stories or highlights
    • Website: Embed on your website
    • Email: Include in newsletters
    • SMS: Send via text message

    Troubleshooting

    QR Code Not Scanning

    • Ensure good lighting
    • Hold camera steady at appropriate distance
    • Check that QR code is not damaged or faded
    • Try using a different camera app if built-in camera fails

    Customer Can't Add Card

    • Verify they're using Apple Wallet or Google Wallet
    • Check that their wallet app is up to date
    • Ensure they have internet connection
    • Try manual entry as backup

    Duplicate Customer Records

    • Search by phone number to identify duplicates
    • Merge records if needed (contact support for assistance)
    • Encourage customers to use the same method consistently

    Next Steps

    Once customers are added, you'll need to add points for their purchases. Continue to Adding Points to learn how to issue points.