Workflow
Pick the workflow that matches your service model, staff capacity, and checkout reality instead of forcing every location into the same process.
Start with the service reality
The best workflow is the one your team can maintain during a normal busy shift. A theoretically elegant flow is not useful if it adds friction at the counter.
Choose the workflow based on how customers are served today, not on how you wish the operation worked.
Staff-assisted workflow
This is the most direct option when team members already interact with the customer at checkout. A staff member scans the card, adds a Stamp, or validates the reward.
Use this when:
- staff control is important
- reward abuse must stay low
- the checkout interaction is already personal
Kiosk or self-service workflow
This works well when you want less staff involvement. Customers scan the Card themselves and complete the action on a tablet or dedicated station.
Use this when:
- queues are fast
- staff time is limited
- the flow is simple enough for customers to complete alone
Automated or integrated workflow
Automation becomes valuable when the checkout already has a scanning habit or when a POS / API flow can handle the reward logic in the background.
Use this when:
- your operation needs speed at scale
- the team should stay in one interface
- manual reward handling is already a bottleneck
Terminal Mode on a payment terminal
Terminal Mode is the best fit when loyalty should run on an existing Android payment terminal. After payment, the cashier taps Serve customer, a QR appears on the terminal screen, and the customer collects stamps in Apple Wallet or Google Wallet.
Use this when:
- you already have Android payment terminals at checkout
- you want loyalty without a separate tablet, phone, or scanner
- you are an acquirer, processor, ISO, PSP, or terminal reseller rolling loyalty across a terminal estate
See the dedicated Terminal Mode guide for setup, deployment, stamping rules, rewards, and advanced integrations.
One business can use more than one workflow
You do not need a single workflow forever. Many teams start with staff validation, then add kiosk or automated paths when volume grows.
The important part is to keep the customer promise stable even if the internal validation method changes.
Visual walkthrough
Use the screen sets below as a visual companion to the article. Open any image to inspect it at full size.