Customer POS Extension

Lantern includes a POS Extension for viewing customer loyalty details directly in Shopify POS. It also allows a merchant to take loyalty action in person like allowing a customer to redeem points right at the cash, complete and earn event, correct points balances, and have a customer opt-into the loyalty program.

Setting It Up

To enable the extension:

1. Go into the Shopify POS channel in the Shopify Admin
2. Go to Settings → General → POS Apps → Lantern
3. Under "Customize this app" find "Customer details" and click "Add"

The extension will now be available within the Customer profile in the Shopify POS app.

Using the Extension

To use the extension, open the customer's details in POS by either:

• Searching and selecting them in the "Customers" tab
• Tapping their name in the cart if they are already added to it

There are two main parts to the Customer Details extension:

Customer Details

The overview section appears on the customer profile, showing:

• Current point balance
• Loyalty tier
• Points needed to reach the next tier (if applicable)

To view these details, scroll to the bottom of the customer's profile under the "Lantern" heading.

Customer Actions Modal

The actions modal provides tools to manage customer loyalty. To access it, click the "Lantern" action in the customer profile under the "Accepts marketing" toggle.

Available actions include:

Redeem Points

Use a customer's point balance to "purchase" a reward. This is useful for in-store redemptions.

Add from Wallet

Select from rewards the customer has already redeemed or been given that are in their wallet.

Add Adjustment

Manually adjust a customer's loyalty points or spend. This can be used to:

• Correct point balances
• Give points as a customer service action
• Allow manual overrides

Add Earn Event

Manually mark a Lantern earn event as completed. This is useful for:

• Custom earn events (like store check-ins)
• Viewing completed earn events

Benefits

View the benefits the customer receives with their current loyalty tier.

Loyalty Program Membership

Check the customer's membership status and allow them to opt into the program in person if they're not already a member.