What is "Staff Validation" and how does it work?
Staff Validation adds stamps using a secret 4-digit store PIN entered on the customer's phone. It is a backup method — for everyday use, and for issuing several stamps at once, the Code Generator is simpler and needs no PIN.
Before you set this up: Store PINs are a backup method. If your goal is to issue several stamps at once, the Code Generator does that in a single scan with no PIN to memorise, lose or share with staff. See which method to use.
Whenever customers wish to add loyalty stamps or redeem rewards on the Flex Rewards app, they will be prompted to ask your staff which validation to use. The options are “Staff Validation” or “Contactless”.
“Staff Validation” refers to the method of adding loyalty stamps on your customer’s digital loyalty card using a secret 4-digit PIN code. It is useful when you need to override the waiting period on a printed contactless code — for example to add several stamps at once, since a printed code only issues one per scan.
In this example, we will walk through the process of using the 4-digit PIN code when adding a loyalty stamp to your customer’s card.
Step 1: Customers will show their stamp card in the app
To add a loyalty stamp to your customer’s stamp card with a 4-digit PIN, first ask your customer to show their stamp card on the Flex Rewards app.
Step 2: Tap “Staff Validation”
Tap “Add Stamp” and select the Staff Validation option.
Step 3: Enter the 4-digit PIN code
Enter the secret 4-digit PIN store code into your customer’s phone. A stamp will now be added to your customer’s loyalty card.
Step 4: Locate your 4-digit PIN code
To locate the secret 4-digit PIN code for your stores, go to the Validation page of your merchant dashboard and select “Store Pins”. You’ll now see all the secret 4-digit PIN codes at the bottom of your screen.
Tap “Instruction Sheet” on one of the stores and a 1-page PDF will download, which you can print out and hand to your store manager.
Turning PIN validation off
If you’d rather not require a PIN at all, you can switch it off yourself under Issue Stamps.
Worth thinking about before you do: the PIN is what stops a customer adding stamps to their own card without a staff member present. With it off, whatever method you use to issue stamps no longer has that check behind it.