Invite store visitors to join your Birthday Club using Shopify POS, even if they've just come in to browse. A great way to start a conversation and encourage future engagement. This feature can be added to your Shopify POS terminal in just a few simple steps with our POS UI Extension.

In this article, we will first guide you through those simple steps. We will then describe the various ways the tile can be used.

Steps

1. Navigate to Point of sale > Settings within your Shopify admin area. If you have previously used Happy Birthday on POS then you may see the Smart grid tile enabled. If so then it is important to now click Remove as this relates to the old style 'Loyalty' tile that will soon be deprecated by Shopify.

2. Click Add for the Additional areas option.

Your settings should now resemble the screenshot below:

3. Next step is to open the POS Home screen on your terminal:

4. Click the Add tile option:

5. Select the App tile option:

6. Select Happy Birthday app:

7. Click Add on the Capture new birthdays (POS UI extension) option:

Click Save and the tile will then be added to your POS Home screen:

Tile behaviours

There are four states that the button can display. These are:

1. Add a customer - A customer has not yet has been added to the cart. Option to Add a customer to your Birthday Club

2. Add this customer - A customer has been added to the cart but is not a member of your Birthday Club. Option to Add this customer to your Birthday Club

3. Customer is already a member - The email associated with the order is also linked with a member of your Birthday Club, but does not have a currently valid birthday discount.

4. Apply Birthday Discount - The email associated with the order is also a linked to a member of your Birthday Club and does have a currently valid discount to use - Option to Apply Birthday Discount to order:

Add a store visitor to your birthday club on POS

To add a store visitor to your Birthday Club, simply tap the tile:

Enter their details and then click the Add Birthday button:

If your store visitor has already been added to the cart, then the Name and Email fields will be pre-populated with those details and just the birthdate required:

A confirmation dialog will appear:

Congratulations! You now have a brand new Birthday Club member.

It really is that simple!

Yes! Please take a look at our article that covers collecting post-purchase Birthdays with Shopify POS. It's quick and simple to enable and the perfect way to end the checkout and encourage future re-engagement.

Please get in touch with support if you need any further assistance.