Gift and Loyalty | Punchh
To set up the loyalty integration between Punchh and point of sale (POS) in the Genius Portal, enable the new service for the company, then add the service on the site level.
Company Settings - Enable Service
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Enable the Self-Service Integration Onboarding (SSIO) in the Portal under Company Settings. Complete these steps before activating the service at the site-level:
From the Genius Portal, select the company name.
From the Home page, navigate to Settings and Tools → Company Settings.
From the left of the Company page, select Services.
From Services, locate and select Punchh.
From Edit Punchh - General, toggle Yes for Enabled.
From Edit Punchh - General, the define the following settings:
Field Name
Description
Loyalty Provider
Select Punchh from the dropdown.
Send all orders
Toggle Yes to activate.
Environment
Specifies the loyalty provider environment:
Production - Select this option if the site should be pointed to loyalty provider production environment.
Sandbox - Select this option if the site should be pointed to loyalty provider testing/development environment.
Custom - Select this option to specify custom environment link.
Custom Merchant URL
For Custom Environment only. This URL is provided by Punchh.
Custom Data Sync URL
For Custom Environment only. This URL is provided by Punchh.
From Edit Punchh - Registration, toggle Yes for Enabled.
From Edit Punchh - Registration, select Add Field.
From Add Registration Field, type Phone in the Search box and select the Phone checkbox and select Add Field.
From Edit Punchh - Registration, select Add Field.
From Add Registration Field, select the First Name checkbox and select Add Field.
From the Edit modal, select Done.
From Services, select Save.
Site Settings - Enable Service
Prerequisite: Complete Company Settings before proceeding.
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To enable self-service onboarding for a single site:
From the Genius Portal, navigate to → .
From Sites, select the site.
From the left side of the Site page, select Services.
From Services, select Add Service.
From Add Services, select Punchh, then select Add Service.
To the right of Punchh, select the 3-dot menu, then select Edit.
From Edit Punchh, define the following settings:
Field Name
Description
Location Key
Enter the location key provided by Punchh for a selected site in the text field.
Environment
Specifies the loyalty provider environment:
Use Company Settings - Select this option if the selected site should inherit company loyalty configuration.
Production - Select this option if the site should be pointed to loyalty provider production environment.
Sandbox - Select this option if the site should be pointed to loyalty provider testing/development environment.
Custom - Select this option to specify custom environment link.
From Edit Punchh, select Validate to validate the credentials.
From Edit Punchh, toggle Yes to enable Punchh for the site.
From the Edit Punchh, select Done.
From the upper-right of the Site page, select Save.