Perksmith · walkthroughs
See the sale. See what comes next.
A reward is easier to understand when you follow someone using it. Choose a Perksmith demo that starts with your kind of sale, then see the staff steps, the customer’s reward and the record left behind.
Rewards: a reason for the next order.
Start with the customers you want to reach. Choose an offer or loyalty rule, connect the follow-up, then watch a customer use it at checkout. See the balance change and the campaign’s cost alongside its results.
Bring your website or app setup. We can discuss the information it needs to send and the capabilities included in your plan.
Counter: one purchase, from both sides.
Follow staff through billing, payment and an eligible reward. Then look at the customer’s receipt and record. What did they buy? What did they earn or use? What changes if the purchase is refunded?
Choose the business workflow and devices you use; compatibility needs to be confirmed for that setup.
Keeping your billing? Follow the Desk steps.
Complete the bill in your existing system, look up the customer in Reward Desk, enter the bill value and handle the eligible reward. See where staff confirm the action and how staff check that the bill and reward records match.
Desk is a staff-operated rewards route. It does not replace your billing or inventory system.
Bring the awkward sale, too.
An expired offer, a repeated confirmation, a return after points were earned: these are useful demo questions. Bring one along with an ordinary purchase so your team can see what to do when the day does not go exactly to plan.
Before your walkthrough.
Can I bring my own example?
Yes. Tell us what you sell, how you bill and which reward situation you want to follow.
How do I get a relevant demonstration?
Request a live demo through Contact and name the product or current billing setup you want to explore.
Everyday sales. Lasting relationships.