Three ways customers redeem a beam
Counter PIN, self check-in, or scan. When to pick each one, how to set it up, what your staff do, what the customer does, and how you know a redemption worked.
What's in this video
- There are three ways a customer can redeem (use) a beam: your Counter PIN, self check-in, or scan.
- Counter PIN is the standard way. Pick it when you want staff to confirm every beam at the counter.
- To set it up, tap New Beam. On the Reach & Timing step, under Max Redemptions, the switch Counter PIN to redeem starts on. Leave it on.
- If you have no Counter PIN yet, Beam has you choose 4 digits (you type them twice) before the beam can launch.
- Share the PIN with your staff. You can see it or change it in Settings, under Counter PIN. It also shows on your Dashboard and at the top of the Scan tab.
- At the counter, the customer opens their beam and taps Ask staff for the PIN. Your staff tell them the four digits, and the customer enters them on their own phone. The phone shows Redeemed with a live clock, so staff know it is not a screenshot.
- Self check-in is the hands-off way. Pick it when your counter is busy or unstaffed, and the phone's location is proof enough for you.
- To set it up, turn the same switch, Counter PIN to redeem, off when you create the beam.
- Staff do nothing. The customer taps I'm at (your business name). Beam checks their phone's location once. It only works within about 500 feet of your address. Then they show the Redeemed screen at the counter.
- Scan is for when you go to the customer, or want your own phone to confirm. There is nothing to set up.
- Tap Scan at the bottom, then Scan QR Code. Point your camera at the code on the customer's phone, or type their six-character code. When you see Ready to Use, swipe up and tap Complete Redemption.
- On a self check-in beam, customers can also scan the QR code from your Counter Kit: on their beam they tap Or scan the code at the counter. They still have to be at your business.
- You know it worked when the customer's phone shows Redeemed, or your phone shows Success. The Redeemed count on your Dashboard goes up for every one.