Staff Training and Best Practices

Operational checklist and best practices for checkout identification.

2 min read

Consistent customer identification at checkout is essential for accurate SVC attribution and retention tracking. Train all staff members on the identification process and reinforce these practices during onboarding and regular check-ins.

Merchant Customer Insights showing customer segments, SVC issued, and retention metrics — Accurate checkout identification feeds directly into your customer insights and retention analytics

Staff checkout checklist

Identify the customer before taking payment — this is the most important step

Use the QR code first where possible — it is faster and reduces manual entry errors

If scanning is unavailable, use the member code manually

Make sure the customer is attached to the sale, cart, or order before payment is finalised

If your store uses a custom integration workflow, follow your configured SpenVest setup

Do not assume that scanning the code processes payment — it is identification only

If the customer does not have their code available, follow your store's fallback procedure

Reminder: identification only

Scanning the SpenVest code or entering the member code does not redeem SVC, does not reduce the sale total, and is not a payment method. The merchant still completes payment normally through the POS. This step links the transaction to the customer's SpenVest account for later attribution.

Consistency drives accuracy

The more consistently staff identify customers before payment, the more accurately transactions are attributed. This improves threshold tracking, SVC issuance accuracy, and the quality of your retention analytics.

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POS API Integration

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