The method for enrolling customers will depend on whether you have chosen to enable Auto-Enroll or not.
Auto-Enroll Enabled
If you have Auto-Enroll enabled, all of your customers will be automatically enrolled into the program when they are added to Heartland.
To add a brand new customer to Heartland and enroll them in the program:
Click "Add Customer" in the Heartland Retail POS Screen.
In the pop-up window click "Add Customer" in the top left.
Fill out the details you want to gather on your customer. First and Last name, Email, etc.
Click the "Add" button in the top right.
Your customer is now added to your program! (also added to the current transaction)
Auto-Enroll Disabled
If you have Auto-Enroll disabled adding a customer is still very simple.
Click "Add Customer" in the Heartland Retail POS Screen.
In the pop-up window click "Add Customer" in the top left.
Fill out the details you want to gather on your customer. First and Last name, Email, etc.
Change the enrollment field which you configured during account set-up to the appropriate value. In this example account, we are setting the "Loyalty Member" field to "True"
Click the "Add" button in the top right.
Your customer is now added to your program! (also added to the current transaction)