How to Enable Onsite Geofencing Check-In

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Objective

This SOP explains how to turn on geofencing (on-site check-in) for your location so customers must verify they are physically present before earning points. It also covers how to apply the setting to an individual customer when you need to prevent abuse without affecting everyone.

Key Steps

1. Understand what geofencing does 0:00

• Geofencing creates a virtual boundary around your business location.

• Customers scanning the QR code will only be able to earn points if they confirm they are physically at the location.

• This is used to reduce abuse of the loyalty program and ensure points are earned on-site.

2. Know what customers will be asked to do 0:15

• When geofencing is enabled, customers must allow temporary location sharing on their phone.

• The system verifies they are at the business location before awarding the point.

• If they are not on-site, they will not be able to complete the check-in successfully.

3. Turn on on-site check-in in the admin portal 0:32

• Go to Settings in the admin portal.

• Find and enable Require Onsite Check-In.

• Save the change so the geofencing requirement applies to check-ins.

4. Review the impact before enabling it for everyone 0:43

• Understand that this adds friction to the customer experience.

• All customers will need location services enabled on their phones to earn points.

• Use this setting carefully if you want to avoid affecting every customer.

5. Use the dashboard to identify a suspicious customer 1:11

• Open the dashboard and locate the customer account you want to review.

• Check whether the customer appears to have visited outside business hours or otherwise abused the QR code.

• Confirm the issue before applying a restriction.

6. Open the customer wallet and enable on-site check-in for that customer only 1:26

• Open the customer’s wallet from the dashboard or from the Lead Connector app note section.

• Tap the location tag icon.

• Select On-site check-in to require that specific customer to be physically at the club to collect points.

• This setting affects only that customer and does not impact everyone else.

7. Verify the customer-specific restriction is active 1:50

• Enter the customer’s phone number if needed.

• Confirm the on-site check-in requirement is turned on for that individual.

• Verify that no other customers are impacted by this change.

8. Test the customer experience 2:02

• Use the QR code check-in flow as a test.

• Enter the phone number and tap Add a point.

• Allow location access when prompted.

• Confirm the system blocks the point if the customer is not physically at the location.

Cautionary Notes

• Do not enable universal on-site check-in without considering customer friction. Every customer will need to allow location services to earn points.

• Use customer-specific on-site check-in when possible if you only need to stop one person from abusing the system.

• Location services must be enabled on the customer’s phone for geofencing to work.

• Geofencing depends on accurate location data, so customers outside the boundary or outside business hours may be blocked from earning points.

• Confirm the customer is actually abusing the system before applying restrictions to avoid unnecessary support issues.

Tips for Efficiency

• Use customer-specific on-site check-in first when dealing with suspected abuse; it is faster and avoids affecting your entire customer base.

• Keep a simple internal process for reviewing suspicious check-ins, such as checking time of visit against business hours.

• Test the feature with one staff phone before rolling it out broadly.

• If you enable universal geofencing, prepare a short customer-facing explanation so staff can quickly answer questions about location permissions.