Attaching TapMango Customers To Toast Sales

This guide covers the different ways to attach a customer's TapMango rewards account to a sale on Toast.

Using a Paired TapMango Tablet

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Quick Search Code

This method requires a TapMango tablet paired to your Toast register. Your customer signs in on the tablet, and you attach their rewards account to the sale using a quick search code.

Note: The quick search code is set by TapMango. The default is usually 00 - confirm with your account manager or our support team during setup.

① If you haven't already, sign in using your Toast employee PIN.

② Ask the customer to sign in on the paired TapMango tablet.

③ On Toast, click Rewards followed by Look Up Customer.

④ Enter your quick search code and select Done. The customer's profile will attach to the sale as long as they're still signed in on the tablet.

Attaching Customers Without a TapMango Tablet

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If you don't have a TapMango tablet paired to your register, you can look up a customer's account directly on Toast using their phone number, name, email, or keytag.

Phone Number

① If you haven't already, sign in using your Toast employee PIN.

② Select Rewards from your menu, then select Look Up Customer.

③ Ask the customer for the phone number they use for their rewards account.

④ Enter their number and select Done. Their profile will attach to the sale and any available rewards will appear. If no match is found, try the Full Search method below.

Full Search

Use this method if the customer doesn't remember which phone number they used, or doesn't want to say it out loud.

① If you haven't already, sign in using your Toast employee PIN.

② Select Rewards from your menu, then select Look Up Customer.

③ On the popup, select Lookup to open the search screen.

④ Ask the customer for their name, email, or phone number. Full or partial searches work for any of these fields.

⑤ Enter their information and select Done.

⑥ Select the correct customer from the search results, then select Done. The customer is now attached to the sale.

Keytag Scan or Number

① If you haven't already, sign in using your Toast employee PIN.

② Select Rewards from your menu, then select Look Up Customer.

③ On the popup, select Scan to open the camera, then face the keytag's QR code towards the camera to scan it. Alternatively, type the 9-digit keytag number directly in the text box.

④ Select Done. The customer's profile will attach to the sale. If you receive an error, the keytag may not be assigned to an account.

Additional Questions?

As always, if you have any additional questions that aren't covered in this guide do not hesitate to contact us and we'll be happy to help.