For a quicker and seamless registration flow, customers who buy memberships can be automatically registered to the club with the phone number they provide at the POS. Once they download the app and log in as an existing member, they can update the rest of their member details (see our recommendation below).

NOTES:

• Members cannot redeem any gifts or use club deals in the same transaction in which they purchase their membership. However, they'll be able to accumulate (or trigger any other purchase-based automation) for this purchase.
• When customers download the app without paying for their membership at the POS, a new registration flow should be configured if you want the app to support membership payments and prevent them from registering for free (see step 5 below).

How the Auto Register flow works

1. The POS identifies a non-member by phone number.
2. The POS displays a pop-up with the joining request or error message (the response from Como).
3. The joining item (the membership item code defined by the business) is added to the cart automatically.
4. The purchase is finalized with the customer identifier and the joining item, along with all the other items in the cart.
5. The customer receives a link by SMS to complete the registration and consent to the program T&Cs.

Registering a new member triggers the consent flow: the member automatically receives an SMS or email to consent to the program T&Cs and to fill in the registration form.

To auto-register members from the POS

1. From the Business Profile tab, click POS & Connectivity from the side menu.
2. Under the General tab, locate the Auto Register setting. Enable the setting, then click Add Item Code.

1. Enter the membership item code (so when members purchase this item at the POS, they'll be automatically registered) and the text message that they'll receive once registered (you can also include a link for downloading the app).
2. If relevant, you can add more membership item codes and send different messages for each item (for example, if you have a special membership discount for students).
3. If needed, create a new registration flow for the app to support membership payments (otherwise, customers who download the app without paying at the POS will be able to register for free). For more details, check out the Knowledge Article.

Quick Registration (registering without a purchase)

Auto Register depends on a purchase at the POS. When you want to register a member without a purchase, for example from a sign-up form, a kiosk, or a tablet at the counter, the integrated source can use the Quick Registration call instead.

What it does:

• Registers a new member directly to the loyalty program using only a phone number or an email.
• Triggers the same consent flow as Auto Register: the member receives an SMS or email to consent to the program T&Cs and to complete the registration form.
• Returns an error if a member with the same phone number or email already exists, so the POS or form can surface the message to the customer.

Optional parameters your integration can send:

• quickRegistrationCode: groups members who registered with the same code, and can be used to trigger automations for them.
• referralCode
• joiningCode

Technical details for the integrating developer:

• Endpoint: POST /api/v4/advanced/registration/quick
• Mandatory: a customer identifier (phoneNumber or email)

curl --location --request POST 'https://api.prod.bcomo.com/api/v4/advanced/registration/quick' \
--header 'Content-Type: application/json' \
--header 'X-Api-Key: {{api-key}}' \
--header 'X-Source-Type: {{source-type}}' \
--header 'X-Source-Name: {{source-name}}' \
--data-raw '{
    "customer": {
        "phoneNumber": "0501234567",
        "firstName": "Como",
        "lastName": "POS Team",
        "email": "pos@comosense.com"
    }
}'

The response returns fields from the new member's membership object, including comoMemberId, status, and consent. For the full request and response reference, see the registration/quick call in the developer documentation.

The Completing Membership Details guidance below applies to members registered this way as well.

Completing Membership Details

Once customers are automatically registered from the POS using their phone number, there are different ways you can encourage them to submit the rest of their member details. We recommend sending these members their joining gift only after they submit their registration form in the app. This can be done in several ways:

1. Sending a member who joins the club a pop-up message, that tells them they can claim their joining gift once they update their membership form. The pop-up then directs them to the member profile so they can update their membership details.
2. Creating a special welcome message for auto-registered members (who haven't yet submitted their registration form), that directs them to their member profile to update their membership details.
   • NOTE: If you want to add a longer explanation or message for the member, you can also first open a pop-up from the welcome message that directs them to their member profile.
3. Using both option 1 and 2 together.

Once the registration form is submitted, you can send them their joining gift. Below is a detailed explanation of how to complete the second flow (and also helps to understand the other 2 flows).

To encourage members to submit their member details

1. Create an automation to tag members who make a purchase containing the membership item code. For example, you can tag them "Auto-Registered".
2. Create a welcome message to encourage members to complete their registration form in order to receive their joining gift:
   • Add the tag from Step 1 (so only these members can view the welcome message).
   • Add a welcome message title, such as "Get your joining gift".
   • Add a button action that either opens a pop-up that tells the members to update their registration form to get their joining gift (by clicking Update from their member profile, with the pop-up button set to open the member profile), or opens the member profile directly.
3. Create an automation that untags the member and sends them their joining gift once they submit their registration form:
   • Trigger: Updates membership details
   • Condition: Field Changed, Field: Operation, Operation: UpdateMembership
   • Action: Send an Asset (to send the joining gift)
   • Action: Tag/Untag member (to untag with whatever tag you used in Step 1)