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Loyalty Browser Extension

The Loyalty Browser Extension allows staff to access customer loyalty information directly inside DutchiePOS and Treez POS without switching platforms.

Updated over a week ago

This feature is in BETA.

Access Requirements

The extension only works for Dutchie POS and Treez POS.

To use the extension, staff must:

If the extension is opened on an unsupported page, it will display: “No actions available.”

Supported Pages / URLs


Dutchie:

Treez:

Note: "{instance}" at the beginning of above links is to fill in the variable of a User's POS URL. {instance} can be filled with your subdomain prior to '.pos' and be supported by the Loyalty Browser Extension


Extension Settings

Click on your avatar in the upper right to access your settings.

Overlat Settings

  • Customer View: Overlays the AIQ extension on the bottom of the screen

  • Split View: View AIQ loyalty customer data in a split view with your POS. You can drag this to any size.

  • Remember position: Save the position and size that you've selected


Viewing Customer Loyalty Profiles

When viewing a customer in your POS, the extension will automatically look up their loyalty persona.

If a match is found, the extension displays the customer’s loyalty information, including:

  • Loyalty points balance

  • Order history

  • Channel opt-in status (SMS, Email, etc.)

  • Other persona data

This allows staff to quickly confirm a customer's loyalty status without leaving the POS.


Multiple Customer Matches

If the extension finds multiple possible customer matches, a selection screen will appear with the matches.

Staff can:

  1. Review the matching personas

  2. Select the correct customer profile

Once selected, the full loyalty profile will load.


Signing Up Customers for Loyalty

If a customer is not yet enrolled in loyalty, staff can enroll them directly from the extension.

When signing up a customer:

  • The retailer’s configured signup form will appear

  • Staff can complete the form with the customer

  • The new loyalty profile will be created immediately

This allows easy enrollment during checkout or while assisting a customer.


Sync or Export Discounts

Users with Marketing or Owner roles have access to additional sync + export functionality.

How to Sync Discounts

  1. Open the AIQ browser extension

  2. Click Sync or Export Discounts

  3. Click Sync with AIQ

  4. You will see a list of your discounts. Select the ones you want to sync - or select all.

    1. Note: Due to POS rate limiting, this may take a up to a few minutes to load the selected discounts.

  5. Click Sync Selected

  6. This will open a model with several options (you can select none or as many options as you want):

    • Allow duplicate POS ID: Create the discount even if another discount already exists with the same POS ID. Use this if you intentionally want multiple discounts tied to the same POS record.

    • Allow re-sync (update existing): Update discounts that were previously synced instead of skipping them. Keeps the current draft/published status unchanged.

    • Dry run: Preview what will happen without making any changes.
      Runs all checks and shows which discounts would be created, updated, or skipped.

  7. Click confirm and sync

How to Export Discounts

Export all loyalty discounts to a CSV file.

  1. Open the AIQ browser extension

  2. Click Sync or Export Discounts

  3. Click Download CSV

This export can be used for:

  • Reporting

  • Auditing discount configurations

  • Sharing with marketing teams


Sync or Export Personas

Users with Marketing or Owner roles have access to additional sync + export functionality.

Export Personas

This feature is not available for Treez POS.

Export all customer personas to a CSV file.

This export includes loyalty customer data that can be used for:

  • Data analysis

  • External reporting

  • Record keeping

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