Tabs now hold more information

Swiping a credit card will auto-populate a guest’s first/last name on a tab. However, now if you choose to rename the tab, you can without losing the original tab name associated with the guest’s credit card.

On this example screen, we renamed this tab to “Large Party”. The cardholder’s name “Weithorn/Kelli” now appears under “Large Party”. 

How to add “hold” and “don’t make” instructions to an item

After adding an item to a tab, and before you hit “send”, you have the option to swipe left on the item to reveal a “Hold” and “Don’t Make” button. Choose one of these options to alert the kitchen/bar about what to do with this item. If you choose “hold” on an item, you can remove the hold at any time by simply highlighting the item and tapping “send”.

To access those buttons, swipe left on an item that has not been ordered yet. Then click either “hold” or “don’t make”. 

How to process a card payment with the EMV chip reader

With UNION, you now have the option to “dip” guests’ debit/credit cards with chips.

Here’s how: 

  1. Click “Pay”.
  2. Select “Dip CC” from the payment option buttons
  3. Insert the debit or credit card into the Ingenico device’s chip reader

How to set up VIP program parameters

UNION allows you to assign “VIP” status to return guests based on the amount they’ve spent, their number of visits per week or month, or a combination of both.

Here’s how to define your VIP program: 

  1. Log in to the Manager Portal using the username/password assigned to you during your installation.
  2. Once logged in, click on Settings > General Settings > CRM
  3. On the CRM Settings page, scroll down to the VIP Program section, and make sure the “Enable VIP’s to show on the POS” toggle is turned on.
  4. Scroll down to “Define your VIP program”, and choose how you would like to define a customer as “VIP”: choose “Big Spender”, “Frequent Visitor”, or both. If you choose “Big Spender”, enter the dollar amount a customer will need to spend, and whether that amount is weekly, monthly or quarterly. If you choose “Frequent Visitor”, enter the number of times they need to visit, and whether that amount is weekly, monthly or quarterly.


We get how important it is to make sure your business is bringing in new customers, regularly. We also get that it’s equally as important to get new customers to come back after their first visit. To help in that challenge, UNION offers something no other POS on the market offers: a customer profile on the POS that displays customer notes, favorites and historical stats as soon as you swipe their credit card.

The more you know about your customers, the more opportunities you have to boost revenue AND customer satisfaction. Our data shows that on average, your “regulars” (those who have visited 5+ times over the past 2 months) make up less than 5% of your total customers but account for over 20% of your sales.

So imagine if you could raise that 5% to 10% or 15%? Our real-time Customer Loyalty feature will allow you to instantly recognize return customers and VIPs alike so you can make this a reality. With the swipe of a return-customers credit card, you will see:

  • Customer name
  • Their favorite items
  • The last time they visited
  • How often they visit weekly/monthly
  • Staff notes about that customer

Let our platform go to work for your business.