Identity & Consent (Required Fields, Consent Banners, Record Hygiene)

Turn on Systems requiring a verification code for customer authentication to require OTP when identifying a customer (strongly recommended). (System Settings → Printing & POS Setup)

Learn more from this article: System Settings for Tabit Loyalty

To activate the Hub, you must provide a phone, email, contact URL, and Privacy Policy (these are required fields for the site record powering your Hub). (Customer Hub → Restaurant Details)

Learn more from this article: What is the Loyalty Customer Hub?

Use permissions-gated tools to fix duplicates/number changes: Replace Card / Replace Series, Edit Personal Information, Delete Account, and Export Customer. (Loyalty → Customers)

Learn more from this article: Configuring Loyalty Permissions

Authentication

Customer Hub Requirements (Site Details)

Record Hygiene (Managers)