Loyalty Program Setup Guide
1. Go to Dashboard > Settings > Customer & Loyalty. In the Loyalty section, click on Details
2. How Customers Earn Reward Points:
- Points per Item:
- Customers earn a specific number of points for purchasing certain items. This is set up within the Products/Items section.
- Points per Amount Spent:
- Customers earn points based on the total amount they spend.
- Points per Visit:
- Customers earn points when assigned to a ticket and meet a minimum purchase amount.
- Earning and Applying Points: Customize how points are earned and applied.
3. How Customers Redeem Rewards:
- Free Items: Customers can redeem specific items as rewards. These are set up within the Products/Items section.
- Discount on the Entire Sale: Customers receive a percentage or fixed amount discount on their entire order. Only one redemption is allowed per order.
4. Set Up Products/Items: Go to Products > Items.
Select the items you want to set up for earning and redeeming points.
5. Earning Points:
To earn points, a customer must be assigned to a ticket containing items with earning points enabled and must complete the purchase:
6. Redeeming Points:
Order redeemable items:
- Add items with redemption points enabled to the order.
- Assign customer to the ticket:
- If the customer has enough points, they will receive a system notification.
- Select the item to redeem:
- A “Redeem” button will appear. Clicking it will redeem the item and mark it with a red “R”:
Complete the payment:
After payment, the ticket will display the customer’s remaining points, total redeemed points, and redeemed items with a $0.00 price.
7. How to manually add or remove loyalty points to a customer profile
Navigate to the POS Dashboard > Customer/Vendor > Click on the number of Reward Points you wish to add or remove with the preferred name
Adjust it to your preferred point amount, then hit the “Enter” button on your keyboard.
In the example below, I adjusted the Reward Point for David Nguyen to 1,000.00.
In essence, this guide outlines the steps to set up and manage a loyalty program within the system. It covers how customers earn points, the types of rewards available, and the process of redeeming points.