How do I set up the Loyalty Program?
To set up the Loyalty Program, choose Manage > Loyalty Program
Complete the following fields:
| Field | Description |
| Loyalty Enabled | Select this checkbox to activate your Loyalty Program |
| Loyalty Include Tax | Select this checkbox to earn points on tax paid ie for $10 plus 10% GST = $11: Select the checkbox to earn points on $11 Deselect the checkbox to each points on $10 |
| Loyalty Points Buy Money Unit | Enter how many Loyalty Points equals 1 money unit eg 10 points required to buy $1 |
| Loyalty Points Earn Money Unit | Enter how many Loyalty Points are earned for each 1 money unit spent eg 1 point earned for each $1 spent |
To apply the Loyalty Program to your Products, Services and Employees in bulk, click Bulk set products / services / employees
Click on the options to enable / disable the Loyalty Program for you Services, Products and Employees, in bulk
For instructions on how to exclude / include specific Services, Products or Employees, see How do I exclude/include specific products, services or employees in the Loyalty Program?
Click Save
Note:
- Loyalty points are calculated and assigned/removed when the sale is closed, whether the sale has been paid for or not.
- Loyalty points added are on the item in the sale, so if you add an item to a sale, but don't pay for it, it will still add the points to the customer. If you want to remove the points, you need to remove the item from the sale.