Setting up your loyalty program
The Loyalty Program enables your customers to accrue loyalty points when they spend money with you. They can then use those points as payment.
This article will explain how to:
- Customise your Loyalty Program
- Accrue loyalty points
- Use loyalty points as payment
- Edit a customer's loyalty point balance
- Exclude individual items from accruing points
1. CUSTOMISING YOUR LOYALTY PROGRAM
To customise your Loyalty Program, please click:
- Manage, then
- Loyalty Program
Use the checkbox to Enable the program, then select:
- How many points are earned per money unit spent
- How many points are required to redeem one money unit
For example:
- Each $1.00 spent = 1 point earned
- To redeem $1.00 = 10 points are required
- So, 1 point = $0.10
- Equivalent discount: 10.00%
On this page, you can also select if the loyalty points are accrued on tax paid, and you can apply the program in bulk to all products, services and employees.
2. ACCRUING LOYALTY POINTS
Loyalty points will be accrued when customers pay for sales. You can view the amount accrued per sale in the bottom right-hand corner.
3. USING LOYALTY POINTS AS PAYMENT
If a customer has accrued loyalty points, they can be used as payment for a sale. The balance will appear as a payment method on the sale payment screen.
Please note that loyalty points cannot be used for online payments.
4. EDITING A CUSTOMERS LOYALTY POINT BALANCE
To view or manually edit a customer's loyalty point balance:
- Open the customer profile
- Select the Gift Cards/Credit tab
In the Loyalty Points section, you can either:
- Manually change the balance
- View a list of transactions and changes that have affected the balance
5. EXCLUDING INDIVIDUAL ITEMS
You can exclude individual products, services or employees from accruing loyalty points by editing that individual item and disabling the Loyalty Enabled checkbox.
