Loyalty Program Overview
The Loyalty add-on lets you run a points program with tiers. Customers earn points on every completed purchase, earn faster as they move up tiers, and redeem points as store credit. The POS tracks it all. A store has one program.
What this covers
How tiers work. A tier has a name, a Minimum points threshold and a multiplier of 1 or more. A member's tier is the highest one whose threshold they have reached. Example: Bronze at 0 and 1x, Silver at 500 and 1.5x, Gold at 1,500 and 2x.
Earning. A customer must be enrolled first. Once enrolled they earn points on each completed order from the earning rate (for example 1 point per ₱1) multiplied by their tier's multiplier. Points are worked out on what the customer pays, after discounts and after points they redeem. Points are whole numbers, rounded down.
Redeeming. Each point is worth a fixed amount, such as ₱0.50, once the customer reaches your minimum. At the register, attach the member, then tap Redeem in the Summary's Loyalty section and choose the points (type them, or tap Minimum, Half or Max).
Finding members. Loyalty members in the sidebar, directly under Customers, lists everyone enrolled, with search and a tier filter. Tap one to open their membership.
Set it up. See Setting Up a Loyalty Program, Managing Tiers and Members and Points.
Works with
| Add-on or plan | What changes |
|---|---|
| Loyalty add-on | Required. Free during the free trial. Without it the Loyalty menu hides and the server refuses. |
| Customers | Only enrolled customers earn points. New customers are not enrolled automatically. |
| Gift Cards add-on | The part of a sale paid by gift card earns points. The part paid with points does not. |
| Customer cards | A customer can see their points on their own phone. See Customer Cards. |
| Live sync (Lite and up) | Other devices see the change at once. On lower plans they pick it up the next time they refresh. |
Guides in this section
Related guides
Edge cases
- Refunds. When an order is refunded, the points it earned are taken back and the points it used are given back, in the same share. When only some items earned points, they come back from the refunded items that earned them.
- Gift cards. The part paid by gift card earns points. The part paid with points does not.
- Items that do not earn. You can leave products, services or whole categories out, or reward only a few. See Setting Up a Loyalty Program.
- Suspended members. Suspending pauses earning. They can still redeem what they have. Their card page does not show points until you Resume earning.
- Program switched off. Nobody earns or redeems, and points do not expire. Balances are kept. Adjusting a balance by hand still works.
- Deleting a customer freezes their points on record, and the nightly points-expiry and tier jobs skip them.