How to reward customers with loyalty points.
Loyalty points reward regulars. Customers earn points on completed orders, and the points turn into store credit or can be spent like cash at checkout.
- Who it is for
- Owners and managers
- Plan
- Advance and Team
Set up your points program
- Open Marketing > Loyalty (for gyms, Members > Loyalty).
- Under Program settings, switch on Program active.
- Fill in Points earned per, the points a customer earns for each 1 unit of your currency. Set it to 0 to stop automatic earning.
- Set Point value (cents) and Points per block. Usually Points per block stays at 1, so the point value is the value of one point.
- Set Minimum redemption (points) and an optional Signup bonus (points) for new loyalty accounts. The Preview shows what the minimum is worth in store credit.
- To let members spend points like cash at the counter and in the member app, switch on Pay with points at checkout.
- Tap Save program. Changes apply to new sales only; existing balances stay.
Add or remove points by hand
- Open the customer's profile and find Loyalty wallet.
- Enter a Points change (use a minus sign to take points away) and, if needed, a Credit change.
- Type a Reason and tap Adjust wallet.
Use points and credit at the counter
To let staff apply points, wallet credit and member discounts while taking payment, switch on Member benefits at checkout in Settings > Features. The Member benefits panel then shows in the payment window when a customer is attached to the sale.
What your customers see
- Their points balance in the member app, and points added after each completed order.
- With Pay with points at checkout on, the option to spend points off the bill.
Common problems
- Customers are not earning points.
- Check Program active is on and Points earned per is above 0. Points are earned when an order is completed and paid, and the customer must be attached to the order.
- Loyalty shows an Upgrade label in the menu.
- Loyalty points are part of a higher plan. Compare plans on the pricing page.
- I changed the point value. Did old balances change?
- No. Changes apply to new transactions only. Existing balances are kept.
Related guides
- How to set up loyalty tiers and member grades
- How to sell store credit and wallet top-ups
- Marketing and loyalty
More in Marketing and loyalty, or start with the getting started guide. Still stuck? Contact us.