Loyalty Program
Use Loyalty Program to reward repeat customers automatically — a guided setup wizard the first time you open it, then a dashboard to manage earning rules, rewards, VIP tiers, time-limited promotions, and member points. Requires the Customer loyalty add-on on your plan.
Recommended setup order
- Overview - you are here.
- Loyalty Program - run the setup wizard, then manage the dashboard's Analytics, Members, VIP Tiers, Rules & Rewards, Promotions, and Settings tabs.
Loyalty Program
Menu path: Loyalty Program
First visit with no program yet: a short pitch, a "how it works" explainer, then a 5-step wizard (Basics, Earning Rules, Rewards, VIP Tiers, Launch). Once launched, the same menu item opens a dashboard instead — pause or resume the program, and manage rules, rewards, tiers, promotions, members, and settings across six tabs.
Full guide: Loyalty Program.
Tips
- Setup takes about 3 minutes and nothing is permanent — every wizard choice can be changed later from the dashboard.
- At least one earning rule and one reward are required before the program can launch; VIP Tiers are optional and can be added later.
- Loyalty rules, rewards, and settings apply tenant-wide, except a Promotion, which can be scoped to one location.
- Coordinate earn/redeem rate changes with staff before saving — they affect live checkout behavior immediately.
- For customer-facing behavior at checkout, see POS: Loyalty & Gift Cards.
