Loyalty Settings
Use this page to enable loyalty and set tenant-wide rules for earning points, point expiry, redemption rate, and loyalty gift-card expiry.
Open the screen: Sidebar → Settings → Loyalty Settings
Plan add-on
Requires Customer loyalty on your plan and LOYALTY SETTINGS permission.
Tenant-wide
Settings apply across your business, not per outlet.
Loyalty program configuration
What it does
Single form card Loyalty Program Configuration with a master switch and numeric fields.
Step-by-step
- Open Loyalty Settings.
- Turn Loyalty Program on or off.
- When on, set the fields below (disabled while program is off).
- Tap Save Settings (Saving... while working).
- Success: Loyalty settings saved successfully (or API message).
Fields
| Field | Meaning |
|---|---|
| Loyalty Program | Master on/off switch |
| Loyalty Points per Money Unit | Points earned per currency unit spent (hint: e.g. 10 points per $1) |
| Loyalty Points Expiry Days | Days until earned points expire |
| Loyalty Gift Card Expiry Days | Expiry for loyalty-issued gift cards |
| Points to Conversion Rate | Points needed for $1 discount (hint: e.g. 100 points = $1) |
When Loyalty Program is off, numeric fields are disabled.
Rule changes
Changing earn or redeem rates affects live loyalty behaviour — tell staff before saving major changes.
Common mistakes / FAQs
- Fields greyed out. Turn Loyalty Program on first, or you lack UPDATE permission.
- Failed to load. Page shows Failed to load loyalty settings with Retry — first-time setup may show defaults until you save.
Permissions
| What you need | Why |
|---|---|
| LOYALTY SETTINGS — READ | Open page |
| LOYALTY SETTINGS — UPDATE | Change fields and Save Settings |