Setup Loyalty System

This article explains how to configure and enable the Loyalty Program from the system settings, including point rules, rewards, and customer notifications. 

MENU> SETTINGS> CUSTOMER> LOYALTY

Go to MENU and press SETTINGS.

Go to CUSTOMER and press on LOYALTY.

Check the box Use Loyalty Program. As well choose POS as the loyalty system provider.

Point Based

1. REWARD FOR: Select how customers earn rewards, either for  PURCHASE or VISIT. 

2. 1 POINT FOR: Input and define the point conversion rate. For example 1 point for every $3 spent or 10 points for visit.

3. RESTRICTION: Sets the minimum amount in the purchase or the minimum hours in between  to count a new visit.

4. COUPON: Select which loyalty coupon will be issued to the customer once the requirements are met. To learn more about loyalty coupons, refer to Create a Loyalty Coupon.

You can check the store Specific box to apply this coupon configuration only to the specific store being configured.

5. POINT REQUIERED FOR COUPON: Set the minimum number of points required for a customer to receive a loyalty coupon.

6. PRINT POINT: Choose how loyalty points will be displayed and printed on the customer receipt. Select the preferred print size.

7. REWARD ON DISCOUNTED ITEM: Enable or disable whether discounted items are eligible to earn loyalty points.

8. REWARD ON POINT DISCOUNT / PAYMENT: Lets you choose how the system calculates rewards on transactions paid or discounted using points.

Messaging and time/event based 

1. Send for Point: Enable notifications when customers earn loyalty points.

2. Delivery Method: Choose how notifications are sent, email only, text only, or email and text.

3. New Customer Coupon: Select which loyalty coupon will be issued to new loyalty customers. 

Dont forget to press SAVE and RESTART to apply any change you made.