Loyalty and Rewards

Look up a customer's points, add points by hand, and keep a catalog of rewards.

How loyalty works in this version

Loyalty is managed in the Web admin, under CRM. Each customer has a points balance with a list of the changes made to it.

Look up a customer's points

You need permission to view loyalty.

1. Open Points Lookup
   In the Web admin, go to CRM > Points Lookup. The Loyalty Points screen opens.
2. Search
   Under Find Customer, type a name, email or phone number and click Search. Up to 20 matching customers are listed with their CURRENT BALANCE.
3. Open the customer
   Click View. The Adjust and Bonus buttons in the same row go straight to those forms.

The customer's loyalty screen shows:

Transaction types you will see:

Award bonus points

Use this to give a customer points, for example for a birthday.

1. Open the form
   Find the customer in CRM > Points Lookup and click Bonus, or click Award Bonus on the customer's loyalty screen.
2. Enter the points
   Fill in Bonus Points to Award: a whole number from 1 to 100,000.
3. Enter the reason
   Reason for Bonus is required. It is shown in the customer's transactions.
4. Click Award Bonus
   You return to the customer's loyalty screen with the message "Bonus points awarded successfully. New balance: ..."

Adjust points

Use this to correct a balance.

1. Open the form
   Find the customer in CRM > Points Lookup and click Adjust, or click Adjust Points on the customer's loyalty screen.
2. Enter the points
   Fill in Points to Add/Deduct. A positive number adds points. The number must be between -100,000 and 100,000.
3. Enter the reason
   Reason for Adjustment is required. Reference Number (Optional) is for an order or ticket number.
4. Click Submit Adjustment
   You return to the customer's loyalty screen with the message "Points adjusted successfully. New balance: ..."

Loyalty settings

In the Web admin, open Settings and choose CRM in the list on the left. The loyalty fields are in the Loyalty Program Settings card. Click Save CRM Settings when you are done. You need permission to edit CRM settings.

Rewards catalog

A reward is something a customer could get for a number of points. You need permission to view rewards to open the catalog, and permission to create rewards to see Create Reward in the menu.

Create a reward

1. Open the form
   In the Web admin, go to CRM > Create Reward, or click Create Reward on the Rewards Catalog screen.
2. Fill in Reward Details
   • Reward Name: required.
   • Description: optional.
   • Reward Type: PercentDiscount, FixedDiscount, FreeItem, BuyXGetY or Custom.
   • Points Required: required, at least 1.
   • Discount Percent (%): for a percentage reward.
   • Discount Value: for a fixed amount reward.
   • Free Item (for Free Item rewards): pick the menu item. Only available menu items are listed.
   • Terms & Conditions: optional.
3. Fill in Settings
   • Active: switched on for a new reward.
   • Valid From and Valid Until: optional dates.
   • Max Total Redemptions and Max per Customer: leave blank for unlimited.
   • Sort Order: a number from 0 to 1000.
   • Image URL: optional web address of a picture, shown on the reward's card.
4. Click Create Reward
   You return to the catalog with the message "Reward created successfully."

View, edit and switch off a reward

CRM > Rewards Catalog shows each reward as a card with its type, Active or Inactive, the points it costs and the discount.

• Click View Details to see the full reward.
• Click Edit to change it, then Update Reward.
• To switch a reward off, click Edit, switch Active off and click Update Reward. Switch it back on the same way.
• The All Status filter at the top shows only active or only inactive rewards when you click Filter.

What the cashier sees in the POS app

The POS app shows a points figure for each customer:

• In Customers, a customer with points has a badge such as "120 pts".
• In Customer Details, the badge reads "120 Loyalty Points".

The cashier cannot add or spend points in the POS app, and the payment screen does not use them.

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