Setting Up Loyalty & Reward Programs

Review the loyalty rules

Set simple rules your team can explain at the front desk.

Estimated time: about 5 minutes to review rules, plus 1 minute to redeem a reward.

1. Open Settings.
2. Open Reward Setup.
3. Confirm how many visits are needed for a reward.
4. Confirm the reward label customers and staff will understand.
5. Save changes before using the program with customers.

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Check a customer's reward progress

Use the customer profile before promising a reward.

1. Open Customers.
2. Search for the customer.
3. Open the customer profile.
4. Review visit count, available rewards, and used rewards.
5. Confirm the customer is eligible before redeeming anything.

Redeem a reward

Redeem only when the customer is using the reward now.

1. Open the customer profile.
2. Choose Redeem when a reward is available.
3. Confirm the reward with the customer and staff member.
4. Save the redemption.
5. Add a short note if your team needs context for the service.

Keep the program consistent

Changing loyalty rules can confuse staff and returning customers.

1. Review rules with managers before changing them.
2. Tell staff when the reward target or label changes.
3. Use Operational Reports to watch repeat visits over time.
4. Contact support if reward progress does not look right.