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Utilizing loyalty rewards and points

Loyalty rewards
  1. Navigate to Marketing tab.
  2. Select Loyalty Rewards.
  3. This will give you an Loyalty program overview.

Loyalty points

Setup:

  1. Navigate to the Marketing Tab | Loyalty Rewards.
  2. Click the pencil edit icon for Loyalty Reward Settings.
  3. Enable Loyalty Rewards.
  4. Setup Award/Points.
  5. Enable Advanced Settings = Allows to allot different points for specific actions. Select yes to grant the ability to set different point values. It will appear after saving.

Viewing Points on the Customer Profile:

  • On the first screen you will see the reward points number.

Redeeming:

  1. Select Payment on File.
  2. Select Loyalty Points (would put in all loyalty points applicable).
  3. Pay out as normal.
  4. To specify a certain amount of points to redeem, click the More tab on the payment screen.
  5. Type in the desired amount redeemed.

Reports:

  1. Loyalty Points Liability Report (Reports Tab).
  2. Filter a Customer Report (Customer Tab).
  3. Manage Customers | Customize View | Check off the Loyalty Points checkbox.
Support categories

User guide App User guide

Gift certificates and cards
Merchant processing and POS
Orders
Products