Loyalty
A points-and-tiers program for returning customers, tied to their phone number.
When to use
- You want to reward repeat customers instead of paper stamp cards.
- You want tiers to upgrade automatically as points grow.
Before you start
- Permission:
pos:usefor cashiers to enroll members and redeem points;pos:manageto create the program and add points. - Toggles: none.
Run the program
Create a program
Go to F&B → Loyalty (/fnb/loyalty) and create a points-and-tiers program.
Enroll members
Enroll each customer by phone number.
Add points
After a purchase, add points to the member. The tier is recalculated each time.
Redeem points
When the customer wants a reward, redeem points from the member record. The movement is saved in the member’s point history.
Point movements
| Movement | Effect |
|---|---|
| Earn | Adds points and may raise the tier. |
| Redeem | Subtracts points. |
Tips & common mistakes
- Use the phone number consistently, or the same customer may be enrolled twice.
- Adding points needs
pos:manage; if a cashier gets access denied, ask a manager. - Loyalty is not yet linked to CRM contacts or to POS receipts, so points are entered by hand.
- Check the point history before correcting a balance.