What this tab controls
Two cards. The first is Customer loyalty — “Customers who spend the threshold within the window earn a reward, applied automatically as a discount on their next sale.”
The second card is Customer alerts & reminders — “A daily sweep. Everything here is off until you turn it on, and customers can opt out of their own reminders from their profile.”
The two live together because they are the same job — reaching a customer who is not standing in front of you — and one of the switches is the loyalty programme’s own email. A programme with the email switched off still works; the customer just finds out at the till instead of in their inbox.
Set it up
1
Name the programme
Program name is what you will recognise it by. Leave Program active on.
2
Set the threshold
Spend threshold is the total spend that earns one reward. Pick a number a regular customer reaches in a month or two, not one nobody reaches.
3
Choose the reward
Percent off or Fixed amount off, then a Reward value. Both must be greater than zero — the errors read “Enter a spend threshold greater than zero.” and “Enter a reward value greater than zero.”
4
Choose the accrual window
This decides how far back spending counts. A shorter window rewards frequency; a longer one rewards total loyalty.
5
Cap it, if you want to
Max rewards per customer stops one person earning indefinitely. Leave it empty for unlimited.
6
Save the programme
Select Save program. You get “Loyalty program saved”.
7
Turn on the alerts you want
On the card below, switch on anything you want sent and select Save alert settings. Everything there starts off, on purpose — nothing reaches a customer until you decide it should.
What changes once you save
At the till, a customer whose record shows enough spend gets a banner reading “{n}% loyalty reward available” with an Apply button. Applying it changes the banner to “Loyalty reward applied to this sale” and the discount comes off the total. A customer who is part way there sees “{amount} more to the next reward” instead — worth reading aloud, since it is the whole point of the programme. Rewards accrue against a customer record. A walk-in rung up with no customer attached earns nothing and can be offered nothing, because there is nothing to attach the spend to. If a programme looks like it is not working, this is almost always why — see Customers. On a customer’s profile, their progress appears. With no programme running, that panel instead reads “No loyalty programme running — Set one up in Settings → Loyalty to reward repeat customers.” Switching Program active off stops new accrual and stops the till offering rewards. It does not erase what customers have already earned. Changing the threshold or the window re-scores everyone against the new rule from that moment. Raising the threshold can take an available reward away from someone who had one; lower it and several customers may qualify at once. The four alerts run as a daily sweep, not instantly, and a customer can opt out of their own reminders from their profile regardless of what you set here.Check it worked
Open a customer who has spent past the threshold within the window and start a sale for them: the reward banner should appear with Apply. Then open a customer who has not, and confirm they see “{amount} more to the next reward”. Finally, check their profile shows the programme rather than the “No loyalty programme running” line.Common issues
The tab shows an upgrade prompt instead of the settings
The tab shows an upgrade prompt instead of the settings
“Available on Professional and above” — the programme needs a Professional plan or higher. See Change your plan.
No reward appears at the till for a regular customer
No reward appears at the till for a regular customer
Check three things: the sale has a customer attached; their spend inside the Accrual window actually reaches the Spend threshold; and they have not hit Max rewards per customer.
Save is refused
Save is refused
Both Spend threshold and Reward value must be greater than zero. The toast names which one.
Customers are not being emailed about their rewards
Customers are not being emailed about their rewards
Tell customers when a reward is ready is off — everything on the alerts card starts off. It also sends at most once a month per customer, and only while a programme is running.
A customer says the discount vanished
A customer says the discount vanished
You changed the threshold or the window, and they no longer qualify under the new rule. Rewards are re-scored against the current settings, not the ones in force when they shopped.
Walk-ins never earn anything
Walk-ins never earn anything
Correct — accrual needs a customer record. Register them at the till first; it takes a moment. See Customers.