7. Loyalty

A loyalty program turns a card into a reward card. Choose the mechanic per template:

Mechanic	How it works	Example
Points	Points for every amount spent; customers spend them on rewards.	1 point per 10 zł, 100 points = a drink
Stamps	One stamp per purchase; a reward on the last stamp, then it starts again.	☕ 6th coffee free
Levels	Silver, Gold… by what a customer spent in the last 12 months. Works with both.	Gold: double points

Different templates can use different mechanics — for example a points card for everyone and a coffee club stamp card.

Set up a program

1. Loyalty needs a Store card template. In its Fields, mark the field that shows the balance with the role Points / balance and save the template (Templates → Fields).

2. In the template, find Loyalty program and choose the mechanic and the currency your prices are in.

3. Points: how many points for how much spent. Points are always rounded down: with 1 point per 10 zł a 45 zł purchase earns 4 points.

   

   Stamps: how many stamps for a reward, the minimum purchase for a stamp (0 = every purchase), the reward text (“Free coffee”) and an optional symbol.

   

4. Optional Levels: a name and the yearly spend from which it applies, and for points a multiplier (Gold ×2 = double points). To show the level on the card, add a field with the role Loyalty level and a default value such as “—”.

5. Press Save. Every card of the template updates.

On the card, points show as a number; stamps as ☕ 4 / 6, and when the reward is ready as 🎁 Free coffee. For a lock-screen notification on every change, give the balance field a change message (for stamps simply %@).

Note

Levels change by themselves. After every purchase, and every night: purchases older than 12 months stop counting, so a customer who stopped coming moves down. Each change is notified on the card (“You are now Gold”).

The counter

Counter in the menu is made for the till — on a computer, tablet or phone. Staff accounts can use it.

1. Type the customer’s phone, name, email or card number. Their cards appear with the balance.
2. Choose the card. You see the balance, the level and how much is left to the next level.
3. Enter the purchase amount — the screen shows how many points it earns — and press Add purchase.
4. To spend points, enter them under Spend points and press Spend.

The card on the customer’s phone updates within seconds. Pressing a button twice by accident doesn’t count twice.

For a stamp card the counter shows the stamps; Give reward becomes active when the reward is ready and starts a new round:

Mistakes and history

Every operation is kept: purchases, spent points, rewards, corrections and level changes, with who did it and when (Recent at the counter, Purchases and points on the customer’s page).

• Cancel next to an operation reverses it (managers and above). A purchase whose points were already spent can’t be cancelled.
• Nothing is ever deleted — a cancellation is a new line in the history, so the numbers always add up.