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Loyalty points and stamps

Add-on

Loyalty is an add-on. If you don't see it in your sidebar, it isn't on your plan — see What's included, and what's an add-on.

What this is for

Giving people a reason to come back to you rather than the place next door.

Three mechanics, and they work together:

MechanicHow it feels to a customer
PointsSpend money, build a balance, take money off a future order.
StampsBuy the same item enough times, get a reward. The coffee card.
TiersSpend more over time, earn faster. Bronze, Silver, Gold.

Points

How customers earn

You set a rate: spend this much, earn this many points.

Set £10 → 1 point and a £45 bill earns 4 points. The screen shows the rule back to you in plain words — "If customer spends £10, they earn 1 point" — so you can check it before saving.

Points are earned on completed orders, not on placed ones. An order that gets cancelled doesn't leave points behind.

How customers spend

You set what a point is worth, and a minimum points to redeem so balances aren't spent five at a time.

At the POS or online, a customer with a balance can Redeem Points — some, or Redeem All Points. The value comes off the order.

Two rules worth knowing before you launch

  • Points can't be combined with other discounts. If a customer redeems points, you can't also apply a discount to that order.
  • No points are earned on an order where points are redeemed. Spending the balance pauses earning for that visit.

Both prevent a loop where a scheme quietly funds itself. Tell your staff, or they'll report it as a bug.

Two more limits: an order must have a customer attached to redeem — a walk-in has no balance — and points can't be redeemed on an order that's already paid.

Setting the rate

Work backwards from what you can afford. Points are a discount you've agreed to give later.

A rough sanity check: if £10 earns 1 point and a point is worth £0.50, you're running a 5% discount on everything. Decide whether that's what you meant.

Start conservative. Making a scheme more generous is a good news announcement; making it meaner is the opposite.

Stamps

The coffee card, without the card.

A stamp rule attaches to a menu item. Each time a customer orders that item, they earn one stamp. Collect the required number, redeem for the reward.

SettingNotes
Menu itemWhat earns the stamp. One rule per item.
Stamps RequiredHow many are needed to redeem.

Stamps suit a single repeated purchase — coffee, lunch, a pint — where points are too abstract to motivate anyone. "Nine more and one's free" is a sentence people act on.

Tiers

Tiers change the rate for your best customers.

Create tiers — Bronze, Silver, Gold — each with a points threshold, a colour, and multipliers that change how fast that customer earns and how much their points are worth.

Tiers are worth adding only when you have enough regulars for the top tier to feel like something. On a scheme three weeks old, they're a settings screen nobody sees.

Turning it on

  1. Go to the Loyalty settings.
  2. Enable the loyalty programme.
  3. Set your earning rules — spend amount and points earned.
  4. Set your redemption rules — point value and minimum redemption.
  5. Optionally add tiers and stamp rules.

Using it at the till

The customer must be attached to the order. Search by phone, as usual — see Customer records.

Their Points Balance shows on the order. Redeem before taking payment; you can't redeem afterwards.

Reading whether it works

The loyalty reports show Points Issued, Points Redeemed and Stamps Issued, plus a points ledger and stamp campaign performance.

The number that matters isn't points issued — it's redemption. Points issued and never redeemed mean the scheme isn't changing anyone's behaviour; it's just a liability sitting on your books.

Good to know

  • Points are per customer, so they need a customer record. Walk-ins can't earn.
  • Points can expire, and expiry shows in the ledger as its own entry.
  • The ledger records every movement — earned, redeemed, adjusted, expired — with the order it came from. Any balance can be explained.
  • Customers can see their own balance when signed in. See Customer accounts and addresses.

Next

Your customers are covered. Next is getting the food to them — delivery zones and fees.