Loyalty
Customers give their phone number at checkout, earn points on what they spend, and use those points for money off a later visit. Every phone number also lands in Customers, which is the list your promotion texts go to.
Turn on loyalty
Turn on the Loyalty app under Settings›Apps, or tap Activate loyalty & campaigns in the setup wizard. Once it's on, the card reader asks for a phone number on card sales, and points start adding up.
How customers earn points
Customers earn 1 point for every whole dollar they pay. That rate is fixed. Points are added when the sale is paid, by card or cash, as long as the customer's phone is on the sale. See how customers get added.
On a card sale the reader shows Loyalty Program with this text, and the customer can tap Skip:
Enter phone to earn/redeem points or link a card. By entering, you agree to promotional SMS.
Entering a number records their agreement to your texts, and the reader links their card to them. If they skip the phone next time and pay with the same card, the points still go to them.
How customers use points
Points are offered on the card reader, right after the customer enters their phone. If they have enough, the reader shows Loyalty Rewards: "You have 450 points ($4.50 value). Apply to this order?" They tap Yes, use $… or No thanks, and the reward comes off before the card is charged. It works the same when paying a tab, including part payments.
A reward can't cover the whole sale. At least $0.50 is always left to pay by card, and only the points needed are used.
On the web register, open the Customer window from Add customer. When the customer has enough points, tick Use $… reward on this sale (… points). In the Paybrain app it's the same: tap Add customer in the cart, enter their phone, and tick Use $… reward on this sale.
Set how points are worth
- Go to Settings›Loyalty. The Loyalty row appears once the Loyalty app is on, and changing it needs the Manage Settings permission.
- Change the settings below. The Register spells out what you're giving back: at 100 points for $1 off, that's 1% of every sale. At 50 it's 2%.
- Tap Save changes.
- Open Register settings and find the Loyalty card.
- Change the settings below.
- Click Save loyalty settings.
- On the POS tab, open Register settings and scroll to Loyalty.
- Change the settings below.
- Tap Save settings.
| Setting | What it does |
|---|---|
| Points needed for $1 off | How many points buy $1 off. The default is 100. Set it to 0 and customers keep collecting points but can't spend them. |
| Points needed to redeem | The smallest balance a customer needs before the reader offers a reward. 0 means no minimum. |
See points on a sale
Open a sale on the Register to see LOYALTY POINTS, with points Earned and Redeemed. A redeemed reward prints on the receipt as Loyalty Discount. The customer's profile shows points redeemed on each purchase.
Track how it's going
On the web, open Reports and choose Loyalty. It's also under Reports in the Paybrain app.
| Section | What it shows |
|---|---|
| At a glance | Customer capture rate, the share of sales with a customer on them, plus Points earned, Points redeemed, Rewards given and Redemption rate |
| Customers | New this period, Visited this period and Enrolled overall |
| SMS marketing | How many customers Consented and how many Opted out |
| Contact details on file | How many customers you have a name and an email for |
| Outstanding balance | Unredeemed points across all customers, as of right now |
| Top members | Your best customers by points, with visits and spend |
An email collected at the reader is for receipts and rewards. It isn't agreement to email marketing.