Appearance
Loyalty Points Programme
Setting Up (Admin Only)
Navigate to Settings → Loyalty Program and toggle the switch ON.
| Field | What It Means | Example |
|---|---|---|
| Earn Rate | Points a customer earns per $1 spent | 1 → spend $50, earn 50 pts |
| Redeem Rate | Points needed per $1 of discount | 100 → need 100 pts to save $1 |
| Minimum Points to Keep | Points floor. Customers can only redeem above this amount. | 100 → a customer with 350 pts can redeem at most 250 pts |
| Points Expiry | Whether and how unused points expire | See below |
Points Expiry Options
| Policy | How It Works |
|---|---|
| None | Points never expire (simplest option) |
| Rolling | Each batch expires a fixed period after it was earned (6 months, 1 year, or 2 years) |
| Fixed Date | All points expire on a single calendar date (one-time clearance event) |
| Year-End | All points expire on December 31 each year; resets January 1 |
How Earning and Redeeming Works
Example setup: Earn 1 pt per $1 spent. Redeem 100 pts = $1.00. Minimum to keep: 100 pts.
| Step | Detail |
|---|---|
| Customer spends $50 | Earns 50 points |
| Runs up 350 points total | Can redeem 250 pts (keeps 100 floor) = $2.50 off |
| Redeems 250 pts on a $40 sale | Pays $37.50; earns points on $37.50 (not $40) |
Choosing Rates
A typical starting setup — Earn 1 pt per $1, Redeem 100 pts = $1 — gives customers a 1% effective reward. Lower the redeem rate (e.g. 50 pts = $1) for a more generous programme.
Redeeming Points at the POS (Cashier)
- Attach the customer (search by name, phone, or email).
- In the payment dialog, tap the "Redeem Points" row. It shows the customer's current balance.
- If an expiry warning appears, inform the customer.
- Enter the number of points to redeem. The equivalent discount amount is shown in the totals.
- Points are deducted and new points are earned on the discounted total when the sale is confirmed.
INFO
Points are earned automatically on every sale where a customer is attached and loyalty is enabled. No action is needed from the cashier.
Manual Point Adjustments (Manager / Admin)
On any Customer Profile, click Adjust Points:
- Choose + Add (credit) or − Deduct (debit).
- Enter the amount.
- Fill in a reason (required for audit trail).
- Confirm.
Viewing a Customer's Points History (Manager / Admin)
On a Customer Profile, click the points balance badge to open the Points History dialog. Shows each transaction (earned, redeemed, expired, adjusted) with dates and source sale links.
FAQ
Q: Can a cashier apply both a manual discount AND points redemption on the same sale?
A: Yes. Both can apply together. The combined total cannot exceed the subtotal.
Q: Does the customer earn points on the portion they paid with points?
A: No. Points are earned on the final net total: after both manual discount and points redemption.
Q: Can a cashier redeem points without manager approval?
A: Yes. Points redemption does not require manager override. It is the customer's own earned value.
Q: Can a customer see their own points balance?
A: Not through a customer-facing portal in this version. Balance and history are visible to staff on the Customer Profile page.
Q: What happens to points if loyalty is disabled and later re-enabled?
A: Balances are preserved when loyalty is disabled. Re-enabling restores all existing balances.
Q: Does the receipt show points information?
A: Yes. "Points Redeemed: −$X.XX" in the totals section, and "Points Earned: +{N} pts" at the bottom.
Q: What happens to points when a sale is voided?
A: Points are fully reversed. Earned points are deducted and redeemed points are re-credited.
Q: How do I reset all customers to zero points?
A: Set a Fixed Date expiry for today and let the nightly scheduler run. There is no bulk-reset button in this version.
Q: With Rolling expiry, which points get consumed first — the oldest or the newest?
A: Redemptions are not tied to any specific batch. They simply reduce the total balance. The Rolling expiry scheduler separately expires old batches based on when they were earned, regardless of how many points have been redeemed in the meantime.
Q: What if a Rolling expiry batch is scheduled to expire, but the customer's balance is already less than that batch?
A: The scheduler deducts whichever is smaller — the expired batch amount or the current balance. A customer's balance can never go below zero due to expiry alone.
Q: I set a Fixed Date expiry for a date that has already passed. What happens?
A: The next nightly scheduler run (at 02:00) will fire the expiry immediately and clear all positive balances.
Q: After a Fixed Date expiry fires, what happens to points earned after that date?
A: Fixed Date is a one-time event. Points earned after the expiry date are not affected and will not expire unless you update the policy.
Q: After a Fixed Date expiry fires, what expiry policy is in effect going forward?
A: The policy stays as Fixed Date but has no further effect until you set a new date. You can switch to Year-End, Rolling, or None at any time.
Q: Does the minimum points floor interact with expiry?
A: No. The floor only limits how many points a customer can voluntarily redeem. Expiry runs independently and can reduce the balance below the floor.