Customer loyalty accounts

A loyalty account holds a customer’s points and tier. Customers earn points when they buy at the POS, and once the account is activated they can see their points in the loyalty portal.

Open Accounts → Loyalty Accounts.

Create a loyalty account

1. Click New Account.
2. Choose where the customer comes from:
   • Existing entity: pick an existing contact, account or lead in Entity.
   • New customer: enter a Name to create a new customer contact.
3. Enter an Email or WhatsApp Number. At least one is required.
4. Optionally pick a Starting Tier. If you leave it empty, the organization’s default tier is used.
5. If the customer doesn’t need to activate the account themselves, tick Skip activation — make the account active immediately.
6. Save.

Without Skip activation, the customer receives an activation link by email and/or WhatsApp. The link is valid for 7 days.

Note

A loyalty account can earn and redeem points at the POS before it is activated. Activation is only needed for the customer to sign in to the loyalty portal.

Manage an account

Click a row to open the account. The top shows Available points, Total earned, and the points expiring in the next 6 months.

• Resend Activation: send the activation link again if the customer hasn’t activated yet.
• Activate Account: activate the account straight from the dashboard.
• Tier: change the customer’s tier, then click Save Changes.
• Manual adjustment: click Add Points or Deduct Points, enter Points and a Reason, then save. Use this to correct mistakes.
• Merge Into…: merge a duplicate account into another one.
• Deactivate / Reactivate: switch the account off or back on.

The Transactions and Redemptions tabs show the purchase and redemption history. Activity Log records every change.

Caution

Adjusting points and merging accounts need full loyalty access (loyalty.*). Viewing the list needs loyalty.read. Cashiers with cashier.* can also create new accounts.