How customers earn rewards

Points accrue when a sale is attached to a customer profile. The customer earns your configured points-per-dollar on what they spend; sales rung without a customer attached earn nothing. So the habit that makes loyalty work is simple: attach the customer to every sale.

Before you start

Loyalty is enabled with your rates configured.
Staff know how to look up and create customers at the POS.

Steps

Attach the customer to the sale — Look them up by name or phone at the register, or create a new profile on the spot.
Complete the sale normally — Points accrue automatically based on the amount spent.
Tell the customer their balance — Their running points balance lives on their customer profile.

Common mistakes

Attaching the customer after payment — build the habit of attaching them before taking payment.
Creating duplicate customer profiles, splitting one person's points across two records.

Troubleshooting

A customer says points are missing.

Check whether the sale had their profile attached. If it didn't, that's why — decide your policy for manual goodwill adjustments.

Two profiles exist for one customer.

Standardize on phone-number lookup to avoid duplicates going forward.

When to contact support

Points don't accrue on sales that clearly had a customer attached.