Memberships & loyalty
Loyalty program
Reward repeat customers with points they earn on every paid order and redeem at checkout.
Turning loyalty on
Each business runs a single loyalty program that works across all its locations. To set it up:
- Go to Settings → Loyalty.
- Give the program a Display name — this is what customers see (e.g. "Bean Rewards").
- Set your earn and redemption rates (explained below).
- Flick the Active switch on and save.
Earn and redemption rates
| Setting | What it does | Example |
|---|---|---|
| Points per dollar spent | How many points each $1 earns (tips excluded) | 1 = one point per dollar |
| Cents per point (redemption) | How much each point is worth when spent | 1 = 1¢ off per point, so 100 points = $1 off |
| Minimum to redeem | The smallest redemption allowed | 100 = customers need at least 100 points before redeeming |
| Max points per order | Optional cap on points spent in one order | Leave blank for no cap |
A simple, popular setup: 1 point per dollar, 1¢ per point — that's effectively 1% back.
How customers earn
Customers earn points on paid orders once they have a customer account:
- Online and QR ordering — signed-in customers see the points they'll earn right on the checkout screen, and points are credited when the order is paid.
- From the receipt — after paying, the receipt page invites new customers to join your program with one tap. They earn points for that very order and get an email sign-in code so they can track their balance.
- At the counter — staff attach the customer to the sale before payment, and the points credit automatically.
Points are calculated on the amount actually paid after discounts, excluding tips.
How customers redeem
- At the POS — staff attach the customer to the cart, then open the Redeem loyalty panel. It shows the customer's balance, the minimum redemption, and a live preview of the dollar value as you adjust the points. Apply, and the discount comes straight off the total.
- Online and QR checkout — signed-in members choose how many points to redeem at checkout. Loyalty stacks with promo codes and gift cards, and can never push the total below zero.
Balances and customer profiles
Open Orders and switch to the Customers tab to see your customer list. Each customer profile shows their points balance alongside their order history. Customers can also check their own balance any time via the sign-in link emailed from their receipts.
Tiers
You can optionally add tiers — like Bronze, Silver, Gold — based on lifetime points earned. Each tier can automatically apply a discount you've created (for example, Gold members always get 5% off). Set tiers up on the same Settings → Loyalty page by choosing a name, a lifetime-points threshold, and an optional auto-applied discount.
Caps and expiry
- The only spending cap is the optional Max points per order setting — use it to limit how much of a large balance can be burned in a single sale.
- Points do not currently expire; a customer's balance carries forward until they spend it.
Good to know
- Refunding an order doesn't automatically claw back earned points — adjust manually if it matters to you.
- Loyalty needs the customer to be identified, so anonymous walk-up sales don't earn points unless staff attach the customer or the customer joins from their receipt.
Want to pair loyalty with member perks? See Memberships.