For owners

Category-based loyalty points program

Set the points earning rate for the entire order or only selected menu categories.

Set the points earning rate for the entire order or only selected menu categories.

Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.

Before you begin

Sign in to the appropriate workspace and check the establishment name at the top of the page.
Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
If an option is missing, check your plan and your role's permissions.

Setup steps

Create a program. Set the name, active status and period.
Choose what earns points. Use the entire order or selected categories.
Set earning rates. Use one rate or a separate rate for each category.
Check with a test receipt. Use items from both included and excluded categories.

Loyalty program settings — Loyalty program settings: use the section names as a guide; values in your account may differ.

Check the result

Points are earned only on the eligible amount; a refund or cancellation correctly reverses the points earned.

Troubleshooting

Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.

Next steps

Guest databaseCreate guest profiles, find duplicates and view order history without mixing up customers.Loyalty cardsIssue and manage a guest's card, its status, balance and transaction history.Spending-based loyalty tiersSet up tier progression based on total purchases, for example 5%, 7% and 10%.Gamification, loyalty and the guest accountConnect challenges, rewards, a loyalty card and order history in one clear guest journey.