For owners

Spending-based loyalty tiers

Set up tier progression based on total purchases, for example 5%, 7% and 10%.

Set up tier progression based on total purchases, for example 5%, 7% and 10%.

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

Select the cumulative type. Enable tiered discounts or loyalty points.
Add the first tier. The first threshold must start at zero.
Add subsequent tiers. Thresholds must increase, and rates must not conflict.
Check the thresholds. Test amounts just below, exactly at and above each threshold.

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

Check the result

At each threshold, one expected tier applies, and administrative changes affect only future calculations.

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

Loyalty cardsIssue and manage a guest's card, its status, balance and transaction history.Gamification, loyalty and the guest accountConnect challenges, rewards, a loyalty card and order history in one clear guest journey.Guest databaseCreate guest profiles, find duplicates and view order history without mixing up customers.Category-based loyalty points programSet the points earning rate for the entire order or only selected menu categories.