Set up and understand loyalty rewards
Explain the reward rule before promoting it. Customers need to know which purchases qualify and what the reward provides.
Before you start
Sign in with your own account, select the right business and branch, and check that your role can open the relevant area. Some features require an enabled app and available plan resources.
Follow these steps
- Enable the Loyalty app if available and open the rewards builder.
- Configure the supported stamp or reward rule, review its conditions and inspect the customer-facing card.
- After a qualifying transaction, review the customer’s recorded progress and use the permitted redemption flow.
Check the result
Reopen the saved record and compare it with the change you intended. A closed window or a success-looking preview is not sufficient confirmation.
If something is not working
If access is missing, ask the owner to review your role and app availability. If saving fails, retain your input, check the connection and inspect the saved record before retrying. For a payment with an uncertain result, check its existing status before initiating another payment.
Availability & important limits
Use only the controls available in your workspace. Availability depends on permissions, enabled apps, your plan and the current environment. This guide does not enable a disabled feature.