Configure loyalty settings

Overview

• Loyalty Settings are Business-level and are intentionally separate from Customer Group settings.
• Global controls include Loyalty enabled, Redemption enabled, Point value (cents), Minimum redeem points, optional Maximum redeem points per order, Allow redemption with discounts, and Earn points on redeemed amount.
• The settings also expose Points expire / expiry days and optional automatic VIP configuration with VIP group, qualification spend/window, downgrade toggle, and review window.
• Customer Group Earn rate determines how quickly that group's customers earn; Point value determines how much each redeemed point is worth.

When to use this

• Use Loyalty Settings when changing the rules for the whole Business rather than one Customer Group.

Step-by-step

1. Open Loyalty Settings.
2. Enable Loyalty and Redemption as needed.
3. Set Point value in cents and Minimum redeem points.
4. Set a Maximum redeem points per order only if the business wants a cap.
5. Choose whether redemption may be combined with discounts.
6. Choose whether customers continue earning on the portion paid with redeemed points.
7. Configure expiry/VIP options only when you intend to operate those policies consistently.

Common mistakes

• Do not confuse Point value with Earn rate. One controls redemption value; the other controls earning.
• Do not change point value casually when many customers already hold balances; it changes the economic value of their existing points.
• Do not enable expiry or automatic VIP without deciding how staff will explain the policy to customers.

Troubleshooting

• If the page is locked, check the business plan's loyalty entitlement.
• If redemption is missing despite a positive balance, check global Redemption enabled plus the customer's group redemption permission and limits.