You will set how many points a customer earns and what a point is worth, save membership tiers, see your best customers on the leaderboard, adjust points by hand, and watch points being earned and redeemed on a real sale.
Open Customers › Loyalty Program. Four cards show Total Members, active members, Points outstanding and Points issued / redeemed. The Loyalty Leaderboard ranks customers by points, with medals for the top three. Use Search customers... to find one.
Click a row. A tier chip appears next to the name once you have saved tiers (Step 6). The panel shows the Points, the Cash Value (points times the redeem rate) and the Transaction History with DATE, TYPE, PTS, BAL and REASON / INVOICE.
Press Adjust Points. Type a number such as +50 or -20 and, if you like, a Reason. Apply stays disabled until you type a number.
Typing a number larger than the balance, for example -5000, gives Cannot remove 5000 points: the customer only has and the balance, and the balance does not change. A valid change, such as +50 with a reason, gives Points adjusted with the new balance. The history gets an ADJUST line with your reason and the name of the user who made it.
Open the Settings tab. Switch Enable Loyalty Program on. Earn Rate reads "1 pts per every 10 PKR spent". Redeem Rate reads "1 point = 0.01 PKR", so 100 points are worth Rs 1. Min. points to redeem (100) is the smallest balance a customer can use at the till. Points Expiry left blank means points never expire.
Scroll down to Membership Tiers. If none are saved it says No tiers configured; press Use Defaults to fill Bronze (0 points, x1), Silver (2000, x1.5) and Gold (5000, x2). Each level has a Name, Min Points Earned, Multiplier and Badge, and Add Tier adds a row. Under Referral Program, untick Disabled to set the Referrer Bonus (50 points) and the Referee Signup Bonus (25 points).
Set Points Expiry if you want one, then press Save Settings. The app says Settings saved. Reload the page and open Settings again: the tier rows, the expiry and the referral choice come back as you saved them.
On the terminal add the items, pick the customer and press Charge. The dialog shows Total Rs 450 and Points to earn +45 pts (Rs 450 divided by 10), and the customer's Loyalty Points with what they are Worth.
Type the points in Points to redeem. Below the minimum, the box says Minimum 100 points to redeem at once and nothing is discounted.
With 399 points, Apply takes Loyalty redemption -Rs 3.99 off, so the total falls to Rs 446.01. The x clears the redeemed points. The Points to earn preview may drop by one point after a redemption; the receipt gives the final figure.
Press Complete Sale. The receipt shows Loyalty points redeemed -Rs 3.99, then Points redeemed -399, Points earned +45 and Points balance 45.
Back on the Loyalty Program page, the customer's history shows one REDEEM line and one EARN line for the same invoice.
| Mistake | What you see | Fix |
|---|---|---|
| Removing more points than owned | Cannot remove 5000 points: the customer only has the balance | Check the balance first |
| Redeeming below the minimum | Minimum 100 points to redeem | Wait until the balance reaches the minimum |
| Selling without a shift | Please open a shift before making sales | Open a shift in Sell › Cashier Shifts |
| Item | Meaning / rule |
|---|---|
| Earn rate | 1 point per 10 PKR spent (this store) |
| Redeem rate | 1 point = 0.01 PKR; 100 points = Rs 1 |
| Min. points to redeem | 100, set in Settings and enforced at the till |
| Tier multiplier | Earn faster at higher tiers |
Do points expire? Only if you fill Points Expiry with a number of days; blank means never.
Where do I see why points were adjusted? In the customer's history, the ADJUST line shows your reason and the name of the user who made the change.
Why is there no Weekend discount on my sale? Promotions such as Weekend 10% Off only apply on the days they are set for; points are earned on what the customer actually pays after discounts.
Can a customer redeem a few points? Not below the Min. points to redeem set in Settings; the till shows "Minimum 100 points to redeem".
ClearRing runs this whole workflow. See what ClearRing does and what it costs, or browse all step-by-step guides.