Loyalty rules — configuring how points are earned and redeemed

The Loyalty Rules page (under Customers) is where you configure how your loyalty programme works — how points are earned, when they expire, how they are redeemed, and what tiers customers progress through.

Earning points

Set the points per dollar rate — for example, 10 means customers earn 10 points for every $1 spent. You can set different rates for different event types:

• Service purchases — standard earn rate for all services
• Product purchases — often the same or slightly lower
• Birthday bonus — extra points awarded on the customer's birthday (or birthday month)
• Referral bonus — points when a customer they referred makes their first booking
• First visit bonus — one-time points for a customer's very first appointment

Redemption rate

Set how many points equal $1 in redemption value. For example, if redemption is 100 points = $1, a customer with 500 points gets $5 off their next service.

Point expiry

Toggle Point expiry on to set an expiry period (e.g. 12 months of inactivity). Points that have not been added to or redeemed from within this period are automatically expired. Expired points cannot be recovered but historical records are preserved.

Tiers

Define tier names and the cumulative spend thresholds that unlock them:

• Standard (default, no threshold)
• Silver (e.g. $500 lifetime spend)
• Gold (e.g. $1,500 lifetime spend)
• Platinum (e.g. $5,000 lifetime spend)

Each tier can have a different earning multiplier (e.g. Gold earns 1.5x points, Platinum earns 2x).

Saving changes

Changes to loyalty rules take effect for all future transactions immediately. Existing point balances are not retroactively recalculated.