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The Loyalty Wallet

Overview

The loyalty wallet is where a logged-in member sees everything they've earned with you — their membership card, vouchers, store credit, points, and stamp cards. It's the heart of the member app, and it mirrors the programs you build in the admin console.

The wallet only shows what the member actually has. Each section appears as a chip, and a chip is hidden if the member has nothing of that type. A brand-new member who's only just joined may see almost nothing; the wallet fills in as they earn.

This is the customer's view

Everything on this page is what your customers see and do — it's the other side of the programs you configure. Each section links to the admin page where you set it up. For the staff-facing equivalent at the till, see What Members See.

The wallet chips

A logged-in, non-guest member sees up to five chips, each opening that part of their wallet:

ChipShowsHidden when
MembershipThe member's membership card and tier benefits.The member holds no membership.
VoucherThe member's vouchers, plus a Redeem Voucher button.The member holds no vouchers.
Store CreditCredit balance with Buy / Gift / Transaction actions.The member has no credit, or store credit is closed.
PointLoyalty balance with Point detail / Gift / Transaction actions.The member has no points.
StampThe member's stamp cards.The member holds no stamp cards.

The wallet uses your brand colour throughout. Store Credit is also hidden whenever you've closed store credit for the merchant (the IsClosedStoreCredit setting).

The guest program browser

Before someone logs in — and for guest sessions — the merchant detail page doesn't show the wallet chips. Instead it shows a program browser: a horizontal scroll of program-type chips that lets anyone preview what your loyalty programs offer before joining.

The chips are: Vouchers, Credit, Membership, Loyalties, Stamp, Package, Discounts, Cashbacks, and Referrals. Only program types that actually have items appear, and the first one is selected by default. Selecting a chip lists the promotional cards for that type:

ChipWhat a guest sees and can tap into
VouchersThe buyable / promoted vouchers. Tapping opens the voucher detail, or a login / join prompt.
CreditYour store credit top-up products. Tapping Redeem adds the chosen top-up to a cart.
MembershipYour membership tiers. Tapping opens a benefits drawer with discount / cashback tiles and a How it works description.
LoyaltiesInfo cards describing the loyalty program.
StampYour stamp cards. Tapping opens the stamp detail, showing the step count.
PackageInfo cards for package programs.
DiscountsYour discount programs. Tapping opens the cashback / discount detail.
CashbacksYour cashback programs. Tapping opens the cashback detail.
ReferralsInfo cards for your referral program.

Which programs appear in the browser is controlled by the same visibility flags you set in the admin console — showVoucherMemberApp for vouchers, showOnMemberApp for memberships and other programs, and showStampMemberApp for stamp cards. As with the wallet, closing store credit (IsClosedStoreCredit) hides the Credit chip entirely.

Where Package programs show up

The guest program browser is the only customer-facing surface where Package programs appear — they don't have a wallet chip of their own.

Guests are nudged to join

A guest who taps a voucher or program they'd need to own is shown a join prompt; a fully logged-out visitor is sent to login first. Use this browser as your shop window — it's what a new customer sees before they sign up.

Membership card

The Membership chip shows the member's membership card — their tier name, image, and an Active badge. The card is flippable: tap it to turn it over.

Tapping into the membership opens a benefits drawer showing what the tier is worth:

  • Discount / cashback tiles — the perks attached to the tier, shown as plain values like 10% or $5.
  • How it works — a rich-text description you write for the tier, explaining the benefit in the member's own language.

Members are shown their tiers in order, sorted by the tier level, so a sequential climb (Silver → Gold → Platinum) reads top to bottom. Only tiers with Show on Member App enabled appear here.

Add to Apple / Google Wallet

If you've enabled the wallet pass feature for the merchant, the membership card carries an Add to Apple Wallet or Add to Google Wallet button — whichever matches the member's device. The member taps it to save a pass to their phone's native wallet.

Wallet pass is opt-in

The Apple / Google Wallet button only appears when wallet passes are enabled for your merchant (isWalletPassEnabled). If you haven't turned it on, members just see the in-app card.

Tier progress — the Memberships popup

Tapping the membership on the merchant page opens a Memberships popup that shows the member their progress toward earning and keeping each tier — not just the perks the benefits drawer lists. This is the customer-facing side of the auto-upgrade you configure in Membership: the member sees exactly what qualifying activity moves them up a tier.

The popup lists one card per tier, ordered by level, and each card shows that tier's qualification rules — the same requiredUsage thresholds Rewardly checks after every sale:

RuleWhat the member sees
Spend thresholdA currency range built from the tier's min/max amount — e.g. $50 - $100, or $50 < when only a minimum is set.
Visit / transaction countA count range built from the tier's min/max count — e.g. 3 - 5, or 3 < when only a minimum is set.
Frequency windowThe withinDays window, shown as Days, Month, or Year (30 days collapses to 1 Month, 365 days to 1 Year).
How it worksThe tier's rich-text description. If you leave it blank, the member sees "You will automatically join this membership."

Next to each threshold the member has already met, a green check mark appears, and their current spend and count so far are shown beside the target. So a member chasing a $100 / 5 visits tier sees their running $70 and 3 visits with a tick against whichever target they've already cleared.

Each tier card is badged with its status:

  • Active — the member's current tier (an active badge).
  • Completed — a lower tier they've already passed (a completed badge).
  • Upcoming — a higher tier they're still progressing toward (a progressing badge).

By default the popup shows just the active tier (or the first tier, for a member who hasn't joined yet). A Show all / Hide all toggle expands the list to every tier's rules.

Per-outlet tier rules

If a tier qualifies per outlet, the popup adds an outlet selector and shows that outlet's own requiredUsage thresholds — so a member can see their progress at each of your locations separately.

Progress to the next tier (My Rewards)

In the member's My Rewards list, each merchant cell carries a progress bar toward the next tier. The bar plots every tier as a labelled dot in level order and fills up to the member's position, blending how far they've come on both the spend target and the visit-count target (whichever they're further behind on drives the fill). Below it, a target / current readout shows the next tier's requirement against the member's running total — labelled Times for a visit-count rule and Total for a spend rule. A member who hasn't shopped yet sees "Please make a purchases" instead of a bar.

Points

The Point chip shows the member's loyalty balance using your program's unit name and format — for Bean & Brew that's Beans, not "points". Whether the balance shows decimals or is floored to a whole number depends on your loyalty program unit (isDecimal).

Point detail

Tapping Point detail opens the point modal, which splits the balance in two:

  • Active — points the member can spend now.
  • Inactive (pending) — points earned but not yet released, shown with a next-available date ("will be available on …").

This split comes from your program's portion settings — see Loyalty Points for how earned points are released over time.

Earning points

Members earn points through POS and loyalty transactions. Earning happens on Rewardly's server after payment — never on the POS screen — and the new balance appears in the wallet in real time. Amounts can be decimal or floored depending on the program unit.

Redeeming points

A member can spend points three ways:

  1. At checkout — paying part or all of an online order with points, when your loyalty redeem channels include the member app and the outlet allows point redemption.
  2. Buying vouchers — a voucher can carry a price in points.
  3. The merchant Redeem scan — if you allow members to redeem loyalty themselves, the merchant detail screen shows a Redeem button that produces a code for your POS staff to scan and apply at the till.

Redeem needs a balance and a joined member

The self-service Redeem scan only works for a member who has joined the merchant and has a loyalty balance above zero. A guest, or a member with no points, gets an info prompt instead.

Gift point

Gift point lets a member transfer points to another member. It opens a gift sheet seeded with their current balance and the program unit name. A successful gift refreshes both members' wallets.

Point transactions

Transaction opens the member's point history, split into three tabs:

TabShows
CollectPoints earned or reloaded.
GiftPoints gifted, with the recipient.
SpendsPoints redeemed.

Each row shows the signed amount in your program-unit name, an optional expiry date, and the available date.

Vouchers

The Voucher chip is an infinite-scrolling list of the member's vouchers. Tapping a voucher opens its detail; a Redeem Voucher button opens a modal listing the vouchers the member can buy.

Voucher detail

A voucher's detail page shows its image, name, type and value, and the fine print:

FieldWhat the member sees
Type & valueCash ($), discount (%), free item, fixed-price item, free modifier, lowest-priced combo item free, and more.
Purchase costFree, a price in points, or a price in store credit.
LimitsPer-member purchase limits (the personal margin).
OutletsThe outlets where it can be used — an expandable list.
TermsTerms and conditions you've written.
Eligible productsThe products the voucher applies to.

Buy, Use now, Gift

The actions a member sees depend on the voucher's state:

  • Buy — purchase the voucher with points or store credit, gated by sufficient balance, the right redeem channels, and any margin limit.
  • Use now — for an owned free-item, fixed-price, or item-discount voucher: it saves the product selection and carries the member straight into the order flow, auto-skipping outlet selection if there's only one outlet.
  • Gift — transfer the voucher to another member, available only while it's unused and unexpired and the voucher allows gifting.

Use now needs an order-enabled outlet

Use now requires at least one outlet that accepts online orders. If none do, the voucher shows "Redeem voucher in store" instead.

Event vouchers can't be bought

Birthday and First-time-shopper event vouchers are issued by the program, never purchased — there's no Buy button on them. (If the member hasn't set a birthday, birthday vouchers are filtered out of their wallet entirely.)

Shopify discount code

If your merchant is connected to Shopify, a cash voucher's detail can generate a Shopify discount code — the member creates, copies, or voids a code to use on your Shopify storefront.

Expired, used, and claimed states

  • Expired / used vouchers are greyed out and labelled Used or Voucher Expired <date>.
  • Barcode vouchers (scanned) and URL-claimed vouchers (from a gift link) auto-claim into the member's wallet, then open the voucher detail.

Store credit

The Store Credit chip shows the member's store credit balance in your currency, with three actions:

  • Buy credit — opens a top-up popup listing your store-value products (e.g. $50 for $45 tiles). The member picks one or more and taps BUY to add the top-up to a cart for payment.
  • Gift credit — transfer credit to another member.
  • Transaction — opens the credit history.

Store credit transactions

The history is split the same way as points:

TabShows
CollectCredit added — top-ups, cashback, rewards (shown in green).
GiftCredit gifted to or from other members.
SpendsCredit spent (shown in pink).

Each entry shows the signed amount, an optional expiry date, and the available date.

Store credit can be switched off

If you've closed store credit for the merchant, the Store Credit chip and its top-up products don't appear in the wallet at all.

Gifting between members

A member can gift three things to another member: a voucher, points, or store credit. The three flows are described in their own sections above; this is the unified picture:

  • Gift a voucher — opens a gift modal from the voucher detail or the wallet. It's only available while the voucher is unused and unexpired and the voucher allows gifting (the canGiftVoucher setting).
  • Gift points and Gift credit — open a gift sheet seeded with the member's current balance and the program unit name, so they can pick how much to send.

A successful gift triggers a transaction refresh on both accounts — the sender's balance drops and the recipient's rises in real time, and both members can see the movement in their respective transaction histories.

Stamp cards

The Stamp chip shows the member's stamp cards. Each card displays its progress as X / N stamps collected.

Tapping a card opens its detail: the program image and name, a How it works description, the current progress, an expiry date for the card, and a grid of challenge cells (stamped vs not). Tapping a cell opens its detail. Milestones with gifts are tracked per challenge level, so the member can see what they unlock as they fill the card.

Cashback and discount programs

Cashback and discount programs aren't wallet chips — a member opens them from the merchant's program list.

A cashback detail page shows the program image and name, a link to the merchant, a How it works description, and:

FieldWhat the member sees
Amount / percentThe cashback as a fixed $ amount or a %.
ConditionWhen it applies — e.g. $min – $max, "buy product × N pcs", or "applicable to all transactions".
MembershipThe tier the cashback applies to.
ExpiryThe program's expiry date.
HistoryA sortable list of the member's cashback earnings.

My Rewards

My Rewards is the member's list of every merchant they've joined — their memberships across all of Rewardly, not just yours. It can be filtered by With purchases, No purchases, or All. Tapping a merchant opens that merchant's activity. (In single-merchant mode — your own subdomain — the member mostly stays on your screens, but the cross-merchant view is still there in the aggregator app.)

The membership QR

Every member has a personal membership QR code they can show at your counter so staff can pull up their account. The QR carries a short-lived token and runs a live countdown — once it expires it shows "QR code is expired" with a refresh button. The screen also shows your logo, the merchant name, and the member's phone number.

The QR refreshes itself

Because the token is short-lived, a member who leaves the QR screen open may need to tap refresh before showing it. This is by design — it stops an old screenshot being reused.

QR inside the order flow

The standalone QR screen isn't the only place a member can identify themselves. Inside the online ordering flow, a membership QR popup is available for counter identification — it carries the member's account id and phone number, so staff can scan it to pull up the account while the member is placing or picking up an order.