Loyalty Points

Prerequisite — create a Membership tier first

The Loyalty program form requires you to choose a membership tier. You cannot save a loyalty program until at least one tier exists.

If you haven't made a tier yet, create one first.

Overview

Loyalty points are what members earn every time they spend with you. You decide the earn rate; Rewardly does the maths automatically on every sale.

Points are flexible — members can pay with them, convert them to store credit, or spend them on vouchers.

How it works

Earning points

• A loyalty program belongs to one membership tier. Members in that tier earn points at that program's rate.

• The earn rate is the Ratio. The maths is amount spent ÷ ratio = points earned:

  Ratio	Result
  1	1 point per $1 spent
  10	1 point per $10 spent
  100	1 point per $100 spent

• An individual product can override the rate with its own Loyalty Ratio (see Products).

• Bonus multipliers can boost earning — a birthday-month multiplier and date-range promotions — plus a one-time bonus for completing a profile. These are set in Merchant Settings.

• Points are calculated after payment, by Rewardly's server. The POS never shows "points earned" on screen — the member sees them in their app afterward.

What a point is worth

Each point has a fixed cash value, the Point → Currency value, set once in Merchant Settings. For example, 1 point = $0.01 means 100 points are worth $1.

Redeeming points

Members can use points in three ways:

1. Pay with points at the POS — points work as a payment method (see At the Counter).
2. Convert to store credit — using a conversion rate you define.
3. Buy vouchers — a voucher can carry a price in points.

Redeeming requires Allow redeem loyalty to be on in Merchant Settings.

Redemption limits (Loyalty Conditions)

Left unchecked, a customer could cover almost a whole bill with points. Loyalty Conditions let you cap how many points a customer may redeem on an order, scaled to the order's size.

Each Loyalty Condition is one rule with two fields:

Field	What it means
Minimum Total Amount	The order total (in your currency) from which the rule applies.
Maximum Loyalty Points	The most points a customer may redeem on an order of that size.

Create several conditions to build a tiered table — for example:

Minimum Total Amount	Maximum Loyalty Points
20	50
50	100
100	250

With these rules, a $60 order lets the customer redeem at most 100 points. To set them up, open Loyalty & Programs → Loyalty Conditions and add one entry per spend band.

Active vs Inactive points

Earned points can be released gradually rather than all at once. Points not yet available are Inactive; once available they become Active and can be spent. Members see both totals in their app.

Expiry

Points can expire after a set number of days — either from the program's Validity in days, or from the platform-wide Point validity in Merchant Settings.

Default setup

Bean & Brew example: a program called Beans Rewards — earn 1 Bean per $1 spent — linked to the Member tier. This is Step 6 of First-Time Setup.

1. First, make sure a Membership tier exists.
2. In the sidebar open Loyalty & Programs → Loyalty Programs, then click Create.
3. Fill in:
   • Name — Beans Rewards
   • Membership — Member (required)
   • Ratio — 1 (the form shows 1 = 1 Bean)
   • Portion Count — 1
   • Portion Interval Days — 0
4. Leave Outlets empty so it applies everywhere.
5. Set Status to Draft while you review, then change it to Live and Save.

Draft earns nothing

A loyalty program only earns points once its Status is Live. Once Live, its fields lock — finish editing in Draft first.

Advanced options

A separate program per tier

Each loyalty program is tied to one tier. To make higher tiers earn faster, create one program per tier with a different ratio:

Program	Tier	Ratio	Effect
Silver Rewards	Silver	2	1 point per $2
Gold Rewards	Gold	1	1 point per $1 (twice as fast)

All loyalty program fields

Field	What it does
Name	The program name. Required.
Membership	The tier this program earns for. Required.
Ratio	The earn rate (amount ÷ ratio = points). Required.
Level	An optional ordering number for the program.
Validity in days	Points earned from this program expire after this many days.
Outlets	Limit earning to specific outlets. Leave empty to apply everywhere.
Portion Count	Splits each earning into this many portions, released over time. 1 = released all at once.
Portion Interval Days	Days between portion releases. 0 = immediate.
Image	An image for the program.
How it works	A rich-text description shown to customers.
Status	Draft (inactive) or Live (active).

Boosting earn rates

These platform-wide settings (in Merchant Settings → Programs tab) increase how fast members earn:

• Birthday Month Point Bonus — a multiplier applied during a member's birth month.
• Date Range Point Bonus — multipliers for specific promotional date ranges.
• Bonus Point On Completing Profile — a one-time award when a member fills in their profile.
• Per-product ratio — any product can earn at its own rate.

What members & staff see

At the POS, points are a payment method. Choosing Loyalty opens the Loyalty modal, which shows "Your Loyalty: <balance>" and the conversion line "1$ = N point", and caps the amount to the member's balance.

In the member app, the Point modal splits the balance into:

• Active — points that can be spent now.
• Inactive — points awarded but not yet available, with a "will be available on …" date.

A transactions list shows each earn and spend with its expiry date. If you enable Allow redeem loyalty at Customer, members can redeem points themselves — the app generates a QR code that your POS staff scan to apply the redemption.

Related

• Membership & Tiers — the required partner of every loyalty program.
• Store Credit — points can be converted into store credit.
• Vouchers — points can be spent to buy vouchers.
• Merchant Settings — point unit, cash value, multipliers, redeem channels.
• At the Counter — redeeming points during a sale.