Create a loyalty program

This topic describes how to create a loyalty program and connect it to the applicable points collection and points redemption schedules. You can also set an effective date and enable/disable opt in.

1. Click the Loyalty tab.

2. In the Loyalty button group, click Add.

3. Enter the Name and Description.

4. Click Save.

5. In the Loyalty Entry button group, click Add.

6. From the Rule drop-down, select Collection Schedule.

7. From the Value drop-down, select the appropriate collection schedule.

8. Click Save.

9. In the Loyalty Entry button group, click Add.

10. From the Rule drop-down, select Redemption Schedule.

11. From the Value drop-down, select the appropriate redemption schedule.

12. Click Save.

1. If desired, add optional rules :

• Effective Date: When the loyalty program starts. If an Effective Date is not provided, the loyalty program starts immediately.

• Require Confirmation: If selected, the cashier must confirm the customer's participation in the loyalty program when they are about to collect their first loyalty points.

1. Click Save.