Loyalty

Guests and Loyalty sit together under Guests & marketing. Guest profiles are on every plan; the points scheme and the promo codes are part of the Growth and Pro plans.

Guest profiles

Every order with a phone number becomes a profile, so you can see who comes back without keeping a list by hand. The Guests page lists them with visits and spend; search by name or phone, or filter by "Agreed to messages", "At least this many visits" and "Came in within" the last 30 days, 90 days or the year.

A profile shows their details, your notes, whether they agreed to marketing messages, their orders and their points history. Two links at the bottom respect the guest's rights: "Download everything held about them" and "Erase their personal details". An erased profile keeps its order totals but loses the name, phone and email.

Run the scheme

On the Loyalty page, tick "Run the scheme" and set the rules:

• "What you call them", the name of the points as guests see it.
• "What one point takes off", in minor units.
• "Fewest points a guest can spend at once".
• "Most of a bill payable in points", as a percentage.
• "Points expire after", in months, blank for never.

The preview under the form shows what "A guest spending" a given amount earns and what it is "Worth". Balances appear under "Who holds points" as guests complete orders.

Spending points

After an order, the guest's status page says "You earned :points points on this order" and shows their balance. Points are spent by staff, from the profile, with "Use points on an order": choose the order and how many points, within the fewest and the most the scheme allows. "Adjust by hand" adds or removes points with a reason, for a goodwill gesture or a correction, and the reason stays in the history.

Promo codes

Under "Promo codes", create a code with either "Percentage off" or "Fixed amount off", a minimum order, a start and an end date, "Uses in total" (blank for unlimited) and "Uses per guest". The "Used" column counts redemptions. A guest types the code at checkout; the till has the same field on a pickup, delivery or table ticket.

One discount per order: a coupon and a manager discount do not stack. If a manager has already discounted a bill, a coupon on it is refused, and the other way round. See the POS and till guide for manager discounts.

Messages

Guests who agreed to messages can be filtered on the Guests page and messaged through the channels enabled under Settings, Messages and alerts. The Insights page counts repeat guests, and the Insights guide explains where to find that.