Getting started
Your first week with Loyalty
An ordered checklist for launching a loyalty scheme: connect Square, create the scheme, points and rewards, share it, then scan.
1 min read · Updated
In short: connect Square, create your scheme, set how points are earned, add a reward, then share the link and train your team to scan.
Build the scheme, then Bring in members, then In the venue, then End of the week4 stages in order: Build the scheme, then Bring in members, then In the venue, then End of the week. The live stage is Build the scheme.
01Build the scheme
02Bring in members
03In the venue
04End of the week
- 01Build the scheme
- 02Bring in members
- 03In the venue
- 04End of the week
Build the scheme
- Connect Square. Points for spend needs it.
- Create a brand kit. It styles your wallet cards.
- Create the scheme and choose how guests join.
- Set how guests earn points.
- Create at least one reward, and set it up as a free item on Square.
Bring in members
- Moving from another system? Import your members. Send emails to members starts on, so turn it off if you are not ready to launch.
- Share a link or QR code to your join page, such as on tables and receipts.
- Tell guests they can save their card to Apple or Google Wallet.
In the venue
Loyalty: Scan a loyalty card or rewardA drawing of a loyalty card filling up towards a reward, with Scan a loyalty card or reward marked.
Loyalty
Scan a loyalty card or reward
Loyalty
Scan a loyalty card or reward
- Show your team how to scan a loyalty card or reward.
- For staff without Loyalty, use Scanner. Every role can.
End of the week
- Read your loyalty reports.
- Fix any missed points with add or correct a guest's points.
Check it worked
Join your scheme on your own phone, pay with Square, and check Interaction History for a Points issued line.
Good to know
- Guests need a reward to spend their points on.
- Cards will not scan? Check the scheme shows Live, not Draft.
- Only Admin, Moderator, General Manager, Bookings Manager and Marketing can see Loyalty.
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