Setting Up and Using Loyalty in DEAR POS


Loyalty is a system where your customers earn dollars to spend in your store with every purchase they make. It's designed to be as simple as possible for you and your customers.


The aim of a loyalty program is to increase customer retention, and to provide you with valuable information about your customer base.


Prerequisites:

  1. See DEAR POS - Getting Started and Information


  1. Set up Loyalty
  2. Customise Loyalty
  3. Using Loyalty



Set up Loyalty

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To set up loyalty:

  1. Navigate to Integrations -> Dear POS 
  2. Open the Setup tab
  3. Check Enable loyalty and choose an Earning loyalty amount. This corresponds to how much the customer has to spend to earn $1 (or one unit of your business's currency)



Customise Loyalty 

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All Products in Store will be automatically allocated the Earning Loyalty amount specified in the setup tab. You can choose to customise the loyalty amount on certain products. This allows you to set a No Loyalty or Extra Loyalty on preferred products. The Earning Loyalty also signifies how much has to be spent to earn $1 (or one unit of your business's currency). 


To customise loyalty for individual products:

  1. Go to the Catalog tab
  2. Select the product you wish to customise
  3. Enter the Earning Loyalty amount for that product
  4. Click Save





Using Loyalty

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These loyalty amounts will be earned on all sales to eligible customers. Your customers can redeem their loyalty on any products in your store.


Each time a customer makes a purchase their receipt will include the Loyalty they earned as well as their total balance available to spend.





Partial Payments with Loyalty

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If a customer pays for part of their purchase with Loyalty, they will earn Loyalty on a percentage of the sale.


Example
E.g. 15% of the sale was paid with Loyalty therefore the customer will earn Loyalty on the remaining 75% of the sale only.


A customer has a total purchase of $60 and has paid 25% of the sale with Loyalty ($15) and 75% with their own money ($45). This will mean that they will not earn loyalty points on the entire sale ($60) they will however earn Loyalty on the sale that they have paid with their own money ($45). The customer will earn $4.50 of Loyalty for the $60 purchase.




Loyalty and Discounts

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When you discount a product in a sale, Loyalty will be earned on the sale price not on the full price.


Example
        Full price: $12
        Sale price: $6
Loyalty will be earned on $6 



Redeeming Loyalty

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Customers can pay with Loyalty by simply selecting the Loyalty Button when making a purchase. Customers can choose to pay for the purchase:

  • Pay the entire purchase with Loyalty
  • Pay part of the sale with Loyalty



If the customer does not have enough Loyalty to pay for the whole sale, a message will appear asking the customer if they would like to make a partial loyalty payment.



The customer can click Make Partial Payment and then choose another payment method to finalise the balance.



Returns and Loyalty

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When you return a product, the loyalty amount associated with that item will be removed from the customer's account.



Turn Loyalty Off for Existing Customers

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Customers are automatically signed up to the Loyalty Program however you can manually disable customers from earning Loyalty points.

To remove a customer from your Loyalty Program:

  1. Navigate to the side panel on the left and click Customers


  1. From the list select the customer you would like to view



  1. Press the Green Button to disable Loyalty


  1. Press Save to apply the changes