Setting Up and Using Loyalty in DEAR POS

DEAR POS offers a simple, easy-to-use Loyalty system where your customers earn dollars to spend in your store every time they make a purchase.


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


Prerequisites

  • See DEAR POS - Getting Started and Information


Table of Contents


Set up Loyalty

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To set up loyalty:

  1. Navigate to Integrations > Dear POS.
  2. Click the Setup tab.
  3. Check Enable loyalty, then select an expense account for customer loyalty program transactions.



  4. Enter 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).
  5. Click Save.


Customise Loyalty

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All Products in your store will be automatically allocated the Earning Loyalty amount specified in the Setup tab. You can choose to customize the loyalty amount on certain products. This allows you to set 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 customize loyalty for individual products:

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


Using Loyalty

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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 earn as well as the total Loyalty balance available for use when making a purchase.



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.


For example, if 25% of a sale was paid with Loyalty, the customer will earn Loyalty on the remaining 75% of the sale only. Let's use the following as an example.


A customer's total purchase amounts to $60. The customer pays 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). Rather, they will earn Loyalty on the sale that they have paid with their own money ($45). If customers earn 10% of the sale amount as loyalty, the customer earns $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 the full price.


For example, if a product's full price is $12 and it is on sale at $6, loyalty will be earned on the $6, rather than the full $12.


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


If the customer does not have enough Loyalty to pay for the 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 finalize 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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Although customers are automatically signed up to your Loyalty Program, you can manually disable customers from earning Loyalty points.

To remove a customer from your Loyalty Program:

  1. On DEAR POS, open the side panel on the left and click Customers.

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


  1. Click the button to disable Loyalty.


  1. Tap Save to apply the changes.


NOTE: If the Customer Loyalty option is disabled within the DEAR POS setup page, any historical information attributed to the loyalty program will not be visible within DEAR POS.

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