Loyalty & Reward Program

Loyalty & Reward Program — simple guide for claimed shop owners

What this page is for Run and manage customer loyalty programs for your shop. The Loyalty dashboard helps you view customers, track points, inspect purchase activity, and reward repeat buyers. Use it to boost repeat visits, increase average order value, and identify VIPs for special offers.

Top summary (what you see immediately)

  • Customer list — paginated list of customers for this shop with current loyalty points.

  • Search & select customer — open a customer's detail page to view purchases, points, and a purchase activity chart.

  • Points snapshot — total purchases, total items, total spend and computed loyalty points shown per customer.

  • Top sales — top 5 purchases for that customer (by amount).

  • Purchase chart — time series of the customer's purchases for trend analysis.

What’s included (full details)

Access & safety

  • Only the shop owner (or users with an active claimed listing and valid plan for the place) can manage the loyalty program for that place_id. Ownership and tenant DB are validated before dashboards are shown.

Customer list (dashboard)

  • Displays customers stored in the shop tenant DB, ordered by name and paginated. Click a customer to open their loyalty detail view.

Customer detail

  • Purchase history — chronological list of sales for the selected customer (date, subtotal, total, payment method, invoice number, tax, discount, status).

  • Aggregates — total number of purchases, total items bought, and total spend for the selected date set (all-time for the customer view).

  • Loyalty points (auto-calculated) — points are calculated from the customer’s history using your shop’s rules (see below). Points are saved to the customer record and can be used for rewards.

  • Top sales — highest-value orders for the customer (top 5). Useful to see high-value clients.

  • Purchase activity chart — grouped sales by date to show purchase cadence and identify quiet or busy periods for that customer.

Points rules (default example)

  • Points per purchase: 10 points for each purchase/transaction.

  • Points per item: 5 points for each item quantity in a sale.

  • Points per spend: 1 point per 1,000 INR spent (spend-based points use floor rounding). These defaults are applied automatically when the customer detail page is viewed and saved to the customer record; you can change your rules in your internal policy and the system will reflect new calculations when you re-run or update.

How points are stored

  • Calculated points are written to the customer's loyalty_points field and updated_by metadata is set to the acting user.

How to use — quick steps

  1. Open Loyalty from your shop dashboard.

  2. Browse the paginated customer list or search for a customer.

  3. Click a customer to open their detail page. System will:

    • Pull their sales history,

    • Summarize purchases, items and spend,

    • Compute and save loyalty points,

    • Build a time-series chart of purchases.

  4. Use the top sales list to identify high-value customers for targeted offers.

  5. Use points data to design campaigns (discounts, free items, birthday offers, tier upgrades).

Campaign & reward ideas (practical)

  • Simple reward: 500 points → ₹100 off. Promote at counter and on receipts.

  • Tiered program: Bronze (0–499), Silver (500–1499), Gold (1500+) — each tier gets increasing discounts or early access.

  • Visit-based reward: After 8 visits, 10% off next purchase. Use purchase count to trigger reward.

  • Item-focused bonus: Offer double points on slow-moving SKUs to clear inventory.

  • Onboarding bonus: Add a first-purchase points bonus to convert new customers into repeat buyers.

Benefits for brick-and-mortar shops

  • Increases repeat visits — points motivate customers to return.

  • Raises average order value — combining spend- and item-based points nudges customers to add items.

  • Improves customer retention — tiers and perks turn occasional buyers into loyal customers.

  • Enables targeted offers — use top-customer and purchase-frequency data to run personalized promotions.

  • Easy operational control — staff can view points and confirm rewards at POS during checkout.

Recommended cadence & workflows

  • Daily — check new VIPs or big spenders; apply immediate offers or follow-up messages.

  • Weekly — run a “double points” mini-campaign for specific SKUs or slow weekdays.

  • Monthly — export lists of VIPs for VIP-only promotions, check points balances and reconcile redemptions with sales.

  • Before events/seasons — create time-bound bonus points to boost pre-season sales.

Redemption & policy suggestions

  • Decide whether points expire (e.g., 12 months) and document the expiry policy clearly.

  • Define conversion: how many points equal 1 unit currency or a fixed benefit.

  • Set redemption rules: partial redemptions allowed? stack with discounts? apply to taxes? (Make this clear to staff).

  • Record redemptions in the system by applying negative adjustments to the customer’s points when used.

Troubleshooting & notes

  • Points look incorrect: Ensure sales items have correct quantity, subtotal, and total_amount fields. Points are derived from stored sales data.

  • Customer missing from dashboard: Confirm the customer exists in the shop tenant DB for the place_id.

  • Top sales/list empty: Customer may have no recorded sales in the tenant DB; verify sale records are present and linked to customer_id.

  • Multiple currencies: Points-per-spend rules assume a base currency for the shop; when you accept multiple currencies, normalize spend before calculating points (set a store policy).

  • Audit trail: Loyalty updates are logged; check logs when auditing point changes.

Who should use this and how often

  • Shop owner / manager: weekly to plan promotions and review VIPs.

  • Sales staff: at checkout to confirm points, apply redemptions, and inform customers.

  • Marketing: create targeted campaigns using high-spend and frequent-purchase segments.

  • Accountant: monthly reconciliation of coupons/rewards issued vs redeemed.

Quick checklist to launch a loyalty campaign (30 minutes)

  1. Confirm or set points rules (per purchase / per item / per spend).

  2. Ensure customers have correct customer_id and historical sales are imported.

  3. Define rewards and redemption conversion rates.

  4. Announce program in-store (flyer, receipt, staff script).

  5. Run a one-week double-points trial on a target SKU to measure lift.

  6. After one week, review purchase chart and top customers, then iterate.

PreviousFinancial ReportsNextEmployee & Role-Based Access

Last updated