Loyalty Points Scheme

Optimize customer loyalty with CleanCloud's Loyalty Points Scheme. Set rates, manually apply credits, and track credit usage.

Rafael Cardoso avatar
Written by Rafael Cardoso
Updated over a week ago

Reward your customers effortlessly by linking loyalty points to their spending. Automatically enrol them in the Loyalty Points Scheme, where they accumulate points based on their spending history, later convertible to customer credit.

Activating Loyalty Points

  1. Navigate to Settings > Admin > Discounts & Promos > Loyalty Points.

  2. Activate the scheme and set the redemption rate under 'Redemption Percentage on Each Order'. For example, a 3% rate means $3 credit for a $100 spend.

  3. Define the threshold to show the 'Convert to Credit' button and set the 'Apply to Orders From This Date'.

Best practice: Avoid altering the 'Apply to Orders From This Date' once set, as changes may affect accumulated points.


Applying Loyalty Credit

You have the flexibility to redeem credit either through the POS by staff, maintaining control over the granting process, or by customers through their online accounts.

  1. Access the customer's profile from the New Order page.

  2. In the CRM, view the 'Unused Loyalty Points' section.

  3. If points are available, click 'Redeem' to apply loyalty points as a credit to their account.

  4. Customers can then use accumulated points as credit toward their orders.


Converting Points Online

Customers can convert points to credit directly from their account using the web booking tool and customer app.


Monitoring Loyalty Points History

  1. Visit Settings > Admin > Discounts & Promos > Loyalty Points.

  2. Click 'View Activity' to access details of credited customers and filter for the most recent claims.


๐Ÿ’ก Tip

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