Customers, points and stamps
The customer card, points (cashback), stamp cards, the customer account on the ordering page, newsletters and erasing data (GDPR).
Needs the Customers & loyalty add-on.
Customer card (Customers): details, addresses, birthday, Notes / preferences (e.g. "always no sugar", shown on the POS when you pick the customer), Tags (VIP, Company…), Invoice details, visits, spending, points and history. On the till you pick or create a customer inside the order.
Points (Customers → Points rules):
- Earning: e.g. 1 point for every €5.
- Spending (cashback): e.g. 3 points are worth €1, with Minimum points to use and At most of the bill.
- Gifts and expiry: points for Online sign-up and Birthday, and Expiry (months) without a visit (0 = never).
- Name of the points (e.g. "Exit Points") and Points shown on the online menu.
Customers redeem on the till or at the online checkout.
Stamp cards (Customers → Stamp cards): e.g. Stamps for one free item = 9, and coffees in Which items count. One stamp per item on a paid order. When the card is full, on the till press 🎁 Free from "…" and the cheapest item of the card on the bill becomes free.
Customer account: on the ordering page customers sign in without a password, with a 6-digit code they get by email. They see points, stamps and addresses.
Newsletters: in New newsletter you build the email with headings, text, images, products or offers, and pick the recipients (everyone, those who visited in the last 60 days, regulars with 3+ visits, or a tag). It goes only to those who confirmed from their email that they want offers (double opt-in), and every email has Unsubscribe. Try it first with Test to my email, then Send now or Schedule. In Sending settings choose the platform's mail (up to ~30 emails a minute) or your own SMTP account (e.g. Brevo, Mailgun, Amazon SES, ports 25, 465, 587 or 2525). Only the owner sets the SMTP account. If you just opened your account, confirm your email first: until then no newsletters go out.
Privacy (GDPR): on the customer's card, Download their data downloads what you keep about them, and Erase customer deletes name, phone, email, addresses, points, stamps and notes for good. Their past orders stay in your sales, without their details. For how long details are kept, double opt-in and account protection see Customer data and GDPR.