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Loyalty Program

Bronze, Silver, Gold, Platinum — a real, tiered customer loyalty program: customers earn points automatically as they buy, move up tiers as they spend more, and earn at a faster rate the higher their tier goes. Points can also be adjusted manually by staff when needed, with every change kept in a permanent, reviewable history.

Who this is for

  • Retailers wanting to reward repeat customers without a third-party loyalty platform.
  • Businesses that want tiered incentives (spend more, earn faster) to encourage bigger or more frequent purchases.
  • Customer service teams who occasionally need to manually correct or award points, with accountability for having done so.

Loyalty Program — the main screen

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1. SETTING UP YOUR TIER LADDER

Marketing → Loyalties lets you configure four tiers — Bronze, Silver, Gold, Platinum — each with its own:

  • Points-earn rate — how many points a customer earns per dollar spent at that tier.
  • Qualifying threshold — the spend level required to reach it. Tier thresholds are required to strictly increase as you go up the ladder — the system won't let you accidentally configure Silver to require more spend than Gold, protecting you from a simple misconfiguration that would confuse customers and staff alike.
Example qualifying-spend ladder — your own thresholds are fully configurable

2. HOW CUSTOMERS EARN AND MOVE UP

Points accrue automatically as a customer makes purchases, based on their current tier's earn rate. As their total qualifying spend crosses a tier's threshold, they move up automatically — no manual review needed. A customer's current tier, points balance, and full earning/redemption history are all visible right on their own customer record (see the Customer Management guide).

3. MANUAL ADJUSTMENTS — WITH ACCOUNTABILITY

Sometimes a points balance needs a human touch — a goodwill award, a correction for a system issue. Staff can manually adjust a customer's point balance directly, and every single adjustment is kept in a full, permanent audit history — never a silent balance change with no record of who did it or why.

4. HOW IT CONNECTS TO THE REST OF THE SYSTEM

  • Customer records — a customer's Loyalty tab shows their tier, points balance, and history directly.
  • POS / Sales — purchases at checkout are what earn points automatically in the first place.
  • Segments — loyalty tier and points activity can factor into customer segments used for targeted promotions.

5. WHY IT SCALES FROM SMB TO ENTERPRISE

01

Small business

Turn it on with default tiers and start rewarding repeat customers with zero setup effort.

02

Growing business

Tune tier thresholds and earn rates as you learn what actually drives repeat purchases.

03

Enterprise

A full, permanent audit trail on every manual adjustment gives loss-prevention and customer-service management real oversight over who's awarding points and why, at scale.

Quick Reference

Quick reference — where things live 
  Loyalty program setup .................... Marketing > Loyalties
  A customer's loyalty status .............. Customer record > Loyalty tab

See this running in your own account

Free to start, no credit card required — most businesses are set up and creating real records within minutes.

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