CUSTOMER LOYALTY POINTS
EPOS loyalty software with configurable points and rewards
Set how customers earn loyalty points on eligible purchases and how those points can be redeemed. Connect loyalty to customer records, apply your configured limits and review awards, redemptions and manual adjustments in the points ledger.
Earning and redemption depend on the customer account, eligible purchases, enabled channels and configured rules.
CONFIGURE POINTS EARNING
Build your loyalty scheme around eligible purchases
Choose the available earning rules and define which activities, products and sales channels participate in your scheme.
Earning methods
Configure the available percentage, spend-based, purchase-based or hybrid earning rules. Confirm how the selected method calculates points for your setup.
Eligible activities and products
Include the activities and products that should earn points. Do not assume every purchase contributes to the loyalty balance.
Participating channels
Channel inclusion is configurable. Confirm each ordering or booking journey in which customers should earn points before promoting the scheme.
USING LOYALTY POINTS
Set how eligible points become purchase value
Eligible loyalty points can convert into discount or payment value under the configured redemption rules. Availability depends on the customer account, points balance, sales channel and maximum-redemption limits.
Customer and balance eligibility
Redemption checks depend on the relevant customer account and available points balance.
Channel rules
Confirm where redemption is supported. An earning option in one channel does not establish that every channel supports the same redemption journey.
Maximum redemption
Apply the configured maximum-redemption rules. Demonstrate how those limits affect a purchase before defining the offer for customers.
Confirm whether customers can use part of their points balance, how any remaining amount is paid and what happens after a cancellation or refund. Those details depend on the supported loyalty workflow.
CUSTOMER RECORDS AND TRANSACTIONS
Keep a record of points activity
Customer records connect bookings, orders and loyalty through the customer identifier or email. The loyalty ledger records points awards, redemptions and manual adjustments, with reason and reference information.
Awards and redemptions
Review recorded points transactions when checking how a customer’s balance has changed.
Manual adjustments
Manual adjustments can be recorded in the ledger. Confirm the available staff permissions and the authorised process for making corrections.
The ledger does not by itself establish customer self-service access to balances or transaction history.
LOYALTY AND MEMBERSHIPS
Keep points rewards distinct from membership benefits
Loyalty manages points earning and redemption. Memberships manage configured plans and benefits, including selected discounts.
A configuration setting controls the available combination of membership benefits and loyalty. Demonstrate the combined behaviour before offering both on the same purchase.
TEST YOUR CUSTOMER JOURNEY
Walk through earning and redemption before launch
Define eligible purchases
Choose the earning method, participating activities or products, and the channels you want to support.
Demonstrate a reward purchase
Check customer identification, the points balance, redemption limits and how the transaction is completed.
Confirm adjustments and exceptions
Agree how staff handle corrections and confirm the supported behaviour for refunds, cancellations and any expiry rules.
QUESTIONS BEFORE YOU CHOOSE
EPOS loyalty software questions
How can customers earn loyalty points?
The available configuration includes percentage, spend-based, purchase-based and hybrid earning rules. Activity, product and channel inclusion determine which purchases qualify.
Can points be used towards a purchase?
Eligible points can convert into discount or payment value, subject to customer-account, balance, channel and maximum-redemption rules. Confirm the complete payment journey for your setup.
Does loyalty work across every sales channel?
Channel eligibility is configurable, but the exact earning and redemption journeys must be confirmed separately. Do not assume staff POS, online booking, QR ordering and kiosks all behave identically.
Can loyalty be combined with membership discounts?
A configuration setting controls the available combination. Membership benefits and loyalty points remain separate functions, so demonstrate how they interact on an eligible purchase.
Can staff review or adjust points?
The points ledger records awards, redemptions and manual adjustments with reason and reference information. Confirm which staff can access records or make adjustments.
What happens to points after a refund or cancellation?
The loyalty-specific refund and cancellation behaviour needs to be confirmed for your setup. General payment refund functionality does not establish that points are automatically restored or reversed.
SEE YOUR LOYALTY WORKFLOW
Explore the points scheme you want to offer
Tell us which purchases should earn rewards and how customers should use them. We’ll demonstrate the relevant earning, redemption and record-handling functions and confirm the configuration for your venue.