You can enable Loyalty manually for an individual customer or import a CSV file to update many customers at once. New customers can also sign up for Loyalty in many ways.

Enabling Loyalty for an individual customer

1. From the main menu, navigate to Customers > Customers.
2. From the list, select your customer's name to expand their details.
3. Click Edit customer or the pencil icon (Edit).
4. Select the Details tab.
5. In the Settings section, toggle on Enable loyalty for this customer.
6. Click Save changes.

Your customer can now earn or redeem with Loyalty.

Bulk enabling Loyalty customers with a CSV import

1. From the main menu, select Customers.

2. Click Export list, and a CSV file will download.

   

   You can only download 1,000 customers per CSV file.

3. Open the CSV file in spreadsheet software (like Excel, OpenOffice, Google Sheets).

4. Navigate to the customers you want to enable Loyalty for. Under the enable_loyalty column, change the number from 0 to 1.

   

5. Save the file.
6. In Retail POS, navigate to Customers from the main menu.
7. Select Import customers.
8. Drag and drop your file, or browse and select the file. Retail POS will preview how many customers it will import.

9. After confirming that the list is accurate, click Continue with import.

   

Retail POS will bring you back to your customer list and display a banner confirming the update. Your customers can now earn or redeem with Loyalty.

What's next?