There may be some customers that you want to disable Loyalty for, such as:

• Staff members
• Wholesale customers
• Customers who don't want to participate in your Loyalty program

You can disable Loyalty manually for an individual customer or import a CSV file to update multiple customers.

Disabling Loyalty for an individual customer

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

Your customer can no longer earn or redeem with Loyalty.

Disabling Loyalty for many customers with a CSV import

1. In Retail POS, navigate to Customers.

2. At the top-right of your customer list, click Export list. A CSV file will download.

   

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

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

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

   

5. Save the CSV file.
6. In Retail POS, navigate to Customers.
7. Click Import customers.
8. Drag and drop your file, or browse and select it. Retail POS will preview how many customers it'll import.

9. Review the content, then select Continue with import.

   

Retail POS will return to the customer list and display a success message at the top of the page. Your selected customers won't earn or redeem with Loyalty.

What's next?