To set up Loyalty, you need the Advanced plan or the Loyalty module. The Advanced plan also includes Lightspeed eCom (E-Series), which you need to use if you want your customers to earn loyalty online as well. You can upgrade to an Advanced plan from Setup > Billing > Upgrade plan in Retail POS.

To purchase the Loyalty and eCom (E-Series) modules individually, contact your Account Manager.

Enabling Loyalty

1. From the main menu, navigate to Setup > Loyalty.
2. Select Enable Loyalty.

   

This will take you to your Loyalty settings.

If you don't have an Advanced plan or the Loyalty module yet, select Upgrade plan to upgrade your plan directly from Retail POS. Upgrading will allow you to enable Loyalty the next time you navigate to Setup > Loyalty.

Configuring your Loyalty settings

You can set how much Loyalty your customers will earn with each sale, offer a sign-up bonus, and automatically send a welcome email to new Loyalty members.

Setting how much Loyalty customers will earn

In the Earning percentage section, enter the percentage you want customers to earn on each of their purchases. The value must range from 0.00-100.00%.

Based on this percentage (or earning ratio), this is how Loyalty is calculated:

• Retail price x Loyalty percentage = Loyalty earned

Both tax and rounding are considered part of the Loyalty calculation. However, tipping and shipping fees are not.

If you enter a new Loyalty percentage and have products with custom Loyalty amounts, Retail POS will ask you to confirm whether to keep their custom Loyalty amounts or reset them according to the new Loyalty percentage.

Tax

The Loyalty calculation is always based on the retail price. However, the retail price may be tax-inclusive or tax-exclusive, depending on your tax settings.

If your store is set up in Canada or the US, the retail price is tax-exclusive. If your store is set up in New Zealand, Australia, or the UK, the retail price is tax-inclusive. All other countries default to the US tax-exclusive configuration.

You can change whether your store is tax-inclusive or exclusive while you have a trial account. But once you activate your account, you can no longer change this setting.

To learn more, please see Setting up taxes.

Rounding

If the Loyalty calculation yields a value greater than 2 decimal places, the following rounding occurs:

• 0.001-0.004: rounds down to the nearest cent
• 0.005-0.009: rounds up to the nearest cent

Tipping

Tipping is possible both on Lightspeed Retail POS (X-Series) and Lightspeed eCom (E-Series). Regardless of where a tip is made, Loyalty will not be earned on the tipped amount.

Offering a sign-up bonus

In the Sign-up section, select the checkbox next to Set sign-up bonus to offer a one-time sign-up bonus. Then, enter a currency value in the Loyalty field.

Accepted values range from 0.01-99,999.99. Customers will receive their sign-up bonus once they've officially signed up for Loyalty.

Sending a welcome email

In the Sign-up section, you can choose to automatically send a welcome email to newly-enrolled customers who provide an email address.

Click the Send welcome email checkbox and enter your customized email subject line and message. To see what your customers will receive, click Preview welcome email.

Setting an expiry policy

In the Expiry section, you can choose for Loyalty balances to never expire, or to expire based on the length of time since the most recent purchase. Use the Select a period... dropdown menu to choose your period, ranging from 3 months to 5 years. Learn more about Managing Loyalty expiration.

Finalizing your Loyalty changes

To finish customizing your Loyalty settings, click Save changes.

Disabling Loyalty

To disable Loyalty across Retail POS, select Disable Loyalty. If you have Lightspeed eCom (E-Series), this button will also disable Loyalty in your online store.

What's next?