Create a Loyalty Program with Square
If you’re using the Square App or Square Online and are designated as a business, you can subscribe to Square Loyalty and create a digital rewards programme to reward repeat customers. Loyalty points can be applied to cash and card purchases. Your customers can sign up quickly and easily by entering their mobile number right in the register or online when completing a purchase – and earn punches no matter how they pay.
In order to create and manage a loyalty program, including viewing the Loyalty section of your Square Dashboard, team members will need the Manage and Subscribe to Services and View, Edit, Create and Delete Customer Directory Data permissions enabled for their profile. Learn more about managing employees.
To earn points, customers must provide the same phone number for each payment method used at your business. A new profile will be created in your customer Directory if the customer uses a different phone number.
Note: If you’re using Android or Square Register, you’ll need to disable Skip Receipt Screen and Automatically Print Receipts in order to see the Loyalty screen at checkout.
Set Up a Loyalty Program
Choose how Customers Earn a Point
Set a purchase minimum to define how customers can earn a reward:
Per Visit: Reward points based on a per-visit minimum. For example, if your customer spends more than $5, they will earn 1 point per visit.
Per Amount Spent: Reward points based on the total amount spent before tax and tip. For example, 1 point per every $5 spent on a purchase.
Per Item or Category: Reward points based on purchasing a specific item or category. For example, a drip coffee earns 1 point, a latte earns 2 points and a sandwich earns 3 points.
Choose How Your Customers Get Rewarded
On the Reward screen, select how you’d like to reward your customers:
Discount on the Entire Sale: Set a fixed percentage or dollar discount for entire sale.
Discount on an Item or Category: Set a fixed percentage or dollar discount on specific items. For example, 20% off all coffee.
Free Item: Select a specific free item. For example, a free latte.
Customise Your Loyalty Program’s Terminology
You are able to customise the terminology of your loyalty program to fit your businesses’ brand. Instead of your customer’s earning points, you can choose to call them anything you want (for example stars, mugs or bubbles).
To do so:
Log in to the Loyalty section of your online Square Dashboard > Select Settings.
Under Terminology click Edit and enter your preferred term > Save.
Add tiers to your Loyalty Program
Log in to the Loyalty section of your online Square Dashboard > Select Settings. > Create A New Reward.
Select your reward type from the dropdown and choose the reward value > Enter the discount that will be applied for the reward.
Select Create Reward.
Please note: You can only create 100 rewards levels for your Loyalty Program.
If you’re editing an existing program, customers will not lose previously-earned points or rewards and will start to accrue points based on the new rules. It’s your responsibility to inform customers of changes made to an existing Loyalty program 30 days before those changes go into effect.
Manage Rewards Applied to Modifiers
If you select an item or category for a reward, any modifiers applied to that item will be included in the reward, and given the same discount. If you’d like to charge for modifiers applied to items that are part of a loyalty reward, follow these steps:
When creating your loyalty program, select Partial Discount on an Item.
Select the item(s) that qualify for the reward.
Set a reward value equal to the item price before any modifiers are applied.
The reward will be deducted from the purchase total so that the item is free but the modifiers are not.
If you already have an active Square Loyalty program, existing customers will receive an SMS notification with the offer. New customers will be notified of the offer upon enrolling in your loyalty program.
Set Up Locations
Select which locations you would like to have participate during program setup. Your customers will be able to earn points and redeem rewards at any of your participating locations.
To create additional locations, visit Locations in your online Square Dashboard and click Create Location. Once you add a new location, you cannot delete locations, but you can deactivate a location at any time. Inactive accounts will still be visible and can be reactivated at any time.
Note: If you’d like to offer a free item as a loyalty reward, you must select an item or category from each location’s Item Library in the reward field. This must be done to ensure coupons are redeemable across all business locations. Your customers won’t be able to redeem coupons at any locations that don’t have an item selected.