Manage Your Square Loyalty Programme

Once you’ve created your Square Loyalty Program, you’ll be able to monitor your programme directly from your Square Dashboard.

View a Customer’s Loyalty Status

Square Loyalty integrates with the Square Point of Sale app and your Customer Directory to keep track of your customers’ loyalty status. View a customer’s loyalty status from their profile activity feed to see when they enrolled, points and rewards earned, redemptions and more.

A customer’s activity feed will reflect the following loyalty events:

• Enrolled in Loyalty: Customers are enrolled in your Loyalty Programme by entering their phone number after an eligible purchase.

• Earned a Point or Reward: See how many points and rewards were earned and at which locations.

• Manually Added/Removed Points: See if a customer’s points were adjusted.

• Automatically transferred balance of points: Customers who may have inadvertently created multiple loyalty profiles have them automatically merged by our system to prevent lost points or rewards. For example, if they used the same card twice but accidentally entered the wrong number, we’ll pick up on it and fix it for you. Read more on how to merge a customer’s profile.

• Reward Redeemed: See when customers redeem an earned reward and at which location.

• Signed up for the Mailing List: See when a customer signs up for your mailing list and if they did so in return for points. When you enable the Collect Contacts feature in Square Loyalty, new customers will receive a text message offering an additional amount of points in exchange for their email addresses.

Update a Customer’s Loyalty Phone Number

Update or correct a customer’s loyalty phone number from their Customer Directory profile.

To do so:

1. Sign in to the Customers section of your online Square Dashboard.

2. Search and select the customer in question.

3. Next to Personal Information tap Edit > Update their phone number.

4. Save changes.

Merge a Customer’s Loyalty Profile

If a customer enrols in your programme using more than one phone number, they’ll earn points on duplicate customer profiles. To fix this, you can merge the two profiles and select a phone number for their Loyalty Programme participation in the future.

To do so:

1. Sign in to the Customers section of your online Square Dashboard.

2. Click Select > Tap the customers in question and click Merge. > Continue. Make sure you select the customer’s accurate phone number in case they have more than one.

3. Confirm your changes by clicking Merge.

Merging customers that each have loyalty accounts associated with them will combine the earned points.

Note: Both profiles being merged must be enrolled in your Loyalty Programme in order to select the correct phone number.

From here, ensure the customer uses the same phone number they enrolled with when claiming a loyalty point in the future.

View Loyalty Points and Rewards in Current Sale

You can view the number of points your customer will earn before you finalise the transaction, during the checkout process in the Current Sale section.
To make sure your customers are able to get the points earned in a purchase, you’ll need to add them to the transaction.

Redeem Rewards

In case your customer has enough points to redeem a reward, Reward Available will be prompted on the current sale before finalising the transaction. You can add the reward to the current sale by tapping Reward Available and selecting the reward you’d like to apply.

Customers with available rewards paying with a card linked to their loyalty account will see a reward redemption screen at checkout that allows them to select from their available rewards and apply them to their transaction. Note: This feature is currently only available on iOS devices.

Note: If the customer’s paying with a new card, this screen will not show up and their available rewards can be redeemed by tapping Redeem Rewards from the Item Library. If a buyer is completing a transaction for a Square Invoices payment, they can only enrol in or check in to your Loyalty Programme. Buyers cannot redeem any available rewards when completing an invoice payment at this time. 

Apply a Reward to a Current Sale

From the Square POS app:

1. Tap Checkout and visit your item library by tapping the Library button.

2. Tap Rewards.

3. Enter the customer’s name or phone number to search for available rewards.

4. Redeem a specific reward by tapping Redeem.

5. Complete sale through Point of Sale. You will see the reward applied on the transaction.

Customers are able to apply different rewards or multiple of the same rewards to a single transaction.

From the Square Restaurants POS app:

1. Open the Checkout screen or select the bill that you’d like to add your customer to.

2. Tap Actions > Rewards.

3. Enter your customer’s name, email, or phone number to search for available rewards.

4. Select rewards to apply them to the bill.

Your customer’s reward will be applied to the current sale, and you can finish the transaction as you normally would.

Buyer Check-In

During the checkout process, you can give buyers the option to either enrol in or check in to your Loyalty Programme by providing their phone number at your point of sale. The loyalty screen will appear during each transaction regardless of whether their purchase earned them a point or reward.

To enable this on your Square Point of Sale app or Square Terminal:

1. Tap More > Settings.

2. Select Loyalty and toggle on Customer check-in on customer display.

To enable this on your Square Register:

1. Tap More > Settings.

2. Select Loyalty.

3. Toggle on Show check-in screen at start of transaction. Ensure that the Enable Loyalty option is toggled on in order to update the settings on your device.  

After each transaction, your customer will receive a text message indicating they’ve been enrolled and, if applicable, have earned their first point, along with a link to their Loyalty Programme status.

Note: This feature is currently available for transactions processed through Square for Retail, Square for Restaurants, and Square Appointments. Buyers can also enrol in or check in to your programme when completing a Square Invoices payment, but cannot redeem any available points. You can enable this check-in option from Loyalty > Settings in your online Square Dashboard. Read more about how .

Manage Reward Redemption

You can turn off the reward redemption screen from your Square Point of Sale app or from Square Register.

To do so:

1. Navigate to More > Settings in your Point of Sale app or on your Square Register.

2. Tap Loyalty and toggle off Show check-in screen at start of transaction.

Your customers will no longer see the reward redemption screen.

Refunds & Updating Loyalty Status

See when loyalty points will be removed automatically based on the Loyalty Programme type and the refund type below:

For exchanges, points will be adjusted based on the items being exchanged. The adjustment is based on the Loyalty Programme settings at the time of the transaction. If no points were earned in the original transaction because no loyalty customer was associated to the transaction, then there will be no adjustments to a loyalty balance.

Manually Adjust a Customer’s Loyalty Status

To edit a customer’s point count, locate their customer profile from your online Square Dashboard or the Square Point of Sale app and assign them the correct number of points.

From the Square app:

1. Tap More > Customers.

2. Search for your customer by name or phone number.

3. Tap ‘•••’ next to their Loyalty Summary > Adjust Status.

4. Adjust points using the + / - signs.

5. Tap Save.

From your online Square Dashboard:

1. Sign in to the Customers section of your online Square Dashboard > Directory.

2. Search for your customer by name or phone number.

3. Under Loyalty, click Edit above the status bar.

4. Adjust points using the + or - signs.

5. Save.

Manage Your Customers’ Linked Cards

If a customer accidentally links their phone number to the wrong payment card or vice versa, you can always unlink the two. If you’re not sure which phone number a card was linked to, you can search for the payment in the Transactions tab of your online Square Dashboard using the last four digits of the payment card, then clicking Paid By in the payment details to find the customer profile. You can also search for a customer’s profile using their full phone number.

To unlink a customer’s payment card:

1. Sign in to the Customers section of your online Square Dashboard > Directory.

2. Search for your customer by name or phone number.

3. Click the three-dotted Actions menu > Managed Cards Linked Loyalty

4. Tick the box for each of the cards you’d like to unlink.

5. Click Unlink > Confirm Unlink.

Edit Your Loyalty Programme

You can update your Loyalty Programme at any time with no effect on your customers’ existing earned points.

To edit your Loyalty Programme:

1. Navigate to Customers > Loyalty >Settings in your online Square Dashboard.

2. Click Edit on the section you’d like to modify.

3. Make your changes and tap Save.

If you edit your programme:

• Changes will apply to previously issued points in the future. For example, if a customer had three of five points and you change to a ten-point programme, they’ll now have three of ten points. Please make sure your customers and cashiers understand the impact of these changes.

• Changes to reward settings will not impact previously issued rewards. For example, if a reward was originally 10% off an item and you change to 20%, previously issued rewards that haven’t been redeemed won’t be updated from 10% to 20%.

• Note that you can create up to 15 rewards for your Loyalty Programme. If you already have 15 rewards on your account, you’ll need to delete an existing reward in order to create and apply a new reward on your programme.

Once you have your Loyalty Programme set up, you can manage the number of points your customers have directly from the Square Point of Sale app or online Square Dashboard, so you’ll never have to worry if your customer misses a point.

Note: You must warn your customers 30 days before you make any changes to your Loyalty Programme. Square will show you a message every time you make a change to your programme, but we don’t notify your customers.

Some ways in which you can notify your customers can be placing a notice at your register or telling your returning customers as they visit your business, or if you have their contact information, you can get in touch with them directly and inform them.

In case you manually deduct points from your customer’s profile, they’ll receive a text message informing them of this change.

Exempt items from accruing points

If you set up a spend-based Loyalty Programme, you can exclude certain items or categories from accruing points. To do so:

1. Log in to your online Square Dashboard and navigate to Customers > Loyalty > Settings.

2. Select Edit next to the Eligible items and categories section. 

3. Use the filter or search bar to locate items, and deselect any items you want to prevent from accruing points. Any items that are uncategorised will be located at the bottom of this list.

4. Click Done.

If you exclude a category, then any new items you create in that category will automatically be excluded from accruing points as well. 

Once you finish updating your loyalty settings, the changes will apply to all future transactions. These changes aren’t retroactive – so they won’t apply to transactions that have already been processed. If your customer purchases items that are exempt from accruing points within your programme, let them know during the checkout process.

Note: The option to exclude items from accruing points is only available for spend-based Loyalty Programmes and is not available for visit-based, item-based or category-based programmes at this time.

Set Up a Loyalty Status Page

Your Loyalty Status page is a unique link you can share with your customers, which allows them to use their phone number to check their loyalty status at your business. New customers will also be able to enrol in your Loyalty Programme.

You can add your loyalty status page anywhere you like. We recommend adding it to your website and social media pages, and letting your customers know they can check their status there.

To view and share your Loyalty Status page:

1. Navigate to Loyalty > Marketing > Other in your online Square Dashboard.

2. From here, you can view or copy the link to your business’ Loyalty Status page.

Note In addition to viewing loyalty status from their Loyalty Status page, customers can view how many points they earned just by looking at their digital receipt once they have made an eligible purchase. Customers can click on the Loyalty Status page link on the receipt for more information about the Loyalty Programme, including available rewards and a record of their loyalty activities.

Customise Your Sign-In Screen

You can edit the way your Loyalty Sign-In screen appears on your Square Point of Sale for iOS. You’re able to turn off the loyalty screen for non-qualifying transactions, customise the display time of the Loyalty Sign-In screen or turn off the Loyalty Sign-In screen completely.

To locate these settings:

1. Log in to your Square Point of Sale.

2. Select More > Settings.

3. Select the setting you’d like to adjust for your Loyalty Programme.

Assign Team Members Loyalty Permissions On Your Account

If you want to allow team members to take action on your loyalty account on your behalf, you can assign them permission sets in their Team list under Staff & Payroll. Actions that you can allow your team to take range from viewing Loyalty reports, managing customer’s loyalty data and configuring your Loyalty Programme settings

Loyalty permissions are broken down into the following categories and actions:

• Reporting: Viewing loyalty reports, programme performance and customer engagement metrics.

• Programme Management: Viewing and editing Loyalty Programme settings and setting up Loyalty Promotions.

• Customer Management: Viewing and editing loyalty customers’ account information. Note: This permission requires the ‘View, edit, create and delete customer directory data’ permission from the Customers permission group to be enabled.

To enable loyalty permissions for your team members:

• Log in to your online Square Dashboard > Staff > Team.

• Select Permissions > Create Permission Set.

• Choose a permission set name and click Loyalty from the list. Select the permissions you’d like to assign to the permission set.

• Click Continue > choose the device access points > click Save.

You can learn more about Advanced Access in our Support Centre.