Get Started with Square Loyalty

With Square Loyalty, you can create a digital loyalty rewards program that will keep your customers coming back again and again – with incentives they earn with each purchase.

This guide will help you set up, operate and get the most out of your Loyalty program.

Create Your Loyalty Program

When you sign up for Square Loyalty, your customers earn points for every purchase they make, even when they use cash, from your Square Point of Sale App. You can get started with creating your own Loyalty program from the Loyalty section of your online Square Dashboard or by selecting More > Add-ons > Loyalty from the Square Point of Sale app.

The first step is choosing what your customers will earn:

They don’t need to receive a digital receipt in order to accumulate points – simply have your customer enter their phone number after they check out. Your customers will be notified via SMS when they sign up with a link to their status page, and each time they earn a reward.

Next, you can customize your program type and purchase minimum to define how your customers earn rewards; either visit-based, total amount spent or item/category-based:

• Visit: Reward points based on a per-visit minimum. For example, if your customer spends more than $5, they’ll earn one point per item/visit. This program type also allows you to exclude items from accruing points.

• Amount Spent*: Reward points based on the total amount spent before tip. For example, one point per every $5 spent on a purchase. 

• Any Item or Category: Reward points based on purchasing a specific item or category. For example, a drip coffee earns one point, a latte earns two points and a sandwich earns three points.

Note: The total Amount Spent can be tax-inclusive or exclusive (default). To change your settings:

1. Visit the Loyalty section of your online Square Dashboard > Settings.

2. Under Earning Points, click Edit next to the rule value.

3. Choose your tax preference.

4. Click Save.

Set up your Loyalty Rewards

Before you have the chance to review your Loyalty program offerings, set up your rewards. You can create up to 15 unique reward types for your program, and reward names can be up to 100 characters. However, we recommend keeping reward names around 50 characters or less for easier display across your Point of Sale and receipts and during the buyer enrolment process.

Manage Your Loyalty Program

• Edit your Loyalty Program: Update your Loyalty program from the Settings page of your online Square Dashboard at any time with no affect on your customers’ existing, earned points. Read more about managing your Square Loyalty program.

• Add tiers to your Loyalty Program: Add tiers to your program from your online Square Dashboard, and customers will accumulate points towards rewards based on predefined tiers. Read more about creating a loyalty program.

• Redeem rewards: Once you’ve set up your Loyalty program, you can easily view and redeem rewards your customers have earned from the Square App.

• Assign Loyalty permissions to your team: You can assign permissions to your team to allow them to take action on your Loyalty account. Actions include viewing Loyalty reporting, managing customer data and configuring your Loyalty program settings.

• Create a Square Loyalty promotion: By creating a promotion within your existing program, customers are incentivized to return to your business for events like happy hours or holiday events to earn extra rewards, boosting sales for your business. Read more about promoting your Square Loyalty program.

Manage your Loyalty Customers

Enrol your customers: After you’ve set up and activated your Loyalty program and subscription, a screen inviting your customers to enrol in your Loyalty program will appear after each transaction regardless of whether their purchase has earned them a point, reward or not.

View a Customer’s Loyalty Status: You’re able to keep track of your customer’s Loyalty status from your Customer Directory. Access their profile activity feed to see when they enrolled, points and/or rewards earned, redemptions and more.

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.

View your Customer’s Rewards and Coupons: Scroll to the Rewards section of a customer’s directory profile in your online Square Dashboard to see earned coupons and rewards, and to void any if needed.

Update a customer’s Loyalty phone number: Update or correct a customer’s phone number by searching their Customer Directory profile.

Square Loyalty Pricing

Square’s Loyalty program subscription cost is based on your customer’s participation with your program, and the total number of qualifying Loyalty Visits across all active locations.

Set Up Multiple Locations: If your business has more than one location, you can create a Loyalty program at any or all of your locations. Your customers can earn points and redeem rewards at any of your participating locations.

If signing up through the Add-on Library in your Square Point of Sale app, you will be given a 30-day free trial for your Square Loyalty program. You’ll need to add a subscription payment method for your Square Loyalty program within the 30-day period from the Pricing & subscriptions section of your online Square Dashboard. If a payment method isn’t added, your Square Loyalty subscription will expire and both new and existing customers will be prevented from participating in your program.

Learn more on how to manage your Square Loyalty Program