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Square Loyalty FAQs

How can I get started with Square Loyalty?

If you’re using the Square Point of Sale app or Square Online, you can subscribe to Square Loyalty and create a digital rewards program to recognise repeat customers.

To set up your Loyalty Programme:

  1. Log in to the Loyalty section of your online Square Dashboard.

  2. Select Settings. > Create A New Reward.

  3. Select your reward type from the dropdown.

  4. Choose the reward value > Enter the discount that will be applied for the reward.

  5. Select Create Reward.

How much does it cost to use Square Loyalty?

Square’s Loyalty programme subscription cost is based on your customer’s participation with your program.

Pricing is based on the total number of qualifying Loyalty Visits across all active locations per month in the following tiers:

Monthly Location Cost Loyalty Visits
£25 Up to 500
£45 501-1,500
£65 1,501-10,000
Contact Square Sales Greater than 10,000

How do I enrol a customer into a Loyalty programme?

You are able to enrol your customers during a purchase, or directly from your online Square Dashboard.

  • To enrol your customers during a purchase:

  1. Process a sale the same way you normally would.

  2. After the sale has been completed and your customer has passed the receipt screen, they’ll reach the Loyalty Screen.

  3. Your customer enters their phone number to opt-in to your loyalty programme.

  4. They’ll receive an SMS indicating they’ve been enrolled and, if applicable, earned their first star, along with a link to view their loyalty programme status.

  • To enrol your customers from your Customer Directory:

  1. Head to the Customers section of your online Square Dashboard or Square app.

  2. Select or create a customer profile.

  3. Under the Loyalty section, click or tap Create Account.

  4. Enter the customer’s mobile phone number > Save.

You can also enrol customers in your Loyalty programme with a special QR code poster at your point of sale for customers to scan. When a customer scans the QR code from their mobile device, they will be taken to an information collection page where they can provide their email address and/or phone number to enrol.

Download your QR code poster from your Square Dashboard. To do so:

  1. Navigate to the Loyalty tab of your online Square Dashboard.

  2. Select Promotions > In-Store Loyalty Enrolment

  3. On the next page, customise your in-store signage > click Print

  4. Place the poster near your point of sale so customers can easily scan the QR during checkout. 

Note: Square’s information collection form helps you comply with GDPR.

Take a look at the Enrol your Loyalty Customer tutorial in the Point of Sale App to see what your customers will need to do to enrol in your Loyalty Programme.

  1. Select More > Support.

  2. Select Tutorials and Tours and choose Enrol a Loyalty Customer.

  3. Swipe through the slides in the pop-up screen to learn how your customers can enrol in your Loyalty Programme after their transaction.

When making a purchase through your Square Online site, customers can also enrol in your Loyalty Programme by providing their phone number during the checkout process.

Can my Loyalty programme work for multiple locations?

If your business has multiple locations, you can create a loyalty programme that works across any or all of them.

Can a customer redeem rewards through an online purchase?

Customers can redeem or earn rewards for transactions completed through Square Online. When completing a transaction on your business’ website, the buyer will need to enter in their phone number to apply any accrued rewards to their transaction. The rewards used for the purchase will appear on their digital receipt.

How do I redeem a reward that my customer has earned?

To redeem a reward:

  1. From the Square app, tap Rewards in your item library.

  2. Enter your customer’s phone number to search for available rewards.

  3. Select rewards to apply them to the customer’s basket.

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

How do I collect emails with Loyalty?

Enabling the Collect Contacts feature in Square Loyalty allows new customers to receive a text message offering an additional amount of points in exchange for collecting their email address. Customers who provide their email address are automatically added to the Reachable and Loyalty Participant groups in your Customer Directory.

To enable this feature:

  1. Visit the Settings tab of your Loyalty dashboard.

  2. Toggle on Offer customers points in return for their email addresses.

  3. Enter the amount of points being offered for each email address.

  4. Click Save.

To enable this feature on an existing programme:

  1. Head to the Loyalty tab in your online Square Dashboard > Click Actions > Edit.

  2. In the Settings tab > enable Offer customers points in return for their email addresses.

  3. Enter the amount of points being offered for an email address.

  4. Click Next to continue with setup > Save.

How can customers enrol in Loyalty after a sale?

To ensure your customers receive their invitations:

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

  2. Toggle on the Send Reminder Emails setting.

How does a customer meet the established amount in order to earn points?

The amount used to assess whether a customer earns a point is based on the total purchase amount before tip and after tax.

When does an item not earn points?

Item-based rewards that have a reward applied will not earn points.

Can I manually adjust a customer’s Loyalty Points?

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 the correct number of points.

From the Square app:

  1. Tap More > Customers > Search for your customer by name or phone number.

  2. Tap ’•••’ next to their Loyalty status > Adjust Status.

  3. Adjust points using the + / - signs.

  4. 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 and adjust points using the + or - signs > Click Save.

Does Square automatically keep track of customers’ Loyalty points?

Square Loyalty integrates with the Square Point of Sale app and your Customer Directory to keep track of your customers’ loyalty status, including their loyalty points, rewards earned, redemptions and more.

Loyalty automatically accrues loyalty points for your customer if they pay by card. Your customer’s loyalty phone number is linked with their credit card automatically. When a customer comes back and uses the same payment method to pay for the transaction, Loyalty automatically accrues points based on the linked loyalty phone number. See section below if you want to learn how to manage linked cards (https://squareup.com/help/article/6130-manage-your-square-loyalty-program#manage-your-customers-linked-cards)

Can I edit my customer’s phone number associated with their Loyalty profile?

You can 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.

How do I merge two Loyalty customers?

You can merge two Loyalty customers. From your online Square Dashboard, click Fix Duplicate. Then merge your customers one at a time, or all at once by clicking Combine All Duplicates > Combine All.

Note: Merging customers will erase the points associated with each customer profile. You’ll need to manually adjust your customer’s Loyalty status from your Point of Sale app or online Square Dashboard. Learn how to adjust your customer’s Loyalty Status.

How do customers check their Loyalty status?

Once your customer has enrolled in your Loyalty programme, they’ll receive a welcome SMS notification with a link to their status page. From there, they’ll be able to view their progress, earned rewards, linked payment cards and activity.

With the Loyalty in Receipts feature, customers can also view how many points they have just earned by looking at their receipt once they have made a purchase. They can also click on their personal Loyalty Status page link on their receipt for more information about the Loyalty programme, including available rewards and historical Loyalty activities.

Note: Loyalty points earned are only available on digital receipts and do not appear on printed receipts.

How can I manage my 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.

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 > Tick the box for every card you’d like to unlink.

  4. Click Unlink > Confirm Unlink.

Note: Customers also have the ability to unlink themselves directly from their Status Page by following the link received via text message when they enrolled into Loyalty.

What is the difference between "Paid By" and "Earned By" on my customer’s receipts?

The name which appears after Paid By is the customer making the purchase, whereas Earned By refers to the name associated with the Square Loyalty account that earned the points.

What happens if my customer is missing points?

If a customer didn’t receive their points or didn’t enter their phone number after a previous purchase, you can adjust their point status. To do so, locate their customer profile and assign them the correct number of points. To get started:

  1. Tap More > Customers and search for your customer by name or phone number.

  2. Tap ’•••’ next to their Loyalty status > Adjust Status.

  3. Adjust points using the + or - signs and tap Save.

This can also be done from their Customer Directory profile in your online Square Dashboard.

How can I change when points expire?

To update or add a point expiry to your current programme:

  1. Navigate to the Loyalty section of your online Square Dashboard and select Settings.

  2. Under Earning Points locate Expiration > click Edit and select whether you’d like your points never to expire, or select after how long until you’d like for them to expire.

  3. Click Confirm.

Changes to point expiration will only impact future points earned. Customer’s existing points will expire based on the expiration settings at the time of earning. Customers will be notified 14-16 days before their points expire. 

How can I see when a customer’s points expire?

You view when a customer’s points expire in the online Square Dashboard and from your Square app.

In your online Square Dashboard:

  1. Go to your Customer Directory and select a customer.

  2. Under Loyalty in the customer’s profile, click the three horizontal dots.

  3. Click View Expiring Points to view total points that will expire for that customer.

From the Square app:

  1. Go to the More > Customers section and select a customer.

  2. Under Loyalty in the customer’s profile, click the three horizontal dots.

  3. Click View Expiring Points to view total points that will expire for that customer.

Which points will customers redeem first?

When customers redeem their loyalty points, they will always use the points that will expire the soonest.

Can I view reporting for my Loyalty programme?

With Square Loyalty, you’re able to track the progress of your programme directly from your online Square Dashboard and from the Square app for iOS. In addition to the programme details, you’ll be able to see every Loyalty visit and transaction associated with your rewards and a comparison of average visits and spending of loyalty and non-loyalty customers.

Can my team access my Loyalty account?

With Square Team Management, you are able to assign your team members specific permissions to take certain actions on your Loyalty account. Permission sets include granting team members access to view Loyalty reporting, managing customer data and configuring your Loyalty programme settings

Team members can take action through the online Square Dashboard, a shared point of sale and your point of sale app. Loyalty permissions are broken down into the following categories and actions:

  1. Reporting: Viewing Loyalty reports, programme performance and customer engagement metrics.

  2. Program Management: Viewing and editing Loyalty programme settings and setting up Loyalty promotions.

  3. 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:

  1. Log in to your online Square Dashboard > Team.

  2. Select Permissions > Create Permission Set.

  3. Choose a permission set name and click Loyalty from the list. Select the permissions you would like to assign to the permission set.

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

You can learn more about Team Management in our Support Centre.

Do refunds adjust a customer's Loyalty Balance?

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

Loyalty Programme Type Full Refund Partial Item Refund Custom Refund Amount
Amount spent programme All points will be removed. Points will be removed proportional to the amount refunded. Points will be removed proportional to the amount refunded.
Per Visit All points will be removed. Points will be removed if the amount is below the spending threshold to earn points. Points will be removed if the amount is below the spending threshold to earn points.
Per Item or Category All points will be removed. If an item that earned points is refunded, the points earned for that item will be removed. Otherwise points will not be removed. Points will not be removed.

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.

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