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Get Started with Square Loyalty

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

How Square Loyalty Works

Your customers earn points for every purchase they make even when they use cash from your Square Point of Sale App or through your Square Online site. They don’t need to receive a digital receipt to accumulate points, simply have your customer enter their phone number after they checkout. Your customers will receive a text message when they sign up with a link to their status page and receive additional messages each time they reach a new reward tier.

You can customise your loyalty programme so you’re incentivising the best possible customer interactions. Your customers can either earn a point per transaction, per item purchased or every time they spend a certain amount. However, you can only set up one Loyalty rule for earning points per transaction at this time.

Set a purchase minimum to define how customers can earn rewards:

  • Per Visit: Reward points based on a per-visit minimum. For example, if your customer spends more than €5, they will earn one point per visit.

  • Per Amount Spent: Reward points based on the total amount spent before tip and after VAT. For example, one 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 filter coffee earns one point, a latte earns two points and a sandwich earns three points.

Note: Points accrue based on the post-tax (VAT) amount of the final sale price. 

You can also create customisable promotions within your existing Loyalty programme. Promotions incentivise customers to return to your business to earn extra rewards on their purchases. Learn more about getting started with Loyalty promotion.

Multi-Tiered Loyalty Programme

You can create a multi-tiered loyalty programme by adding multiple tiers of rewards in your setup. Customers will accumulate points towards rewards based on different tiers. Customers can choose to redeem their points for a reward once they reach a tier or continue towards the next tier to receive a larger reward. This allows you to create a loyalty programme unique to your business and incentivise your customers to return.

If you are setting up a Loyalty Programme for the first time:

  1. Go to Customers > Loyalty in your online Square Dashboard

  2. Follow the steps to create your Loyalty Programme.

To add tiers to your Loyalty Programme:

  1. Go to Customers > Loyalty in your online Square Dashboard.

  2. Click Settings > Create A New Reward.

  3. Select your reward type from the dropdown and choose the reward value.

  4. Enter the discount that will be applied for the reward.

  5. Click Create Reward.

Note: You can create up to 15 rewards for your Loyalty programme. If you already have 15 rewards created, you’ll need to delete an existing reward in order to create any new rewards for your programme. Additionally, reward names must be 100 characters or less for ease of use across your Point of Sale and receipts and during enrolment for buyers.

Redeem Rewards

Points are accumulated until the customer decides they want to redeem a reward.

Apply a reward to a current sale

  1. Visit your item library by tapping Library from the Checkout screen.

  2. Tap Rewards.

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

  4. Redeem a specific reward by selecting Redeem.

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

Customers can apply different rewards or multiple different rewards to a single transaction. Applying multiple rewards is only available on iOS devices and there is currently no option to limit a maximum of one reward per transaction.

Apply a reward to an online sale

Points can be earned or redeemed by loyalty programme members if they are making a purchase through Square Online. When completing a transaction on your business’ website, the customer will need to enter their phone number and any rewards they decide to use for their purchase will be automatically applied. The rewards used for the transaction will also appear on their digital receipt.

Learn about manage your Square Loyalty Programme.

Buyer Check-In and Enrolment

After you’ve set up and activated your Loyalty programme and subscription, you can opt to show your customers a screen during the checkout process inviting them to enrol or sign in to your Loyalty programme with their phone number. The Loyalty screen will appear during each transaction regardless of whether their purchase has 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 Square Register:

  1. Tap More > Settings.

  2. Select Checkout > Customer management.

  3. Toggle on Loyalty and Text Message Marketing opt-in on customer display.

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

Note: Your customer will receive text messages when they enrol in your loyalty programme, when they earn points, when they are eligible for a reward or when their points are expiring. They can unsubscribe from text messages at any time. If they are using Cash App to track their Loyalty status, they can also configure their Loyalty notification settings on their mobile device directly.

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

To download your QR code poster from your Square Dashboard:

  1. Go to Customers > Loyalty in your online Square Dashboard.

  2. Select Promotions > In-Store Loyalty Enrolment

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

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

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

Pricing for Square Loyalty

The Square Loyalty subscription cost is based on your customer’s participation with your programme. This participation is based on the number of qualifying Loyalty Visits within a given month.

Read more about Square Loyalty Pricing.