Square Loyalty Get Started Guide
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.
This guide will help you set up, operate and get the most out of your Loyalty Programme.
When you sign up for Square Loyalty, your customers earn points for every purchase they make from your Square Point of Sale App, even when they use cash. You can get started with creating your own Loyalty Programme by choosing what your customers will earn.
They don’t need to receive a digital receipt to accumulate points – simply have your customer enter their phone number after they checkout and consent to joining your Loyalty Programme. Your customers will receive a text message with a link to their Loyalty activity on their own buyer status page when they sign up each time they earn a reward.
Next, you can choose your programme type: either visit-based, amount spent or item or category-based.
Before you have the chance to review your Loyalty Programme offerings, set up your rewards:
Square’s Loyalty programme subscription cost is based on your customers' participation with your programme and the total number of qualifying Loyalty Visits across all active locations.
|Monthly Location Cost||Loyalty Visits|
|€39||Up to 500|
|Contact Square Sales||Greater than 10,000|
Set Up Multiple Locations: If your business has more than one location, you can create a Loyalty programme at any or all of your locations. Your customers can earn points and redeem rewards at any of your participating locations.
Manage Your Loyalty Programme
Add tiers to your Loyalty Program: Add tiers to your programme from your online Square Dashboard, and customers will accumulate points towards rewards based on those predefined tiers. Read more about creating a loyalty programme.
Redeem rewards: Once you set up your Loyalty Programme, 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 granting team members access to view Loyalty reporting, allowing them to manage customer data and configuring your Loyalty Programme settings.
Manage Your Loyalty Customers
Enrol your customers: After you’ve set up and activated your Loyalty Programme and subscription, a screen inviting your customers to enrol in your Loyalty Programme will appear after each transaction, regardless of whether their purchase earned them a point or reward.
View a customer’s Loyalty status: You can keep track of your customer’s Loyalty status from your Customer Directory. Access their profile activity feed to see when they enrolled, their points and rewards, their 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 their earned vouchers and rewards, and to void any if needed.