If you’re using the Square Point of Sale and are designated as a business, you can subscribe to Square Loyalty for $25 per location, per month, and create a digital rewards program to recognize repeat customers. Loyalty stars can be applied to cash and card purchases. Your customers can sign up quickly and easily by entering their mobile number right in the register – and earn punches no matter how they pay.

Note: You’ll need to disable Skip Receipt Screen and Automatically Print Receipts in order to see the Loyalty screen at checkout.

Note: To earn stars, customers must provide the same phone number for each payment method used at your business. Customers will create new loyalty profiles if they provide a new phone number. 

Set Up Your Loyalty Program

  1. Navigate to Loyalty in your online Square Dashboard.
  2. Click Create Your Program and set up your program, or click Actions > Edit if you’d like to update an existing program.

Choose how your customers earn a reward.

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

  • By Visit: Reward stars based on a per-visit minimum. For example, $5 or more earns 1 star total per visit.
  • By Amount Spent: Reward stars based on the total amount spent before tax and tip. For example, 1 star per every $5 spent on a purchase.
  • By Item or Category: Reward stars based on purchasing a specific item or category. For example, a drip coffee earns 1 star, a latte earns 2 stars, and a sandwich earns 3 stars.

Note: Stars are calculated using the ticket’s contents, including when the purchase is split among multiple tenders.

Choose how your customers get rewarded.

On the Reward screen, select how you’d like to reward your customers:

  • Discount on the Entire Sale: Set a fixed percentage or dollar discount for entire sale.
  • Discount on an Item or Category: Set a fixed percentage or dollar discount on specific items. For example, 20% off any Hot Beverage or 20% off a Latte.
  • Free Item: Select a specific free item. For example, Free Latte.

If you’re editing an existing program, customers will not lose previously-earned stars or rewards and will start to accrue stars based on the new rules. It’s your responsibility to inform customers of changes made to an existing Loyalty program.

Incentivize Customers to Provide Their Email Address

While Square Loyalty tracks your customers’ stars and rewards by their phone number, you can still collect their email address for use with Square Marketing.

When you enable the Collect Contacts feature in Square Loyalty, new customers will receive an SMS message offering an additional amount of stars in exchange for 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. In the Collect Email tab > enable Offer customers stars in return for their email addresses.
  2. Enter amount of stars being offered for email address.
  3. Click Next to continue with setup.

To enable this feature on an existing program:

  1. Head to the Loyalty tab in your online Square Dashboard.
  2. Click Actions > Edit.
  3. In the Collect Email tab > enable Offer customers stars in return for their email addresses.
  4. Enter amount of stars being offered for email address.
  5. Click Next to continue with setup > Save.

Review the Reward

  1. Enter a Reward Description: This description should match the reward being offered in your own words. For example, “Free Latte on Your Next Visit.”
  2. Click Next to continue with setup.

Select Locations

The loyalty subscription costs $25 per location per month, and you can select which locations participate during program setup. Your customers will be able to earn stars and redeem rewards at any of your participating locations.

Note: If you’d like to offer a free item as a loyalty reward, you must select an item or category from each location’s Item Library in the reward field. This must be done to ensure coupons are redeemable across all business locations. Your customers won’t be able to redeem coupons at any locations that don’t have an item selected.

Rewards and Modifiers

If you select an item or category for a reward, any modifiers applied to that item will be included in the reward, and given the same discount. If you’d like to charge for modifiers applied to items that are part of a loyalty reward, follow these steps:

  1. When creating your loyalty program, select Partial Discount on an Item.
  2. Select the item(s) that qualify for the reward.
  3. Set a reward value equal to the item price before any modifiers are applied.

The reward will be deducted from the purchase total so that the item is free but the modifiers are not.

If you already have an active Square Loyalty program, existing customers will receive an SMS notification with the offer. New customers will be notified of the offer upon enrolling in your loyalty program.

Promoting your Loyalty Program

Let your customers know about your Loyalty Program by:

  • Telling them at the register. To enroll, all a customer needs to do is add their phone number at the end of their transaction.
  • Announcing your program with a marketing email
  • Sharing the details of your program with your followers via social media.

Note: Customers do not accrue stars for purchases made through your online store at this time.

Redeeming Loyalty Rewards

To apply a reward to a sale in the Square app:

  1. Tap Redeem Rewards in the Item Library.
  2. Tap Search for Rewards to lookup the reward by phone number or by name in your Customer Directory.
  3. Tap “apply reward”
  4. If the specific Reward Item is not in the cart, a notification will display and no discount will be applied to the sale.

Note: This feature is optimized for Square Point of Sale version 4.27 or higher on iOS and Android. Please be sure the Square app is up to date.

To edit an individual customer’s reward:

  1. Log into your Square Point of Sale App.
  2. Tap the three horizontal lines > Customers.
  3. Select your customer group.
  4. Tap on the correct customer (or create a customer).
  5. Scroll to Loyalty > tap Edit.
  6. Use the + / - tool to edit their number of stars.
  7. Tap Save.

Loyalty Insights

You can also view insights about your loyalty program, including:

  • Number of enrolled customers
  • Number of rewards issued and redeemed
  • Distribution of punches
  • Transaction history with rewards
  • Reward lookup

You can also view or edit the stars and rewards accrued for each contact in your Customer Directory by clicking on each contact’s name. Their stars and rewards will appear in their activity list.

Loyalty for Multiple-Location Businesses

If your business has multiple locations, you can create a loyalty program that works across any or all of them. The loyalty subscription costs $25 per location per month, and you can select which locations participate during program setup. Your customers will be able to earn stars and redeem rewards at any of your participating locations.

To get started

  1. Sign in to your master account in your online Square Dashboard.
  2. Visit Loyalty.
  3. Set up your program details and click Save.

Note: If you’d like to offer a free item as a loyalty reward, you must select an item or category from each location’s Item Library in the reward field. This must be done to ensure coupons are redeemable across all business locations. Your customers won’t be able to redeem coupons at any locations that don’t have an item selected.

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