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Enroll to Square Loyalty Using Square Point of Sale

Once you’ve set up and activated your Loyalty program and subscription, the new loyalty enrollment screens will appear in your Square app and you can start signing up your customers to receive rewards.

Enroll Your Customers in Your Loyalty Program

  1. On your Square Point of Sale app or Square Terminal, process a sale the same way you normally would.

  2. After the sale has been completed and your customer has passed the receipt screen, you’ll reach the loyalty screen. Note: The enrollment screen will not appear if the minimum purchase amount is not reached.

Loyalty Receipts

3. Your customer enters their 10-digit phone number to enroll or sign in to your loyalty program.

Loyalty Phone Number

4. They receive an SMS indicating they’ve earned their first point, and if enabled, they’ll also see a link to Cash App to view their loyalty status with your business. From the Activity tab in Cash App, they’ll be able to view accrued points, earned rewards, and activity at your business. If your customer does not have Cash App at the time of the transaction, they will be prompted to download the app to easily view their loyalty program details.

If you set up loyalty tiers for your program, your buyers will see their current tier status in Cash App, on their loyalty status page, or on their digital receipt. Buyers will also receive notifications when their tier status upgrades or downgrades.

Note: Your customer will receive occasional SMS messages and Cash App notifications about your loyalty program, such as updates about earned rewards. They can unsubscribe from SMS messages at any time or update their Cash App notification settings on their mobile device. Buyers are not required to download Cash App to continue accruing points or redeeming rewards.

Loyalty SMS

Your customer’s loyalty account number is connected to their phone number. They can pay with different credit cards, checks, gift cards or cash, and still earn points towards rewards by entering the same phone number after each purchase.

To walk through what your customers will need to do to enroll in your loyalty program, view the How to Enroll your Loyalty Customer tutorial in the Point of Sale App.

To access the tutorial:

  1. Tap More > Support.

  2. Tap Tutorials and Tours and choose Enroll a Loyalty Customer.

  3. Swipe through the slides in the pop up screen to learn how your customers can enroll in your loyalty program after their transaction.

On Square Register you can also opt to have your buyers sign in or enroll in your loyalty program during checkout:

  1. Tap More > Settings.

  2. elect Loyalty

  3. Toggle on Enable Loyalty sign-up and check-in.

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

Digital Loyalty Pass

Buyers will also be prompted to add a loyalty pass to the digital wallet on their iPhone to make checking in and reward redemption easier for future transactions. Once a buyer taps the notification on their smartphone and verifies their personal information, they can add a digital loyalty pass for your business to their device that reflects your business name and logo as well as the buyer’s name, phone number, point balance, reward status, and start date of their participation in your program.

For future transactions, the buyer can check in and redeem rewards by tapping their smartphone on the customer display or on a contactless card reader during checkout. You can customize the digital Loyalty pass design from the Locations section of your online Square Dashboard, and you can enable the digital loyalty pass feature from the Settings tab within the Loyalty section of your online Square Dashboard. 

Note: This feature is only available for Apple Wallet on iOS devices a this time.

Apply a Reward to a Current Sale

You can redeem rewards from the Square app by searching for your customer’s name, email address, or phone number, or by entering their reward code. Be sure you’re using the most updated version of the Square app to access this feature.

  1. Visit your item library by tapping the Library button on the top of your Checkout screen.

  2. Tap All Items > Rewards.

  3. Tap Redeem Rewards.

  4. Enter your customer’s phone number or name, or enter their email address to search for available rewards. Note: If your customer would like to redeem a coupon but does not have the coupon code, you can search for it using their name, email, or phone number.

  5. Select rewards to apply them to your customer’s cart. Multiple rewards of different types can be applied at the same time. For example, you can apply a reward for a percentage, and additionally a reward for a dollar amount on a single sale. If only one reward is available, that reward will automatically be applied. A single reward cannot be applied to more than one sale, even if the full reward is not redeemed.

Note: A punch card needs to be completed in order for the reward to be searchable in the Square app. If rewards are unavailable, No Matches Found will appear.

You can also view or remove rewards applied to a sale from the app’s payment screen. To do so, tap Discounts from your current sale to show the applied rewards and/or to remove them from the sale.

Manually Adjust a Customer’s Loyalty Status

To edit a customer’s star count, locate their customer profile from your online Square Dashboard or the Square Point of Sale app and assign them the correct number of stars.

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

  2. Tap Edit next to their Loyalty status and adjust stars using the + / - signs.

  3. Select Save.

Customize your Sign in Screen

You can turn off the Loyalty screen for non-qualifying transactions, customize the Loyalty screen for non-qualifying transactions, customize the display time of the sign-in screen, turn off the Loyalty sign-in screen completely, and turn off the reward redemption from the checkout screen (available on iOS only).

To do so on Square Point of Sale:

  1. Log in to your Square app > select More > Settings > Loyalty.

  2. Select the setting you would like to adjust for your Loyalty Program.

To do so on Square Register:

  1. Tap More > Settings.

  2. Select Loyalty

  3. Toggle on Enable Loyalty sign-up and check-in.