Loyalty Setup and Redemption Discounts

How to Set Up Loyalty and Redemption Discounts
This article explains how to turn on loyalty points, create a redemption discount, apply that discount during a sale, and review loyalty point changes after a redemption or refund.
Turn On Loyalty Points
Step 1	From the main menu, click Edit Account.
Step 2	Click the Loyalty Information tab.
Step 3	Click Edit.
Step 4	Set Auto add reward points to True.
Step 5	In the Rewards points to dollars spent field, enter how much each point is worth. For example, entering 1 means 1 point is worth $1.00 spent.
Step 6	Click Update Store Account.
Create a Redemption Discount
Step 1	Go to the Products page.
Step 2	Decide how many points a customer must earn before they can redeem points, and decide how much the redemption discount will be worth.
Step 3	Click Manage Discounts.
Step 4	Click Create New Discount.
Step 5	Enter a name for the discount.
Step 6	In the Discount Type dropdown, select the Redemption style.
Step 7	For Discount Amount, choose whether the discount will be a dollar amount or a percent amount, then enter the discount value.
Step 8	In the Redemption Points Cost field, enter how many points the customer must have before they can use the redemption discount.
Example	If the redemption points cost is set to 100 and the discount amount is set to $10.00, the customer must earn 100 points before they can redeem those points for $10.00 off.
Step 9	Click Save.
Apply a Redemption Discount During a Sale
Step 1	Go to the Sales tab.
Step 2	Find a customer who has enough loyalty points to use the redemption discount.
Step 3	Click the Details link next to the customer name.
Step 4	Click the Loyalty Program tab to confirm the customer has enough points.
Step 5	Click New Order next to the customer name, then select the applicable menu option to begin the order.
Step 6	Add items to the order. The redemption discount will only appear when the order total is high enough to cover the redemption amount. For example, a $10.00 redemption discount will not appear if the order total is less than $10.00.
Step 7	Once the order total is high enough, click Whole Order Discount.
Step 8	Select the redemption discount, then click Update. The discount amount will be removed from the order total.
Step 9	Close the sale as usual.
Review Loyalty Points After a Redemption
Step 1	After the sale is closed, return to the customer's Details page.
Step 2	Click the Loyalty Program tab.
Step 3	Confirm that the customer's loyalty points were reduced by the redemption points cost. The loyalty history will also show a note with the order number where the redemption was used.
Review Loyalty Points After a Refund
Step 1	If an item needs to be refunded, locate the item on the order and click Refund next to that item.
Step 2	Complete the refund. The refunded amount reduces the customer's loyalty point total based on the reward point setup. For example, refunding a $5.00 item removes 5 points when 1 point equals $1.00 spent.
Step 3	Return to the customer's Details page and click the Loyalty Program tab.
Step 4	Confirm that the customer's points were reduced by the refunded amount. The loyalty history will also show a note with the order number tied to the refund.
Loyalty and redemption discounts are now set up. Customers can earn points automatically, redeem eligible discounts during checkout, and have their loyalty history updated after redemptions and refunds.