Creating your rewards program

Overview

Your rewards program is what gives customers a reason to save your pass and keep coming back. This step is where you decide how points are earned, what rewards are available, and any conditions that apply.

You will set this up immediately after completing your pass. Once done, your program configuration is saved and customers can start earning from their first visit.

Customers need a reason to save your pass. Setting up at least one redeemable reward before you go live makes a real difference in how many people opt in.

Step 1: Choose a template or start from scratch

At the top of the screen you will see a row of templates tailored to your business type — for example Style Rewards, Boutique Points, or Boutique Rewards Tiers. Selecting a template pre-fills some of the configuration below to give you a head start. You can customize everything after.

If you prefer to build from scratch, select Start from scratch.

Step 2: Select your program type

Choose how customers earn points:

Visit count Customers earn points each time they make a purchase, regardless of how much they spend. Best for businesses where customers visit frequently and transactions are fairly consistent in size.

Purchase amount Customers earn points based on how much they spend. Best for businesses with a wider range of transaction sizes where you want bigger spenders to earn more.

Once you select a program type, enter the number of visits or the spend amount required to earn points, and how many points are awarded.

Step 3: Add redeemable rewards

This is what customers work toward. You can add one or more rewards that customers unlock once they reach a certain point threshold.

For each reward, fill in:

• Discount type — Amount off or percentage off

• Value of reward — The dollar or percentage value of the discount

• Points required — How many points a customer needs to redeem this reward

• Max discount — The maximum dollar value that can be discounted

• Name — What the customer sees, for example $5 off or Free coffee

• Description — Optional. Any extra detail about the reward

You can add multiple rewards at different point thresholds to give customers something to work toward at every stage.

Click Add reward to add another tier. For example, 200 points gets $5 off and 500 points gets $15 off.

Step 4: Terms and conditions

This section is optional but recommended if you have any restrictions on how rewards can be used.

• Minimum purchase amount — Set a minimum spend required to redeem a reward

• Terms and conditions — Any restrictions or special conditions customers should know, for example not valid on sale items or one reward per visit

Customers will see these details when signing up to your program.

Step 5: Select locations

If you have multiple locations, choose which ones this rewards program applies to. Your current location is pre-selected by default.

FAQs

Can I change my program type after it is live? Yes, you can edit your program configuration from Your pass, then Rewards in your dashboard at any time.

Can I add more redeemable rewards later? Yes. You can add, edit, or remove rewards anytime from your dashboard without affecting customers who are already enrolled.

What is the difference between visit count and purchase amount? Visit count gives every customer the same points per transaction regardless of spend. Purchase amount rewards bigger spenders with more points. If your average transaction size varies a lot, purchase amount tends to feel fairer to customers.

Do I need terms and conditions? No, they are optional. If you have no restrictions on how rewards are used you can leave this blank.

Next steps

Starting your free trial
Setting up Reward Moments
Setting up your scanner