Loyalty Program FAQ
Do Loyalty Coins Expire?
For both automated and manual Loyalty Program users, we offer an “End of Year” loyalty coin expiration. Choosing this option will add an expiration date of the last day of the year to all Loyalty Transactions, including Invoices, Rewards, and ...
How will I be notified when a client submits a Loyalty Coin Redemption request?
In your Email Notification settings, you have the option to receive an email alert each time a client submits a request. These settings are automatically set so that you will receive email notifications to the email on file, however you can edit ...
How do returns work with coins?
If your automated loyalty program is set so that coins are rewarded from aggregated invoices (multiple invoices can be combined for coins). So if a client comes in and purchases 2 bags of dog food for $50 each and pays off the invoice, they will ...
Where can I find the individual client’s Loyalty Program account activity?
On the Client Details Page, under the "Loyalty Program Account Activity" section, you can view the previous transaction history. This includes both the accruing and the deducting of coins. This program is automatic in that any time a client spends ...
Where can I find the client’s coin balances?
Individual client coin balances can be seen from the Client Details Page in addition to on the Retention Calendar in the far right column labeled “Coins” as seen below.