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Loyalty & Memberships

Give good customers a reason to return.

Points, tiers and rewards your customers can actually see, earned automatically at checkout and redeemed in one tap, with expiry and refunds handled correctly.

Fern & Fig CoffeeGold member
840 ptsClaire Donovan · member since 2024
  • Oct 12Oat latte + scone+12
  • Oct 9Free drink redeemed−100
  • Oct 2Bag of house blend+18
A regular's latte at the café counter

Why it matters

Regulars can’t value rewards they can’t see.

Paper punch cards get lost, and points that live only in the register are invisible to customers. Staff can’t answer “how close am I?” and good customers stop caring.

A visible membership shows points, tier and the next reward at every visit, so returning feels rewarded rather than routine.

How loyalty & memberships work

A clearer way to work.

Select a step to see what the customer and your team see.

Step 1 of 5

Enroll with consent

Customers join at checkout or online and agree to the program terms.

On screen

Enrolled · Claire Donovan · terms accepted Mar 4, 2024

Interface and key controls

See the details that keep work moving.

Pick a member, add a purchase, redeem a reward or refund a sale. Points, tier and the ledger update together.

Claire DonovanBoise, ID

Member Tier

Gold

Earned Points

840 pts

Reward

Free drink available

Expiry

120 pts on Dec 31, 2026

Redemption ledger
Oct 12Oat latte + scone+12
Oct 9Free drink redeemed−100
Oct 2Bag of house blend+18

Business scenarios and exceptions

Designed for real-world exceptions.

Points that expire, purchases that get refunded and members who opt out of messages each have a clear, visible state.

Earned or redeemedPoints post when the sale completes and appear on the member’s card and ledger right away.
Expiring soonPoints due to expire are shown with the date, so members and staff see them before they’re gone.
Reversed or opted outA refund removes the points it earned. Members who opt out of texts still earn points but get no loyalty messages.

Business scenario

A practical day in the business.

Fern & Fig Coffee in Boise, ID replaced paper punch cards with a membership program. Owner Emma Lawson set 1 point per $1 and a free drink at 100 points.

  • 7:40 AM — Claire Donovan buys an oat latte and scone; 12 points post to her Gold membership.
  • 7:41 AM — The barista sees she has 840 points and offers a free drink. Claire saves it for later.
  • 11:15 AM — A wrong order is refunded; the 6 points it earned are reversed automatically.
  • Month end — Emma reviews redemptions and points expiring on Dec 31, 2026.
Barista serving a coffee to a regular

FAQs

Loyalty & memberships questions.

Related: Segmentation · Customer 360

How do points and rewards stay accurate?

Points are posted from completed sales and reversed when a sale is refunded. Every change is recorded in the member’s ledger.

Can I set tiers and expiry rules?

Yes. You choose tier thresholds, what members earn per dollar, which rewards are available and when points expire.

Do members need to give consent?

Members agree to the program terms when they enroll. Loyalty texts and emails are sent only to members who opted in.

Who should use loyalty and memberships?

Cafés, retailers, salons and wellness studios with customers who visit again and again.

What happens if a reward is redeemed by mistake?

Staff with permission can reverse the redemption. Both the redemption and the reversal stay in the ledger.

Reward the customers who keep coming back.

Start a 14-day free trial or book a demo to launch your loyalty program.