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Points & Rewards setup: point value, sharing points across locations, and earning per visit, per spend or by tier

How to set what each point is worth, share one balance across locations, and choose whether customers earn points per visit, per dollar spent or through reward tiers, in Community › Settings › Points › Setup.

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Written by Kelly Shirey

The Setup step of Points & Rewards controls what a point is worth and how customers earn them. Go to Community › Settings, click the Points tab, and the Setup step opens first. Turning the program on and off is covered in Turning Points & Rewards on or off and choosing which actions earn points.

Points & Rewards Setup step with Point Value, Share Across Locations and How Customers Earn

How do I set what a point is worth?

  1. Under Point Value, type a dollar amount in Each point is worth ($).

  2. Check the line underneath, which shows the conversion. For example, 0.01 means 100 pts = $1.00.

  3. Click Save.

How do I share points across locations?

Turn on Share Across Locations if you have more than one location and want customers to keep one balance. When it's on, the same phone number or email shares points at every location. When it's off, each location keeps its own balance. Click Save after changing it.

How do customers earn points?

Under How Customers Earn, choose one of three methods:

  • Per Visit: customers earn a fixed number of points each time. Enter the amount in Points per action. The line underneath shows what that's worth, for example 10 pts = $0.10.

Per Visit selected with Points per action
  • Per Spend: customers earn points for every dollar they spend. Enter the amount in Points per $1 spent. For example, 1 means $100 = 100 pts.

Per Spend selected with Points per $1 spent
  • Tier Rewards: customers unlock rewards as their points reach set levels. See Adding and editing reward tiers in Points & Rewards.

Which activities count (POS checkout, online purchase, bookings and so on) is set on the next step, Earning. Click Save to keep your changes, or Next to move on without saving yet.

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