Loyalty Programme & Referral QR

What the members list shows

Each row is a loyalty member, with the facts that tell you whether the programme is working:

• Customer and their contact details — a member with No phone number is hard to reach with an offer
• Balance — points available to spend now, which is an outstanding obligation to that customer
• Lifetime Earned — total points ever earned, the better measure of how valuable a customer is
• Last Earned and Last Activity — when you last saw them

Active Today gives you the day's engagement at a glance.

Common Tasks

How to Review Loyalty Members (loyalty report, who are my best customers, points balances)

See who is in the programme and how engaged they are.

1. Go to Restaurant Setup → Loyalty in the left sidebar
2. Review the member list — Customer, Balance, Lifetime Earned, Last Activity
3. Sort by Lifetime Earned to find your most valuable customers
4. Sort by Last Activity to find members who have stopped coming
5. Use the search box to find a specific member

Result: You can see who is worth keeping and who has lapsed, with the points position for each.

Note: Sort by Lifetime Earned, not Balance. A high balance means they have not redeemed; high lifetime earnings means they actually spend.

How to Look Up a Customer's Points (check points, customer balance, points history)

Answer a customer asking how many points they have.

1. Go to Restaurant Setup → Loyalty
2. Search for the customer by name or phone number
3. Read their Balance for what they can spend now
4. Open the member to see their transaction history

Result: You can tell the customer their balance and explain how it was earned.

Note: If a customer insists they earned points that are not showing, the usual cause is that the sale was not linked to their customer record at the till.

How to Set Up a Referral QR Code (referral program, refer a friend, referral QR, invite code)

Give existing customers something to share, with a reward on both sides.

Required permission: Restaurant or marketing settings (manager level)

1. Go to Restaurant Setup → Loyalty and open the referral section
2. Configure the reward for the referrer and for the new customer
3. Generate the referral QR code
4. Export it — an SVG exports at any size without going blurry, which matters for print
5. Put it where customers will see it: table talkers, receipts, the shopfront

Result: Scanning the code takes a new customer into the consumer app with the referral attached, so both parties receive their reward when it completes.

Note: Export as SVG for anything printed. A screenshot of a QR code enlarged for a poster is a common and avoidable reason for codes that will not scan.

How to Set a Different Referral Reward for One Outlet (referral override, per outlet reward, different reward)

Vary the reward where one outlet's economics differ from the rest.

Required permission: Restaurant or marketing settings (manager level)

1. Go to Restaurant Setup → Loyalty in the business unit you want to change
2. Open the referral configuration
3. Set the override for this outlet
4. Save

Result: That outlet uses its own reward while the others keep the default.

Note: Loyalty is configured per business unit, so check which unit you are in before changing anything.

How customers earn and redeem

Points are earned when a sale is linked to a customer record — at the till by looking the customer up, or automatically when they order through the consumer app while signed in. Redemption happens at the point of sale against their available Balance.

Points are a liability

Outstanding points are a promise of future value. A large and growing total Balance across your members means a growing obligation — worth watching alongside the marketing benefit, particularly if points do not expire.