TABLE OF CONTENTS


The loyalty rewards module must be enabled for your company account by an EZ Software administrator. Once activated, a new Loyalty Program management displays under Rewards & Payment in EZ Dine Studio. Existing customer databases can be imported by submitting a Google Sheet or Excel file containing customer phone numbers, current points balances, and first/last names



Step 1: Loyalty Program Settings

Configure core earning rules in EZ Dine Studio to define how customers accrue loyalty points and unlock redeemable rewards
  1. Point Earnings Structure: Configure point accrual rules based on direct order spend. Accumulated points unlock redeemable discount rewards tied directly to the customer's loyalty profile
  2. Standard Accrual Rate: A standard loyalty setup accrues 1 point for every $1.00 spent on qualifying items
  3. Rewards Triggers: Earned points dynamically accumulate on the member's profile upon order finalization and remain available for redemption on future visits


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Step 2: Loyalty Reward Discounts

Configure tiered point thresholds and unlockable reward discounts that become available to customers as they accumulate loyalty points
  1. Threshold Unlocks: You can setup multiple tiered reward levels. Each reward discount automatically becomes available on a customer's profile once their points balance meets or exceeds the required threshold
  2. Rewards Scope: Rewards can be applied at either the item level or across the entire order
  3. Creating a Loyalty Reward: Tap the blue Create Loyalty Reward tab to open the creation window
  4. Enter the Reward Discount Name and the Points Required to activate the reward
  5. Select the Reward Type from the dropdown menu
  6. Item Discount: Applies the reward discount toward specific menu items. Selecting this option opens an item search field where you can assign one or multiple eligible menu items 
  7. Ticket Discount: Applies the reward discount toward the entire order total 
  8. Select the Amount Type: Flat Dollar ($) or Percentage (%)
  9. Input the discount value using whole numbers
  10. Tap the blue Create Loyalty Reward button to save the reward
  11. Editing Rewards: Tap the blue pencil icon next to any configured reward to modify its name, points threshold, scope, or discount amount
  12. Deleting Rewards: Tap the red trash can icon to permanently delete a reward tier from the loyalty program

Item Reward Discount


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Ticket Reward Discount


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Step 3: Loyalty Customer Activity

The Customer Loyalty Activity section allows management to search customer profiles, audit point balances, and review detailed reward redemption history


  1. Search Functionality: Look up loyalty members using their name or registered phone number. Entering the first three digits of a loyalty number will automatically populate a list of matching results
  2. Reward Indicator: A Yellow star icon next to a customer's name indicates that the user currently has pending, unlocked rewards available for redemption
  3. Activity Details Displayed: 
  • Customer signup date
  • Timestamped history of when points were earned
  • Log of previously redeemed rewards
  • Current available points balance
  1. Editing Customer Profiles: From the customer's detailed activity page, tap the Edit Info tab located under the Customer Info section
  2. Update or add profile details, including Name, Email, Birthdate, and Address to fully build out the profile of a loyalty member initially registered via the EZ Dine app


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Step 4: Loyalty Customer Signup

The Loyalty Customer Signup portal provides a self-registration URL or QR code that enables customers to create a loyalty profile online via your website, eliminating the requirement to sign up exclusively at the store level


  1. Generating & Sharing the Signup Link: In EZ Dine Studio, navigate to Loyalty Customer Signup
  2. Click Copy Link to copy the customer registration URL to your clipboard
  3. Embed the link into your business website, email campaigns, or print marketing materials as a QR code
  4. Customer Registration Workflow: The customer accesses the registration portal via phone or browser
  5. The customer fills out the required profile fields
  • Phone number (Primary account identifier)
  • First Name
  • Last Name
  1. The customer taps Joint Rewards at the bottom of the form
  2. Verification: A Customer Signup Confirmation page displays on screen, and EZ Dine Studio automatically sends a confirmation email detailing the loyalty rewards program rules and activating their profile so they can immediately start earning points on qualifying orders


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Step 5: Loyalty Reporting

EZ Dine Studio integrates loyalty accounting into standard financial reports and offers dedicated analytics to track member engagement and overall program performance
  1. System Financial Sales Report: All loyalty reward redemptions populate as Loyalty Discounts. A Loyalty deduction appears as a distinct line item subtracted directly from Gross Sales to ensure accurate net revenue calculations
  2. Navigate to the Rewards Reporting section in EZ Dine Studio to access specialized loyalty report tracking
  3. Loyalty Summary Report: Displays a high-level program performance metrics, including total new member signups, aggregate points earned/redeemed, and total revenue generated through loyalty linked orders
  4. Loyalty Members Report: Tracks individual member profiles and engagement metrics, including join dates, active point balances, last visit timestamps, and cumulative lifetime spend
  5. Loyalty Points Activity Report: Provides a granular, transaction by transaction breakdown of points accrued and redeemed across all accounts, serving as a complete audit log for redeemed member rewards


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Additional Resources and Help!

Still have questions? Please contact us any time at support@ezsoftpos.com.


NOTE: If emailing, please include your business name in the subject line of the email

and provide your preferred contact information for the best response time.


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