TABLE OF CONTENTS


The loyalty rewards system will need to be enabled on your company by an EZ Software administrator. Once activated a new loyalty program page will be listed inside the rewards & payment section. Existing reward systems can be imported by providing a google/excel sheet of the customers phone number, current points balance, and first and last name



Step 1: Loyalty Program Settings

  1. Loyalty program settings will be the initial setup of the loyalty points rewards system
  2. Every dollar amount a customer spends will equal points earned. The points earned will unlock redeemable discount rewards tied to the loyalty members account
  3. Common loyalty rewards system is for every $1 dollar the customer spends will equal 1 loyalty point accrued for the customer


Back to top


Step 2: Loyalty Reward Discounts

  1. Configuring the different reward discounts that become available once a specific rewards threshold is reached
  2. You can have multiple tiered point systems tied to different reward discount types. Each reward discount becomes unlocked once the customer reaches that specific points balance threshold
  3. Select the blue create loyalty reward tab. The create new loyalty reward window will be shown
  4. Enter the rewards discount name and the points required that will activate the discount
  5. Select the reward type dropdown and choose either a ticket or item discount setup. Item discounts will have an additional option to search for the specific items the discount can be applied to. You can have multiple items tied to the discount reward
  6. For the amount type select between a flat dollar or percentage amount discount. Input the reward discount amount in whole numbers. Press the blue create loyalty reward tab. The new loyalty reward discount will be created
  7. You will be able to edit or remove the reward discount anytime using the blue edit pencil or red trash can icons

Item Reward Discount


Back to top



Ticket Reward Discount


Back to top


Step 3: Loyalty Customer Activity

  1. Customer loyalty activity will allow you to view details of each loyalty members points and reward balances
  2. You can search by the loyalty number or customer name. Enter the first three digits of the loyalty phone number and the customer list will begin auto populating the results
  3. Pending rewards will be listed with a yellow star icon
  4. Select the blue lookup icon and the detailed customer account activity will be shown. Dates when points were earned, rewards redeemed, and the current points balance will be listed


Back to top

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.


Visit our help center Help Center for more guides and tutorials