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Reward customers with loyalty points

Give customers points or visit stamps and let them claim rewards.

Where to find it: Loyalty → Points & rewards For everyone 5 min

The steps at a glance

1Open Loyalty2Points & rewards3Add a reward4Log a visit
Step 1 of 4
  1. In the menu on the left, tap Loyalty. On a phone, tap the ☰ menu button at the top first.

    companyflowhq.com/loyaltyCompanyFlowHQDealsSignPaymentsLoyaltyReviewsForms & surv…Landing pagesLoyaltySearch ⌘KMenuDealsSignPaymentsLoyaltyReviewsForms & surveysLanding pages
  2. Tap Points & rewards, then Settings. Turn on Loyalty is on and set Points per £1. Tap Save settings.

    companyflowhq.com/loyaltyCompanyFlowHQDealsSignPaymentsLoyaltyReviewsForms & surv…Landing pagesLoyaltySearch ⌘KDiscount codesGift vouchersPoints & rewardsMembershipsLoyalty is onPoints per £11LoyaltyDiscount…Gift vo…Points &…Member…Loyalty is onPoints per £11
  3. Tap New reward. Name it (e.g. 10th visit free), set Costs and what They get, then Save reward.

    companyflowhq.com/loyaltyCompanyFlowHQDealsSignPaymentsLoyaltyReviewsForms & surv…Landing pagesLoyaltySearch ⌘KName10th visit freeCosts10 Visit stampsSave rewardLoyaltyName10th visit freeCosts10 Visit stampsSave reward
  4. On a customer's profile, open Loyalty and tap Log visit.

    companyflowhq.com/leadsCompanyFlowHQCommand Cent…LeadsInboxCallsHelp deskMailUploadsLeadsSearch ⌘KLoyaltyPoints · Visit stampsLog visitLeadsLoyaltyPoints · Visit stampsLog visit

✅ How do I know it worked?

  • Customers see Your rewards in their client portal and can tap Claim.

⚠️ Common mistakes

Problem“Loyalty is switched off.”FixSwitch it on in Points & rewards → Settings.

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