Casa Loyalty lets you exclude specific customers from your entire loyalty program using customer tags. This is different from excluding products from earning points — this feature excludes the customer from everything in the program.
What Customer Exclusion Does
Customers with an excluded tag are completely blocked from:
Earning points
Redeeming rewards
Joining VIP tiers
Using the referral program
Seeing or interacting with the loyalty widget, landing page, and all extensions
Where to Find This Setting
Open the Casa Loyalty app in your Shopify Admin.
In the left-hand menu, click Settings.
Select Platform.
Scroll down to the Excluded Customer Tags section.
How to Set It Up
In the Excluded Customer Tags field, type the customer tag you want to exclude (e.g., wholesale, staff, no-loyalty).
Click Add or press Enter.
Repeat for any additional tags.
Click Save.
✅ Note: Tag matching is case-insensitive, so "Wholesale", "wholesale", and "WHOLESALE" all work the same way.
How to Tag Customers in Shopify
Go to your Shopify Admin → Customers.
Open the customer you want to exclude.
In the right-hand sidebar, find the Tags field.
Add your chosen tag (e.g., wholesale).
Click Save.
Once the tag is applied, Casa Loyalty will automatically exclude that customer from all loyalty features.
Common Use Cases
Wholesale customers — exclude B2B accounts from your retail loyalty program.
Staff accounts — prevent your own team members from earning rewards.
Fraud prevention — quickly block a suspicious customer from the program without deleting their account.
🔗 Looking to exclude specific products from earning points instead? See: How to Exclude Products from Earning Points Using Product Tags