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Setting Up POS with CASA Loyalty: Complete Guide

Complete guide to setting up Casa Loyalty POS — enabling the POS extension in Shopify, switching Casa to in-store earning, and adding POS redemption methods. Includes a full video walkthrough.

Written by Sam

Video Walkthrough

If you'd rather follow along visually, this recording walks through the complete POS setup from start to finish:

▶ Watch: Casa Loyalty POS Complete Setup

The written steps below cover the same ground, so use whichever suits you.

Follow these simple steps to enable POS rewards for your customers:

Step 1: Enable POS in Shopify Admin

  1. In Shopify Admin, search for Sales channels

  2. Select Point of Sale

  3. Click Settings in the left menu

  4. Click POS apps

  5. Locate Loyalty POS Extension

  6. Find the smart grid tile and click Add

  7. You'll see a confirmation that it has been added

Step 2: Enable POS in Casa Loyalty

  1. Open the Casa Loyalty app

  2. Click Settings in the left menu

  3. Go to the Platform tab

  4. Click the blue Edit button

  5. Select Online and in-store (POS) so customers can earn and redeem points both online and in your physical store

Note that this setting is a single global choice for your whole program, not a per-reward one.

Step 3: Set Up POS Redemption Methods

With POS enabled, you can now set up how customers redeem points in store. POS rewards live in their own section under Program → Points → Add ways to redeem, separate from your Online Rewards. Until you add one, that section reads "No POS rewards added yet."

Casa Loyalty offers two POS redemption types:

1. POS Amount Discount — customers redeem points for a fixed amount off, for example 100 points = $5 off.

Learn how to set up POS Amount Discount

2. POS Percentage Discount — customers redeem points for a percentage off, for example 100 points = 10% off.

Learn how to set up POS Percentage Discount

Things Worth Knowing

  • POS rewards are separate from online rewards. Adding a reward to your Online Rewards list does not make it available in store, and the reverse is also true. Each list is configured on its own.

  • Earning rules are global. Your ways to earn and any excluded product or customer tags apply across both online and in-store purchases, so they cannot be set differently for POS.

  • Both POS redemption types are live today. Unlike online checkout redemption, which currently needs Shopify Plus, in-store redemption works on any Shopify plan once the POS extension is added.

  • Add the smart grid tile. Step 1 is the one most often missed. Without the tile on the POS smart grid, your staff have no way to open the loyalty extension at the till.

That's it — your POS system is now ready to handle Casa Loyalty rewards, and customers can earn and redeem points on their in-store purchases.

Need help? Contact our support team at support@casaapps.com.

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