The Platform page (Casa Loyalty → Settings → Platform) controls the core mechanics of your programme: when points are issued, when they are cancelled, which orders and customers qualify, and how points expire. This guide covers every setting on the page in the order you'll find them.
How to Access
Open the Casa Loyalty app from your Shopify admin.
Click Settings in the left-hand menu.
Click Platform.
A summary card at the top of the page shows your current configuration at a glance. Remember to click Save once you've made changes.
Order Settings
Reward customers when the financial status is one of
Paid — default, always enabled. Points are awarded once the order is fully paid.
Pending — award points even while payment is still pending.
Partially Paid — award points on partially paid orders.
Rewards are automatically cancelled when an order's financial status becomes Refunded, Partially Refunded or Cancelled.
Only add customers with at least one order
When enabled, customers join the loyalty programme only once they have an order count of 1 or more. Customers with zero orders are skipped until they place one.
Ignore draft orders
When enabled, orders created from a draft order are excluded from earning points. The order is still recorded in the app, but no points are awarded.
Useful if you raise draft orders for wholesale, trade or manual invoicing and don't want those earning loyalty points.
Reward only after fulfillment
When enabled, an order earns points only once it is fully fulfilled. The order is still recorded in the app, and points are awarded automatically once it ships. Partially fulfilled orders do not qualify.
A good way to avoid issuing points on orders that may be cancelled before they leave your warehouse.
Online Purchases — Exclude Reward Points for Specific Payment Gateways
Block points from being awarded when a customer pays through particular gateways. Enable Exclude reward points for specific payment gateways and select the ones you want excluded. The list reflects the gateways active on your store, for example:
Shopify Payments
PayPal
Afterpay
Zip
Bogus (testing)
Handy when a particular payment route carries thin margins, or when a channel or partner settles through its own gateway and you don't want those orders earning points.
Test Mode
Test mode lets you run the programme end to end without rewarding real customers. The page shows whether it is on and the date it was switched on.
How it works
Keep your earning and redemption rules switched on, so you can place a genuine test order and watch points, rewards and VIP tiers behave normally.
Add one or more test account emails. Only those addresses earn anything, and matching is not case-sensitive.
Every other customer is skipped while test mode is on.
Two things to know before you switch it on
Orders placed by other customers during test mode never earn those points, even after you turn test mode off. They start earning again on their next order.
The widget and loyalty surfaces only appear to your test accounts. If you view the storefront signed in as anyone else, the widget may flash up briefly and then disappear. That is test mode working as intended, not a fault.
Turn test mode off when you are ready to go live.
Customer Tag Exclusion
Exclude specific customers from the programme entirely using Shopify customer tags. Enable Exclude customers with specific tags and list the tags. Any customer carrying a matching tag will not earn or redeem points, or use other loyalty features.
Excluded Product Tags
Stop specific products contributing to point earnings by tagging them in Shopify. Enable Exclude reward points for products with any of these tags and list the tags.
This works at line-item level, so a customer buying an excluded product alongside an eligible one still earns on the eligible part of the order.
Reward Customers for Shopping
Choose where points can be earned:
Online and in-store (POS)
Online only (default)
In-store only
This is a single global choice covering your whole programme. It distinguishes online from POS, and does not separate individual Shopify sales channels.
Minimum Redeem Delay in Days
Set how many days must pass after earning points before a customer can redeem them. 0 means no delay. Useful for covering your return window so points aren't spent on an order that later comes back.
Enable POS QR Code
Shows each customer a personal QR code so your staff can identify them at the register with a single scan. The code appears on the storefront widget, the loyalty landing page and the customer account pages.
This is on by default. Turning it off hides the code everywhere and disables scanning at POS. See POS QR Code.
Reward Customers for the Following Parts of an Order
Define which part of the order total feeds the points calculation:
Subtotal — default, always included.
Exclude coupon discounts are used — when checked, points are calculated on the post-discount subtotal rather than the original price. Note that Shopify store credit counts as a payment method rather than a coupon, so this setting does not catch store credit usage.
Include taxes
Include shipping
Allow Reward Redemption Only If the Minimum Spend Is Met
Enable the minimum spend requirement to make customers reach a spend threshold on their order before they can redeem any reward.
Points Expiration
By default, points never expire. To change that, enable points expiration and choose a strategy: expire points from each customer's joining date, or run a fixed-date reset for everyone at once.
Points expiry can also be reached from the Points tab via Manage points expiration.
Reward Expiry Reminder
Enable the reward expiry reminder email to send customers one reminder before their rewards — discount codes and gift cards — expire. The email itself is customised under Customer emails.
This covers rewards a customer has already redeemed, and is separate from points expiry above.
Saving
Click Save at the top of the page to apply your changes.