Go to More > Settings > Store Settings > Payments & Discounts > Discounts & Promos to set up how your store rewards and discounts customers.
Loyalty Points
Use Loyalty Point Scheme: Toggle on to let customers earn points on spending, which can be converted to store credit.
Redemption Percentage (%): Enter the rate points convert at, for example 3% means $3 credit for every $100 spent.
Minimum Number of Points Required Before Converting to Credit: Enter the threshold customers must reach before converting points to credit.
Apply to Orders From: Select the date this scheme starts applying.
Note: Avoid changing this date once set. Changing it after points have already been earned or redeemed can throw off customer balances and may leave some customers with a negative points balance.
Referral Codes
Use Referral Codes: Toggle on to give each customer a unique code they can share with friends and family.
Credit to Give to Existing Customer ($): Enter the credit the referring customer receives.
Credit to Give to New Customer ($): Enter the credit the new customer receives.
Apply to Orders From: Select the date referral codes start applying.
Promo Codes
Select Add Promo Code to create a new code. You'll set:
Promo Code and Promo Type (for example, a percentage discount for one order)
Discount % and Maximum Uses
Show in POS: Whether staff can apply the code manually in-store.
Promo Expires: Set an expiry date, if needed.
When Promo Code Can Be Used: On Account Create, In-Store Orders, Pickup & Delivery, and/or Lockers.
Assign Customer To Business: Optionally tie the code to a specific business account.
Product Discount Rules
Select Add Product Discount Rule to discount specific products or sections. You'll set:
Campaign name, Discount amount, and Discount Type (for example, $ per item quantity)
Min Quantity and Minimum Quantity Behavior: Controls whether the discount applies to all items in the basket once the minimum is met, or only to items above the minimum.
Scope: Exclude Business Accounts, Exclude Pickup & Delivery Orders, or Allow Order Level Discount.
Date Range and Time Range (All Day or custom), plus an optional Day Deal to limit the discount to specific days.
Products and Stores the rule applies to.
Note: Avoid applying more than one Product Discount Rule to the same product at the same time, as this can cause conflicts. If a customer already has a discount on their account through the CRM, adding a Product Discount Rule on the same product can override it unexpectedly. It's best to avoid stacking the two.