1. Click the User Icon in the upper right to access the drop down menu

2. Select Account Settings

3. From the options on the left, select Loyalty & Deals

1. Click Edit Default to change your default Earning Rule for how your customers can earn spots.

2. Input a new default earning rule for customers to earn Spots per dollar amount they spend in the Earning SpotsRule side panel

3. Set the Limit of check-ins

• The Limit is number of times a customer can check-in and earn Spots during a single visit

  • If the Scan Limit is 0, then customers can scan and earn unlimited Spots within that time frame

Dollar Amount and Spots Earned

4. Click Save

1. Click + Add an additional Earning

2. In the new Earning SpotsRule sidebar, input a name for this Additional Earningtype a Description into the empty field

3. Enter a Purchase Amount

3. Input Enter the amount of Spots Earned

4. Select the Start and End Dates, as well as the specific time of day,that this additional earning will be in effect for

• During this time frame the Additional Earning will override the Default Earning

5. Click Save

6. The new earning rule will not be displayed beneath the Default Earning

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1. Click the + Add New Reward button

2. In the New Reward side panel, input the number of Spots required to redeem this reward

3. Input a name for the New Reward

4. Click Save

1. Scroll to the Lapsed Customer Deal section

2. Use the Enabled/Disabled switch to toggle this option on/off

1. Click Edit in the Lapsed Customer Deals section

4, The Lapsed Customer Deal pop-out menu will appear from the right

5. Enter a number into field and select the desired frequency from the drop-down menu to Day(s), Week(s) or Month(s) since a customer’s last visit that they would be considered lapsed (Must

3 6. Input the Reward Name and expiry date 4

7. Select the Expiration using the drop-down menu to choose between 30 days, 60 days, or Custom

8. If a Custom expiration is selected, input needed number and use the drop-down menu on to select Day(s), Week(s), or Month(s)

7. Select how often you wish to send this offer to the same lapsed customer

5. Preview the deal, then click Save

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by inputting a number and using the Frequency drop-down to select Day(s), Week(s), or Month(s)

8. A preview of the deal will appear

9. Click Save

1. Use the Enabled/Disabled switch to toggle this option on/off

1 2. Click Edit 

2. Apply a Name to this deal, and set the expiry The New Customer Deal pop-out menu will appear on the right

3. Enter a Reward Name for the deal into the field

3. Set the Frequency

4. . Preview the deal, then click Save

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Save

3. Select the desired Expiration using the drop-down and chose between 30 Days, 60 Days, or Custom

4. If Custom is selected, enter the number and use the drop-down to choose between Day(s), Week(s), Month(s), or Year(s)

5. A preview of the new customer deal will appear

6. Click Save

1. Use the Enabled/Disabled switch to toggle this option on/off

1 2. Click Edit 

2. Provide the The Birthday Deal Reward Name, and preview the offer 3 pop-out menu will appear on the right

3. Enter Reward Name for birthday deal

4. A preview of the birthday offer will appear

5. Click Save