Before you start
- You must have access to the Customers module.
- Decide your earn rate (for example, one point per currency unit spent) and the rewards you want to offer.
Set up the loyalty program
Enroll customers
Customers can be added to the program in two ways:- At POS: During a sale, look up the customer record and add them to the loyalty program before completing the transaction. Their points will accrue automatically.
- Online: If your storefront supports loyalty signup, customers can enroll themselves during checkout or through their account profile.
Apply rewards at checkout
Exact button labels and reward types depend on your Zentrix Cloud plan and storefront configuration. Check the in-app checkout flow for the current options.
Related topics
Customers Overview
Learn how profiles, order history, and contact details work across channels.