Getting started
Your first week with Loyalty
An ordered checklist for launching a loyalty scheme: connect Square, create the scheme, points and rewards, share it, then scan.
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In short: connect Square, create your scheme, set how points are earned, add a reward, then share the link and train your team to scan.
Build the scheme
- Connect Square. Points for spend needs it.
- Create a brand kit. It styles your wallet cards.
- Create the scheme and choose how guests join.
- Set how guests earn points.
- Create at least one reward, and set it up as a free item on Square.
Bring in members
- Moving from another system? Import your members. Send emails to members starts on, so turn it off if you are not ready to launch.
- Share a link or QR code to your join page, such as on tables and receipts.
- Tell guests they can save their card to Apple or Google Wallet.
In the venue
- Show your team how to scan a loyalty card or reward.
- For staff without Loyalty, use Scanner. Every role can.
End of the week
- Read your loyalty reports.
- Fix any missed points with add or correct a guest's points.
Check it worked
Join your scheme on your own phone, pay with Square, and check Interaction History for a Points issued line.
Good to know
- Guests need a reward to spend their points on.
- Cards will not scan? Check the scheme shows Live, not Draft.
- Only Admin, Moderator, General Manager, Bookings Manager and Marketing can see Loyalty.
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