Loyalty in SallyPOS is a feature that helps you reward repeat customers and encourage them to return. It links a customer’s purchases to their profile, allowing you to track points, visits, or rewards they earn and redeem benefits when they pay. This helps build customer loyalty, gives you better insight into repeat customer spending, and makes it easier to manage a rewards programme.

Main Navigation & Mode Selection

• POINTS / PUNCH CARDS Tabs: Switches between managing a points-based loyalty program and a digital stamp/punch card program.

General Section

• Enable Loyalty Program: Toggle switch to activate or deactivate the points program for the current location.

Point Rates Section

• Points per R1 spent: Defines how many loyalty points a customer earns for every R1 spent on a check.
• R per 1 point redeemed: Defines the monetary Rand value assigned to each point when redeemed toward a bill.

Limits Section

• Min spend to earn points: Minimum total transaction amount required before a customer starts earning points on a check.

Expiry & Reset Section

• Point expiry (days): Sets the duration (in days) before unused points expire (left blank for points to never expire).
• Tier reset period: Sets the frequency/timeframe for evaluating and resetting customer loyalty tier statuses.

Signup Form Section

• Configure Signup Form: Opens the setup tool to customize the web-based self-registration form for new customer signups.

  

  • Form enabled: Toggle switch to turn the web-based customer registration form on or off.
  • Form title: Input field to customize the main heading displayed on the customer signup page.
  • Description: Text field to provide subtext, terms, or instructions on the signup form.
  • Always Included Fields: First Name and Last Name are built-in and automatically included on all forms.
  • Standard Fields (Email / Phone / Birthday): Checkboxes to enable or disable standard fields, each with a toggle to mark them as required or optional.
  • Custom Fields: Allows creating custom input fields by setting a Label, selecting a Type (e.g., Text), toggling Required, or deleting the field.
  • + Add Field: Button to insert additional custom questions onto the form.
  • Signup Link & QR Code: Displays the public web URL for customer registration, complete with quick-action buttons to generate a QR code or copy the link to the clipboard.