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Documentation · Core

Turn repeat guests into a tier, not a punch card.

A behaviour-triggered loyalty program with a tap-to-scan wallet pass, no app download required.

A returning guest recognised at the counter, their history shown on the terminal.
Loyalty Engine setup guide
Estimated setup time: 15–20 min
Before you start
  • POS set up (loyalty attaches to real transactions)
  • Your tier structure in mind (e.g. Regular, Gold, Black) and what unlocks each
  • A short reward list — discounts, free items, or perks
Setup steps
  1. 1

    Define your tiers

    Under Loyalty → Tiers, set visit or spend thresholds for each tier and what it unlocks.

  2. 2

    Create rewards

    Add rewards under Loyalty → Rewards — percentage discounts, free items, or early access to bookings.

  3. 3

    Turn on the wallet pass

    Enable Apple/Google Wallet passes under Loyalty → Wallet so guests can add their card with one tap, no app needed.

  4. 4

    Set enrolment points

    Choose where guests can join: at the POS, on the booking page, or via a QR code on the table.

  5. 5

    Connect marketing triggers (optional)

    If you're using Marketing Automation, wire tier changes and lapsed-guest events to automatic offers under Marketing → Triggers.

  6. 6

    Test the full loop

    Enrol a test guest, run a sale against their profile, and confirm the visit count, tier and wallet pass all update.

Tips
  • Keep the entry tier easy to reach — the wallet pass itself is often what drives the second visit.
  • Behaviour-triggered rewards (e.g. "3rd visit this month") consistently outperform generic percentage-off blasts.
  • Loyalty data is what powers VIP recognition on Reservations and personalised offers on Marketing — set it up before those.
Troubleshooting
  • A regular guest isn't being recognised at the till.
    Confirm they're enrolled with the same phone number or card used at the POS — matching is based on that.
  • Wallet pass isn't updating after a visit.
    Wallet passes refresh on a short delay after each transaction; if it's been more than a few minutes, check the guest's enrolment status under Loyalty → Members.
Still stuck on loyalty engine setup?
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