[{"data":1,"prerenderedAt":876},["ShallowReactive",2],{"help:\u002Fhelp\u002Fsettings\u002Fconfigure-loyalty":3,"help-all-categories":249,"help-cat-articles:\u002Fhelp\u002Fsettings\u002Fconfigure-loyalty":369,"help-related:\u002Fhelp\u002Fsettings\u002Fconfigure-loyalty":370},{"id":4,"title":5,"audience":6,"body":7,"category":228,"description":229,"draft":230,"extension":231,"icon":232,"keywords":233,"meta":240,"navigation":241,"order":242,"path":243,"related":244,"seo":245,"stem":246,"updatedAt":247,"__hash__":248},"help\u002Fhelp\u002Fsettings\u002Fconfigure-loyalty.md","Configure loyalty points, tiers, and referrals","clinic",{"type":8,"value":9,"toc":213},"minimark",[10,25,31,36,96,100,140,144,147,151,158,162,173,179,183,188,191,195,202,206],[11,12,13,14,18,19,24],"p",{},"The loyalty engine — points, rewards, tiers, and referrals — is configured at ",[15,16,17],"strong",{},"Settings → Storefront & integrations → Add-ons → Loyalty"," (admins only). Enable the add-on, then work through its four tabs. ",[20,21,23],"a",{"href":22},"\u002Fhelp\u002Fgrowth\u002Floyalty-and-referrals","Loyalty and referrals"," covers running it day to day.",[26,27,28],"note",{},[11,29,30],{},"Loyalty is an add-on: if your plan bills it as paid, configuration stays locked until billing is active.",[32,33,35],"h2",{"id":34},"what-do-the-four-loyalty-tabs-configure","What do the four loyalty tabs configure?",[37,38,39,52],"table",{},[40,41,42],"thead",{},[43,44,45,49],"tr",{},[46,47,48],"th",{},"Tab",[46,50,51],{},"What it defines",[53,54,55,66,76,86],"tbody",{},[43,56,57,63],{},[58,59,60],"td",{},[15,61,62],{},"Points",[58,64,65],{},"How points are earned and what they're worth",[43,67,68,73],{},[58,69,70],{},[15,71,72],{},"Rewards",[58,74,75],{},"What points buy",[43,77,78,83],{},[58,79,80],{},[15,81,82],{},"Tiers",[58,84,85],{},"The status ladder and its earn multipliers",[43,87,88,93],{},[58,89,90],{},[15,91,92],{},"Referrals",[58,94,95],{},"Refer-a-friend rewards for both sides",[32,97,99],{"id":98},"points-the-currency","Points — the currency",[101,102,103,110,116,122,128,134],"ul",{},[104,105,106,109],"li",{},[15,107,108],{},"Earning rules"," — how actions convert to points (e.g. points per amount spent), each with an optional minimum qualifying amount and a cap per period.",[104,111,112,115],{},[15,113,114],{},"Point value"," — what a point is worth when redeemed.",[104,117,118,121],{},[15,119,120],{},"Redemption limits"," — minimum points to redeem, maximum share of a sale points can cover, and the redemption increment.",[104,123,124,127],{},[15,125,126],{},"Accrual basis"," — earn on pre-tax or post-tax amounts.",[104,129,130,133],{},[15,131,132],{},"Expiry"," — how many months points live.",[104,135,136,139],{},[15,137,138],{},"Reverse on refund"," — claw points back when the earning sale is refunded.",[32,141,143],{"id":142},"rewards-what-points-buy","Rewards — what points buy",[11,145,146],{},"Money-off or percentage rewards, each with its own point cost range, increment, and expiry once claimed.",[32,148,150],{"id":149},"tiers-the-status-ladder","Tiers — the status ladder",[11,152,153,154,157],{},"Each tier carries a name, colour, a spend threshold to reach it, a spend to stay, a qualification window, and an ",[15,155,156],{},"earn multiplier"," so higher tiers earn faster. The tab renders the ladder visually, highest tier on top.",[32,159,161],{"id":160},"referrals-refer-a-friend","Referrals — refer a friend",[11,163,164,165,168,169,172],{},"Configure what the ",[15,166,167],{},"referrer"," gets, what the ",[15,170,171],{},"new client"," gets, whether it's restricted to genuinely new clients, caps per referrer per period, and reward expiry.",[174,175,176],"warning",{},[11,177,178],{},"Changing point values or earning rules applies from that moment forward — it doesn't rewrite balances clients already hold. Devaluing earned points is a trust decision, not just a settings change; announce it before you do it.",[32,180,182],{"id":181},"common-questions","Common questions",[184,185,187],"h3",{"id":186},"do-clients-see-their-points","Do clients see their points?",[11,189,190],{},"Yes — balances, tier, and rewards appear in the client portal, and staff see them on the client profile.",[184,192,194],{"id":193},"can-points-cover-a-whole-sale","Can points cover a whole sale?",[11,196,197,198,201],{},"Only up to the ",[15,199,200],{},"maximum share"," you set in redemption limits — cap it below 100% if you want every sale to carry some cash.",[184,203,205],{"id":204},"what-happens-to-points-on-a-refund","What happens to points on a refund?",[11,207,208,209,212],{},"If ",[15,210,211],{},"reverse on refund"," is on, the points earned by that sale are clawed back; off, the client keeps them.",{"title":214,"searchDepth":215,"depth":215,"links":216},"",2,[217,218,219,220,221,222],{"id":34,"depth":215,"text":35},{"id":98,"depth":215,"text":99},{"id":142,"depth":215,"text":143},{"id":149,"depth":215,"text":150},{"id":160,"depth":215,"text":161},{"id":181,"depth":215,"text":182,"children":223},[224,226,227],{"id":186,"depth":225,"text":187},3,{"id":193,"depth":225,"text":194},{"id":204,"depth":225,"text":205},"settings","How to set up the Owneli loyalty program — points earning rules, rewards, tier ladders with multipliers, and refer-a-friend rewards.",false,"md","i-lucide-gem",[234,235,236,237,238,239],"loyalty program setup","points per dollar","reward tiers","refer a friend program","points expiry","redeem points settings",{},true,140,"\u002Fhelp\u002Fsettings\u002Fconfigure-loyalty",[22],{"title":5,"description":229},"help\u002Fsettings\u002Fconfigure-loyalty","2026-08-14","gmwORb3j9Ukfo-AoHeYTJUTSfSanu26R0onxvCcUhAA",[250,261,270,279,289,299,309,319,329,338,348,359],{"id":251,"title":252,"audience":6,"description":253,"extension":254,"icon":255,"meta":256,"order":257,"slug":258,"stem":259,"__hash__":260},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":262,"title":263,"audience":6,"description":264,"extension":254,"icon":265,"meta":266,"order":215,"slug":267,"stem":268,"__hash__":269},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":271,"title":272,"audience":6,"description":273,"extension":254,"icon":274,"meta":275,"order":225,"slug":276,"stem":277,"__hash__":278},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":280,"title":281,"audience":6,"description":282,"extension":254,"icon":283,"meta":284,"order":285,"slug":286,"stem":287,"__hash__":288},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":290,"title":291,"audience":6,"description":292,"extension":254,"icon":293,"meta":294,"order":295,"slug":296,"stem":297,"__hash__":298},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":300,"title":301,"audience":6,"description":302,"extension":254,"icon":303,"meta":304,"order":305,"slug":306,"stem":307,"__hash__":308},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":310,"title":311,"audience":6,"description":312,"extension":254,"icon":313,"meta":314,"order":315,"slug":316,"stem":317,"__hash__":318},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":320,"title":321,"audience":6,"description":322,"extension":254,"icon":323,"meta":324,"order":325,"slug":326,"stem":327,"__hash__":328},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":330,"title":331,"audience":6,"description":332,"extension":254,"icon":333,"meta":334,"order":335,"slug":228,"stem":336,"__hash__":337},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":339,"title":340,"audience":6,"description":341,"extension":254,"icon":342,"meta":343,"order":344,"slug":345,"stem":346,"__hash__":347},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":349,"title":350,"audience":351,"description":352,"extension":254,"icon":353,"meta":354,"order":355,"slug":356,"stem":357,"__hash__":358},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":360,"title":361,"audience":351,"description":362,"extension":254,"icon":363,"meta":364,"order":365,"slug":366,"stem":367,"__hash__":368},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[],[371],{"id":372,"title":23,"audience":6,"body":373,"category":326,"description":866,"draft":230,"extension":231,"icon":232,"keywords":867,"meta":868,"navigation":241,"order":869,"path":22,"related":870,"seo":872,"stem":873,"updatedAt":874,"__hash__":875},"help\u002Fhelp\u002Fgrowth\u002Floyalty-and-referrals.md",{"type":8,"value":374,"toc":847},[375,391,394,398,412,416,477,481,495,500,503,506,509,559,573,576,579,582,628,631,634,637,641,655,660,664,723,727,732,757,760,764,775,779,782,786,793,797,823,827],[11,376,377,380,381,383,384,383,386,383,388,390],{},[15,378,379],{},"Settings → Loyalty"," — four tabs: ",[15,382,62],{},", ",[15,385,82],{},[15,387,72],{},[15,389,92],{},".",[32,392,62],{"id":393},"points",[184,395,397],{"id":396},"how-clients-earn","How clients earn",[101,399,400,406],{},[104,401,402,405],{},[15,403,404],{},"Points earned per $1 spent"," — the base rate applied at checkout",[104,407,408,411],{},[15,409,410],{},"Earn points on"," — the subtotal before tax, or the total after tax",[184,413,415],{"id":414},"how-clients-spend","How clients spend",[37,417,418,428],{},[40,419,420],{},[43,421,422,425],{},[46,423,424],{},"Setting",[46,426,427],{},"What it does",[53,429,430,440,450,465],{},[43,431,432,437],{},[58,433,434],{},[15,435,436],{},"Points to redeem for $1",[58,438,439],{},"The exchange rate — e.g. 100 points = $1 off",[43,441,442,447],{},[58,443,444],{},[15,445,446],{},"Minimum points to redeem",[58,448,449],{},"A floor per checkout, so nobody redeems 12 points",[43,451,452,457],{},[58,453,454],{},[15,455,456],{},"Max redemption (% of sale)",[58,458,459,460,464],{},"A cap per sale. ",[461,462,463],"code",{},"0"," = no cap",[43,466,467,472],{},[58,468,469],{},[15,470,471],{},"Redeem in increments of",[58,473,474,476],{},[461,475,463],{}," = any amount",[184,478,480],{"id":479},"keeping-the-balance-honest","Keeping the balance honest",[101,482,483,492],{},[104,484,485,488,489,491],{},[15,486,487],{},"Points expire after"," — ",[461,490,463],{}," means points never expire",[104,493,494],{},"Refunds reverse points: a full refund reverses them entirely, a partial refund reverses them proportionally",[174,496,497],{},[11,498,499],{},"Unredeemed points are a liability, and a programme with no expiry accumulates one indefinitely. Decide expiry deliberately — and note that point-expiry rules are regulated in some places.",[32,501,82],{"id":502},"tiers",[11,504,505],{},"A tier ladder rewards cumulative spend with a better earn rate.",[11,507,508],{},"Each tier has:",[101,510,511,521,529,535,541,547,553],{},[104,512,513,516,517,520],{},[15,514,515],{},"Name"," and ",[15,518,519],{},"colour"," — the colour drives the tier badge everywhere it appears",[104,522,523,488,526,528],{},[15,524,525],{},"Rank",[461,527,463],{}," is the base tier",[104,530,531,534],{},[15,532,533],{},"Earn multiplier"," — e.g. 1.5× points",[104,536,537,540],{},[15,538,539],{},"Spend to reach"," — the threshold to be upgraded into it",[104,542,543,546],{},[15,544,545],{},"Spend to keep"," — the threshold to stay there",[104,548,549,552],{},[15,550,551],{},"Qualifying window"," — the period spend is measured over",[104,554,555,558],{},[15,556,557],{},"Grace before downgrade"," — how long someone keeps the tier after falling below the keep threshold",[560,561,562],"tip",{},[11,563,564,565,568,569,572],{},"Set ",[15,566,567],{},"spend to keep"," lower than ",[15,570,571],{},"spend to reach",". A ladder that's as hard to hold as it was to climb feels like a punishment for a quiet quarter.",[11,574,575],{},"Tiers are recalculated on a schedule, so a client who crosses a threshold is upgraded without anyone doing anything.",[32,577,72],{"id":578},"rewards",[11,580,581],{},"A reward is what points actually buy at checkout.",[101,583,584,590,598,604,613,620],{},[104,585,586,589],{},[15,587,588],{},"Reward name"," — e.g. \"$5 off your visit\"",[104,591,592,516,595],{},[15,593,594],{},"Reward type",[15,596,597],{},"value",[104,599,600,603],{},[15,601,602],{},"Minimum points"," — the cost to redeem",[104,605,606,609,610,612],{},[15,607,608],{},"Maximum points"," — a cap, ",[461,611,463],{}," = none",[104,614,615,488,618,476],{},[15,616,617],{},"Increment",[461,619,463],{},[104,621,622,488,625,627],{},[15,623,624],{},"Expires after",[461,626,463],{}," = never",[11,629,630],{},"At checkout, an eligible client's available rewards appear and can be applied to the cart. The redemption is recorded against their points ledger.",[32,632,92],{"id":633},"referrals",[11,635,636],{},"Every client gets a personal referral link they can share from their account.",[184,638,640],{"id":639},"who-gets-what","Who gets what",[11,642,643,644,647,648,651,652,390],{},"Set the ",[15,645,646],{},"referrer's"," reward — type and value — and the friend's ",[15,649,650],{},"welcome reward",". You also choose ",[15,653,654],{},"when the friend's reward is issued",[560,656,657],{},[11,658,659],{},"Issuing the welcome credit immediately means it's spendable on visit one, which is what makes the offer competitive. Expiry protects you if the friend never comes in.",[184,661,663],{"id":662},"when-rewards-pay-out","When rewards pay out",[37,665,666,674],{},[40,667,668],{},[43,669,670,672],{},[46,671,424],{},[46,673,427],{},[53,675,676,689,701,711],{},[43,677,678,683],{},[58,679,680],{},[15,681,682],{},"Minimum qualifying spend",[58,684,685,686,688],{},"The friend's first visit must reach this, before tax and tip. ",[461,687,463],{}," = no floor",[43,690,691,696],{},[58,692,693],{},[15,694,695],{},"Referral expiry",[58,697,698,699,627],{},"How long the friend has to complete a first paid visit. ",[461,700,463],{},[43,702,703,708],{},[58,704,705],{},[15,706,707],{},"Clawback window",[58,709,710],{},"A refund inside this window takes the rewards back. Disputes always do, regardless",[43,712,713,718],{},[58,714,715],{},[15,716,717],{},"Reward credit expiry",[58,719,720,721,627],{},"How long issued credit lasts. ",[461,722,463],{},[184,724,726],{"id":725},"limits-and-fraud-controls","Limits and fraud controls",[174,728,729],{},[11,730,731],{},"Referral programmes attract abuse. These controls exist because someone will try.",[101,733,734,742,748],{},[104,735,736,488,739,741],{},[15,737,738],{},"Max rewards per referrer",[461,740,463],{}," = unlimited",[104,743,744,747],{},[15,745,746],{},"Cap window"," — the rolling period the cap applies over",[104,749,750,753,754,756],{},[15,751,752],{},"Hold for review after"," — a burst of this many open referrals from one source within 7 days parks new ones for your manual approval. ",[461,755,463],{}," = never hold",[11,758,759],{},"Held referrals appear in an approvals queue for you to accept or reject.",[184,761,763],{"id":762},"partners-and-milestones","Partners and milestones",[11,765,766,767,770,771,774],{},"Beyond client-to-client referrals, you can register ",[15,768,769],{},"partners"," (a gym, a hotel, a neighbouring business) with their own tracking, and set ",[15,772,773],{},"milestones"," that reward a referrer for hitting a count.",[184,776,778],{"id":777},"pausing","Pausing",[11,780,781],{},"The whole referral programme can be paused. Existing credits stay valid; no new referrals are counted.",[32,783,785],{"id":784},"what-clients-see","What clients see",[11,787,788,789,390],{},"In their account, clients see their points balance, their position on the tier ladder, rewards they can redeem, and their personal referral link. See ",[20,790,792],{"href":791},"\u002Fhelp\u002Fportal\u002Fyour-account","Booking online and using your account",[32,794,796],{"id":795},"automations","Automations",[11,798,799,800,383,803,383,806,383,809,383,812,815,816,819,820,390],{},"Six loyalty automations tell clients about it without you sending anything: ",[15,801,802],{},"Points earned",[15,804,805],{},"New tier reached",[15,807,808],{},"Reward available",[15,810,811],{},"Referral friend booked",[15,813,814],{},"Referral reward available",", and ",[15,817,818],{},"Referred friend welcome",". See ",[20,821,796],{"href":822},"\u002Fhelp\u002Fgrowth\u002Fautomations",[32,824,826],{"id":825},"reporting","Reporting",[101,828,829,835,841],{},[104,830,831,834],{},[15,832,833],{},"Growth → Reports → Loyalty"," — balances and activity",[104,836,837,840],{},[15,838,839],{},"Growth → Reports → Loyalty redemption ROI"," — points earned versus redeemed, the redeem-to-earn ratio, and the value of points actually redeemed at checkout",[104,842,843,846],{},[15,844,845],{},"Growth → Reports → Referrals"," — who referred whom, and what it produced",{"title":214,"searchDepth":215,"depth":215,"links":848},[849,854,855,856,863,864,865],{"id":393,"depth":215,"text":62,"children":850},[851,852,853],{"id":396,"depth":225,"text":397},{"id":414,"depth":225,"text":415},{"id":479,"depth":225,"text":480},{"id":502,"depth":215,"text":82},{"id":578,"depth":215,"text":72},{"id":633,"depth":215,"text":92,"children":857},[858,859,860,861,862],{"id":639,"depth":225,"text":640},{"id":662,"depth":225,"text":663},{"id":725,"depth":225,"text":726},{"id":762,"depth":225,"text":763},{"id":777,"depth":225,"text":778},{"id":784,"depth":215,"text":785},{"id":795,"depth":215,"text":796},{"id":825,"depth":215,"text":826},"Set the earn and redeem rates, build a tier ladder, define rewards, and run a referral programme with fraud controls.",[],{},50,[871,822,791],"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment",{"title":23,"description":866},"help\u002Fgrowth\u002Floyalty-and-referrals","2026-07-26","R-pOi7weVXQHweIy9ISs-4SLatCfAzGobS8k2je8H5A",1790218960989]