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Introduction

Please Note: Loyalty is still under development. There may be issues around some of the features that exist. If you find any issues, please submit a support ticket via the support desk.

Introduction

The Loyalty module offers the functionality of giving back to members using loyalty schemes.

General Creation of a Scheme

A number of different loyalty scheme types can be created, such as credit on an account or earning a monetary value by spending certain amounts in a venue.

How do I create a Loyalty scheme?

To create a new loyalty scheme:

  1. Within ‘EPOS’, select ‘Loyalty Schemes’;
  2. Click ‘Create Loyalty Scheme’ and enter;
    1. Name;
    2. Preferred Order;
    3. Excluded Zones (Venues/Groups);
    4. Start & End Date
    5. Select the tick box if it is to show on the account;
    6. Select the tick box if it can include group balances;
  3. Click 'Submit'.

You can change a Loyalty Scheme by selecting ‘Modify’ next to the relevant scheme.

To delete, click ‘Remove’ next to the relevant scheme.

How do I manage an existing loyalty balance?

To adjust a member’s loyalty balance:

  1. Within ‘EPOS’, select ‘Loyalty Schemes’;
  2. Click ‘Active Member Balances’ next to the relevant scheme;
  3. Find the correct member and then select ‘Adjust Member Balance’;
  4. Select whether you want to ‘Add’ or ‘Deduct’ to the balance;
  5. Type in the correct amount in the correct format ie. 5.00 for £5;
  6. Add a reason if required, then click ‘Submit’.

If you select 'Modify', you can:

  1. 'Freeze' a membership until a particular date;
  2. 'End' a balance if a member has left, by entering the date and time that they left.

How do I create a new balance for a member?

To add a member with a new balance:

  1. Under 'Loyalty Schemes' click 'Activate Member Balances' next to the relevant scheme;
  2. Select 'Create Balance' and entee the correct 'Member';
  3. If required, you can also add a 'Freeze' date or 'Leave' date to stop a balance;
  4. Click 'Submit'.

To view a member's balance:

  1. Find the relevant member under 'Active Member Balances';
  2. Select 'Member Records'.

Updated on 10th April 2026