How To Set Up A Loyalty Program In BakeSmart

Overview

Step-by-step instructions for configuring and managing your bakery's loyalty program.

Setting Up Your Program

Create a Loyalty Program

• Go to Settings > Loyalty
• Configure your program with:
• Points earned per $1 spent — How many points a customer earns for each dollar spent (e.g., 1 point per dollar means a $25 order earns 25 points)
• Points required for reward — How many points are needed to earn a reward (e.g., 50 points)
• Type of reward — Choose percent off or dollar amount off
• Reward value — The discount amount (e.g., $5.00 off or 10% off)
• Points are calculated on the order subtotal after discounts, excluding fees and gift cards
• Rewards are issued automatically when a customer reaches the points threshold

Set POS Preferences

• Prompt at start of sale — Turn on to have the POS prompt staff to look up the customer's loyalty status at the beginning of each transaction
• Default search mode — Choose whether POS loyalty lookup defaults to searching by phone number or by name/email

Write Loyalty Terms (Optional)

• In loyalty settings, enter your terms and conditions text
• This text is displayed on a public page accessible from your online store
• Use this to explain how your program works. Note: points and rewards do not expire automatically — the only time a customer loses their points and rewards is when their loyalty is suspended

Enrolling Customers

At the POS

• During a transaction, look up the customer
• If they are not enrolled, select the option to join loyalty
• The customer is immediately enrolled and will start earning points

Through the Staff App

• Go to the customer's account detail page
• Enable the loyalty toggle on their account
• Save the changes

Online (Self-Service)

• Customers can opt in to loyalty when registering for an account on your ecommerce store
• Existing customers can enable loyalty from their account profile page

Managing Customer Loyalty

View a Customer's Loyalty Info

• Go to the customer's account detail page
• View their:
• Current point balance (available and pending)
• Recent point activity (last 50 transactions)
• Active rewards (unused coupons)
• Reward history (used and revoked)

Adjust Points Manually

• Go to the customer's account detail page
• Select Adjust Points
• Enter the number of points to add or subtract
• Manual adjustments take effect immediately (no pending period)

Suspend a Customer's Loyalty

• Go to the customer's account detail page
• Select Suspend Loyalty
• Enter an optional reason/message
• This will:
• Revoke all active rewards
• Zero out all points (available and pending)
• Prevent further point earning

Re-Enable Loyalty After Suspension

• Go to the customer's account detail page
• Select Re-enable Loyalty
• The customer's loyalty starts fresh at zero — previous points and rewards are not restored

Important Notes

• Saving settings is a full replace — When you save loyalty settings, the entire configuration is replaced. If you remove a program or earning rule from the form and save, it will be deleted.
• Changing reward values — If you change the reward discount amount and rewards have already been issued to customers, those existing rewards keep their original value. Only new rewards use the updated value.
• Hourly processing — Pending points are posted and automatic rewards are issued on an hourly schedule. There may be up to an hour delay between an order's fulfillment date passing and points becoming available.
• Suspension is permanent — Forfeited points and revoked rewards cannot be recovered by re-enabling loyalty. Consider manual point adjustments as an alternative to suspension for minor issues.