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Back OfficeCustomerMember ProgramOverview

Member

The Member Program is your loyalty program. Customers join, earn points or visits each time they order, and redeem rewards in store, so they have a reason to come back.

Open Member in the Back Office . It has four tabs:

  • Dashboard - member growth, points earned and redeemed, and the self-enrollment link.
  • Manage - the member list, point items, and point rewards.
  • Marketing - automatic and scheduled email campaigns, and their results.
  • Settings - choose points or visits, and set what counts as a visit.

Plans

FeatureWhat you need
DashboardAny plan
Manage and SettingsEssential plan or higher, or the Basic member add-on
MarketingPremium plan, or the Active Marketing member add-on

Without the right plan, Manage, Settings, and Marketing show an upgrade card above a faded preview of the screen. The Dashboard header shows your current level, such as Member Program • Essential Plan. For prices, see Pricing .

How members earn

Choose one loyalty mode in Settings:

  • Points - members earn points per dollar and redeem them for point items and point rewards.
  • Visits - members collect visits toward one reward, such as $10 off after 10 visits.

Selflane tracks both points and visits all the time, so you can switch modes without losing anyone’s balance.

Points formula: points equal the dollar amount spent before tax and tip, and after discounts.

How members join and are identified

A member needs a first name, a last name, and a phone number. The phone number is unique, so each phone number belongs to one member. Email, birthday, anniversary, and a note are optional.

Members join in three ways:

Selflane app users can also show their profile QR code at checkout.

How members redeem

Members redeem rewards in store. Staff look up the member by phone in the POS Loyalty Center and attach them to the order:

  • In points mode, staff add point items while taking the order, or apply a point reward on the pay screen.
  • In visits mode, staff use Member > Use Visit Reward on the pay screen once the member has enough visits. Point items and point rewards aren’t offered in this mode.

Members can see the reward list in the Selflane app, but can’t redeem points online.

Share one program across locations

Several locations can share one Member Program. Members then earn and redeem at every location in it, and visits count across all of them. The Dashboard shows which locations share the program. To set up a shared program, contact Selflane support.

Get started

  1. In Settings, choose Points or Visits.
  2. For points, add one point item (for example, a free drink for 20 points) and one point reward (for example, $5 off for 100 points) in Manage. For visits, turn on Offer a visit reward in Settings instead.
  3. Add a test member with your own name and phone number.
  4. Place a test order on the POS with that member attached, and check that the points or visit show in the member’s Activities.
  5. Share the self-enrollment link on your website and social media.

Tips

  • Keep the earning rule simple, so staff can explain it in one sentence.
  • Train staff to ask for the customer’s phone number at checkout.
  • Mix a low-cost reward members reach quickly with a higher-value milestone reward.
  • Review reward thresholds monthly against redemptions and your margins.
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