Member

Choose a task

• Dashboard — monitor members, points, and loyalty activity.
• Manage — search, create, update, and review member activity.
• Marketing — create member promotions and review campaign results.

Selflane Member is your loyalty program for increasing repeat visits and retention. Members earn points from purchases, redeem rewards, and can be engaged through campaigns.

Quick Start (5 Minutes)

1. Open the Member module in Back Office.
2. Add one Point Item reward (for example, “Free drink - 20 points”).
3. Add one Point Voucher reward (for example, “$5 off - 100 points”).
4. Create one test member with phone number and name.
5. Place a test order and confirm points are earned and redeemable.

Program Types

For plan details, see Pricing .

Member Profile Requirements

A valid member requires:

• Name
• Unique phone number (member identity)

Optional fields:

• Email
• Birthday
• Anniversary date

If the customer is a Selflane user, they can also be identified by profile QR code.

How Redemption Works

Members can redeem in two ways:

1. Point Item: fixed reward item for points
2. Point Voucher: fixed dollar value for points

Use both to provide flexible reward choices.

Dashboard Metrics

Use the dashboard to monitor:

• Member count (recent trend and lifetime)
• Point earned activity
• Point redemption activity
• Sales impact from loyalty redemptions

Review this weekly to tune reward thresholds and campaign timing.

Manage Members

In Manage, you can search, create, and update member profiles.

To add a member:

1. Click Add in the top-right area of the member list.
2. Enter name and phone number (required).
3. Add optional details (email, birthday, anniversary date).
4. Click Save.

For each member in the table, you can also:

• Click Activities to view that member’s point earning and redemption events.
• Click Delete to remove the member record.

Points Shop Strategy

• Start with simple, easy-to-understand rewards.
• Mix lower-cost frequent rewards with higher-value milestone rewards.
• Revisit thresholds monthly based on redemption behavior and margin.

Common Setup Recommendations

• Keep point rules simple and visible to staff.
• Train staff to ask for member phone number at checkout.
• Promote one clear earning rule and one clear redemption example.
• Use Active Marketing to send targeted reminders when members are close to a reward.

Active Marketing

Active Marketing extends your loyalty program with campaigns that drive repeat visits and higher member engagement.

How It Works

Points Earning

Members earn points from dine-in and online orders. Points are based on net sales.

Points Formula: Dollar spending before Tax/Tip and after any Discounts = Points

Member Requirements

• Required: Name and phone number
• Optional: Email, birthday, and anniversary date

Member Identification

• Phone number (unique identifier)
• Profile QR Code (for Selflane Users)

Points Redemption

Members can redeem their points in two ways:

1. Point Items: exchange points for specific menu rewards.
2. Point Vouchers: exchange points for dollar-value discounts.

Marketing Features

Email Campaigns

Use campaign emails to promote:

• Limited-time offers
• Birthday and anniversary rewards
• New menu items
• Seasonal campaigns

Campaign Planning Tips

• Start with one monthly campaign and measure redemption rate.
• Segment members by recency and spend when possible.
• Track point earn and redemption trends after each campaign.

Point Item

Point Item is a reward item redeemed directly with points. Example:

20 points for a dessert.

How to Configure Point Items

1. Go to Points Shop > Point Item.
2. Click Add.
3. Enter item name and required points.
4. Click Save.

Point Item Rules and Behavior

• Point items are redeemed as rewards and do not require separate payment.
• Tax is not applied to the redeemed point item itself.
• You can configure multiple point items with different thresholds.

Point Item Best Practices

• Offer one low-threshold reward for early motivation.
• Offer one mid-threshold reward to drive repeat visits.
• Keep names clear so staff can explain rewards quickly.

Point Voucher

Point Voucher converts points into a fixed dollar-value discount.

50 Points for $5.

How to Configure Point Vouchers

1. Go to Points Shop > Point Voucher.
2. Click Add.
3. Enter voucher name, required points, and voucher amount.
4. Click Save.

Point Voucher Rules and Behavior

• Voucher value is applied as part of payment.
• Voucher applies after tax (different from Point Item behavior).
• A voucher redeems full points once used, even if order total is lower than voucher value.

Example:

• Order total $20, voucher $5 -> member redeems 50 points and gets $5 off.
• Order total $3.50, voucher $5 -> member still redeems 50 points.

Point Voucher Best Practices

• Keep voucher tiers simple (for example, $3, $5, $10).
• Align point thresholds with average order value and target visit frequency.