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Member Settings

Member Settings decides how your Member Program rewards customers: points for every dollar, or a punch card of visits toward one reward. Set it before you launch the program, and revisit it if members aren’t reaching rewards.

Open Member > Settings in the Back Office . Settings needs the Essential plan or a member add-on. See Plans.

Owner-level access required.

Choose a loyalty mode

Loyalty Mode has two options:

  • Points (default) - customers earn points per dollar and redeem them for point items and point rewards.
  • Visits - customers collect visits toward a reward, such as $10 off after 10 visits. Visits count across every location in the program.

Selflane tracks points and visits all the time, so you can switch modes at any time without losing anything.

Set what counts as a visit

Under What counts as a visit:

  • Hours Between Visits - from 2 to 8 hours. The default is 5. Orders closer together than this count as one visit. With 5 hours, lunch and dinner are two visits, but a drink after dinner is part of the same visit.
  • Minimum Spend - the smallest pre-tax, pre-tip subtotal that counts as a visit. 0 means there’s no minimum.

Offer a visit reward

Turn on Offer a visit reward, then set:

  • Visits Needed - how many visits earn the reward. A whole number, 1 or more. The default is 10.
  • Reward Amount - the dollar amount off, more than $0 and up to $500. The default is $10.

Staff redeem the reward on the POS from the pay screen, with Member > Use Visit Reward. It needs POS version 7.7.2 or later. The reward covers no more than the balance due, and any amount left over isn’t kept.

Click Save to apply your changes.

Warnings on this screen

  • Customers are collecting visits, but no reward is set up yet. - you chose Visits but turned off the visit reward. Members collect visits with nothing to redeem.
  • No minimum spend: any purchase counts as a visit. - with the reward on and Minimum Spend at 0, even a small purchase earns a visit.
  • At {min} per visit, customers get {pct}% back. - a member who spends exactly the minimum on every visit gets more than 20% back. Raise Minimum Spend or Visits Needed, or lower Reward Amount.

To check your payback, divide the reward by visits needed times minimum spend. For example, $10 / (10 visits × $15) = 6.7% back.

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