Earning Rules
Defining how bills become points — what a rule looks at, what it awards, priority and lifecycle — and managing rules in the app
Earning rules are your policy for turning customer activity into points. You decide what a bill has to match and how many points it earns — the platform applies it all automatically on every transaction. Rules are tenant-defined: members earn nothing until a rule is earning.
The Rules Page — Settings → Earning Rules
The list shows each rule with its status, priority, the date it went live and how many times it has applied. Pause stops a rule without losing it, Resume starts it again, Retire archives it — a retired rule keeps its history and can be brought back.
Status | Meaning |
|---|---|
Earning | Evaluated on every matching bill |
Paused | Kept as is, not evaluated |
Draft | Being written; never evaluated |
Scheduled | Waiting for its start date |
Retired | Archived; can be restored |
Points already awarded by a rule are never touched by editing, pausing or retiring it.
Writing a Rule — New Rule
Basics
Field | Notes | Default |
|---|---|---|
Rule name | What this rule rewards, in a few words | — |
Priority | Higher runs first | 1000 |
Status | Earning / Paused / Draft | Draft |
Live from / Stops on | When it starts and, optionally, when it stops | Today / never |
What it looks at
Choose The whole bill — the bill is checked as a whole — or Each item on the bill — each line is checked on its own, so the rule can award points per line. Then add conditions; a rule needs at least one.
Part of a condition | Your options |
|---|---|
Look at | This bill / This item (item rules only) / The member / The event / Your account |
Field name | Any field your systems send with the bill, item, member or event |
Test | is / is not / is more than / is at least / is less than / is at most / is one of / is none of / contains / starts with / ends with / is present |
Value and Compare as | The value, compared as text, a number, or yes/no |
What it awards
Award | What it does |
|---|---|
Award points | A fixed number of points |
Award a share of the bill | A share of the bill amount, e.g. 0.02 for 2% |
Award a share, by category | A share of the bill, scoped by item category |
Tier bonus | A multiplier for members in a tier, e.g. 1.5 |
Channel bonus | A multiplier for a sales channel, e.g. 1.2 |
Award points, held | Points that land locked until their waiting period passes |
Work it out with an expression | A formula over the bill's fields, with a fallback value if it cannot be worked out |
Points from this rule
Expire after — how long this rule's points live. Leave blank to use the tenant default from Settings → Accrual.
A saved rule is live within a minute.
How Rules Combine on One Purchase
- Every matching rule contributes — their points add up, highest priority first, stopping after the number of matches you allow under Settings → Accrual (all, by default).
- The customer's tier multiplier applies (see Tiers & Multipliers).
- Your ceilings trim any excess — per purchase, per day, per month, per tier, per event type — and every trim is recorded transparently.
- If rounding is on, awards are rounded to whole points, per rule or on the bill's total.
Running Promotions
- Add a promotion as its own rule — it stacks on top of everyday earning and you pause or retire it when the promotion ends.
- Give it its own lifetime — 30-day bonus points create urgency without touching how regular points behave.
- Scope it with conditions and dates — only weekends, only a category, only above a bill size, only this month.
For developers
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