Quickstart

Here is a customer's first day with your loyalty program, end to end. Each step names the operation your developers will wire up — the inline links take them to the exact technical details.

0. You switch things on

Before the first customer, an administrator opens Settings → Loyalty in the app: loyalty switched on, a one-time code for redemptions if you want it, the default point lifetime, the WhatsApp template for each message, and — for a multi-centre business — the centre list. Everything is a default until you change it; see the Settings Reference and The Loyalty App.

1. The customer joins

At their first checkout, your till registers them by phone number (add customer). If they were already registered, nothing changes — registering twice is harmless by design.

2. You decide how points are earned

During onboarding you define earning rules — say, one point per ₹10 spent, double points on festival weekends, bonus points expiring in 30 days (create rule). Rules are set once and apply automatically from then on.

3. They buy something

The till sends the purchase in, and the system replies with the points this purchase earns under your rules (calculate points). Nothing is awarded yet — this is the preview.

4. The points land

The till confirms, and the points are credited (confirm). If the same confirmation arrives twice — a double tap, a flaky network — the second is safely ignored. The customer's WhatsApp message goes out with it, if you have switched that on.

5. They spend some points

At a later visit they redeem points against the bill (redeem). The points go on hold so they cannot be spent twice. If you ask for a one-time code, the customer receives it and approves the spend (validate the code). The till confirms, and the points are deducted (confirm).

6. Everyone can see where things stand

At any moment, the customer's points summary shows what they can spend right now, what is on hold, what has not unlocked yet, and their lifetime story — and it always adds up. Staff see the same numbers, with the full history, on the customer's profile in the app.

7. They bring a friend

Enrol the customer as a referrer in a program and they receive a code to share. When their friend is captured with it and starts their own journey, both earn the milestone rewards you defined — see How Referrals Work.