Customers, Loyalty & Store Credit

OpenPOS keeps one customer list for your business. Guests are added automatically when they order, book or join the waitlist, and each has a profile with their visits, spend, notes and rewards. Reward them with loyalty programs, birthday rewards and store credit. For owners, admins and managers.

Where to find it

• Sidebar › CUSTOMERS › Customers — the list and each profile. Add Customer by hand, or Import with AI from a CSV.
• Sidebar › CUSTOMERS › Loyalty — create a program: a Points Program, Punch Card, Cashback or Tiered VIP.
• Store Settings › Rewards — birthday rewards, and which loyalty programs and promotions are active at this store.
• On a profile, Give Credit adds store credit with a reason, such as service recovery.

Good to know

• Guests earn automatically when they order with the same phone or email. They see their points, rewards and a refer-a-friend code on My Rewards on your storefront, and can use rewards and store credit at online checkout.
• Store credit works at every store of your business. It also comes from cashback programs and referrals.
• At the counter, staff can attach a customer in the Terminal app and apply what the guest wants; nothing applies by itself. See Terminal & Kiosk Apps.
• Gift cards aren't supported. Store credit is the way to give a guest value to spend later.
• The AI Manager can propose a loyalty program, and store credit for a guest always waits for a person's yes unless the owner hands that over. See Approvals, Limits & Settings.

If something's not working

• A guest didn't earn? Check the program is active at that store in Store Settings › Rewards, and that they ordered with the same phone or email. You can Adjust a balance on the profile's Loyalty tab.
• Can't see Customers? It's for owners, admins and managers: check your role, or sign out and back in.
• Still stuck? Email [email protected].