Loyalty & Membership
Section: Customer Relationship Management
URL:/admin/loyalty
Page title: Loyalty & Membership
Overview
The Loyalty module lets you run points-based loyalty programmes and tiered membership schemes for your customers. Points are earned on purchases (invoices, omni-channel orders), redeemed at POS or during invoicing, and tracked per client in the customer portal.
Business value
Increases repeat purchases and average order value by rewarding customers who buy more and come back more often. Membership tiers add prestige and unlockable discounts.
- Who uses it: Marketing, sales, customer success, POS operators
- Key benefit: Retains existing customers and encourages higher spend through tangible rewards.
- Metrics it influences: Customer retention rate, average order value, purchase frequency, CLV
Typical use cases:
- Bronze/Silver/Gold membership tiers with automatic upgrades based on annual spend
- Birthday bonus points sent via automated email
- POS cashier redeems voucher at checkout against accumulated points
- Invoice-level partial redemption reduces the amount due
Accessing this module
From the admin sidebar, navigate to Loyalty, or open the URL directly:
/admin/loyalty
Key concepts
| Concept | Description |
|---|---|
| Loyalty Programme | The top-level configuration (name, points rate, expiry rules) |
| Points | Earned on qualifying transactions at a configurable rate per currency unit |
| Membership Tier | Bronze / Silver / Gold (or custom); automatically assigned based on lifetime points or spend |
| Redemption | Convert accumulated points to a discount on an invoice or at POS |
| Voucher | Generated on redemption; single-use discount code |
Common actions
- Configure programme — set the earn rate, expiry rules, and membership tier thresholds at
/admin/loyalty/manage_configuration. - View client points — open a client record to see their current balance and transaction history.
- Redeem at invoice — on any invoice, use the Redeem Points action to apply earned points as a discount.
- Redeem at POS — cashiers can redeem points during a POS sale.
- Issue birthday bonus — the system automatically issues configured bonus points on the client's birthday.
- Client portal — clients view their own points balance and redemption history at
/loyalty_portal.
Source: crm-connect-main/app/modules/loyalty