Who is this guide for?Owners and Admins, in the back office or the Surge app.
Before you begin
- Customer directory and Loyalty points are on under Store setup > Features. Rewards are part of Surge Plus and Surge Premium.
How points are earned
- Per dollar: points for each whole dollar spent, rounded down. A $4.50 sale earns 4 points at 1 point a dollar.
- Per visit: the same points for every sale.
- A minimum sale stops small sales from earning.
- Points are only earned when a customer is on the sale.
- Points come from the sale after discounts. Tax and tips don't count.
Start the program
- Go to Customers and click Rewards.
- Type the name customers see in What it is called.
- Under Points are earned per, choose Dollar spent or Visit.
- Type Points per dollar or Points per visit.
- Type a Minimum sale if you want one.
- Make sure Running is ticked.
- Click Start the programme.
- Tap Rewards.
- Type a Program name.
- Under Customers earn points, choose Per dollar spent or Per visit.
- Type Points per dollar or Points per visit.
- Type a Minimum sale to earn (optional) if you want one.
- Make sure Program is on is turned on.
- Tap Start the program.
Change or pause the program
In the back office, change the settings and click Save. In the Surge app, tap Edit program, make your changes and tap Save program.
To pause, untick Running in the back office, or turn off Program is on in the app. No new points are earned while it's paused. Balances customers already have are kept.
Changing the rate only affects sales from now on. Points already earned stay as they are.
After payment, the terminal shows what the customer earned and their new balance, for example Earned 12 points · 140 total. Points aren't printed on the receipt.
Related guides
Still stuck?
info@surgeups.comEmail us your business name and what you were trying to do.