How to set up bonuses for birthday

You can set up automatic bonus enrollment for your customers on their birthdays. Guests would be glad to celebrate their birthday in their favorite place and pay a part of receipt with bonuses.  


To enroll birthday bonuses:

  1. Go to Marketing → Customer groups in management console.

  2. Click Add.

  3. Name group. For example, Birthday.

  4. In Loyalty program field choose Points-based program.

  5. Enter bonus size. For example, 15%.

  6. In Birthday bonus field enter sum of bonus which would automatically been enrolled to customer on his birthday. For example, $10.

  7. Click Add.

  8. Go to Marketing → Customers and click on Add.

  9. In customer card enter birth date, and choose points-based program group Birthday.

  10. Click Add.

  11. Reload your POS. To do it, close and reopen application


💡 Bonuses will be automatically enrolled in client’s account on birth date, bonuses can’t be outdated.


If customer saved enough bonuses and want to use them, receive a payment with bonuses.   



Read more:

How to set up points-based program

How to receive payment in bonuses

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