Setting Up a Loyalty Programme on AskBiz POS
How to create and manage a points-based loyalty programme — setting earn rates, reward tiers, and how customers redeem points at checkout.
Key Takeaways
- Set an earn rate (e.g. 1 point per KSh 10 spent) and a redemption rate (e.g. 100 points = KSh 10 off).
- Create tiers (Bronze, Silver, Gold) to reward your highest-spending customers with better earn rates.
- Points balance is visible on the customer profile and can be redeemed directly at the till.
Setting up your loyalty programme
Go to POS > Operations > Retail > Loyalty. Click 'Enable loyalty programme'. Set your earn rate — how many points a customer earns per currency unit spent. For example, 1 point per KSh 10 spent means a KSh 500 purchase earns 50 points. Then set your redemption rate — how many points equal a KSh discount at checkout. A common ratio is 100 points = KSh 10 off, giving customers a 1% effective discount which is affordable for most businesses.
Creating loyalty tiers
Tiers reward your most loyal customers with higher earn rates. Create a Bronze tier (all customers), a Silver tier (customers who've spent KSh 10,000+), and a Gold tier (customers who've spent KSh 50,000+). Set different earn rates per tier — for example Bronze earns 1 point per KSh 10, Silver earns 1.5 points, Gold earns 2 points. Customers automatically move up tiers as their cumulative spend grows. Tier status is visible on the customer's profile and shown in the till when a customer is selected.
How customers earn and redeem points
When a cashier selects a customer at the till before processing a sale, AskBiz automatically calculates and awards points based on the basket total and the customer's tier. The points are added to the customer's balance immediately after the transaction completes. To redeem points, the cashier selects the customer, clicks 'Redeem points', and enters the number of points to use. AskBiz calculates the equivalent discount and applies it to the basket. The customer's balance is reduced accordingly.
Monitoring your loyalty programme performance
The Loyalty dashboard shows total points issued, total points redeemed, redemption rate (what % of issued points are actually used), and the total value of discounts given. A low redemption rate might mean customers aren't aware of their balance — remind them at checkout. A very high redemption rate is good for retention but watch its impact on your margins. Use the Business > Ask AI feature to ask 'What is the revenue impact of my loyalty programme?' for a deeper analysis.