
## Where to Find Loyalty Points Settings

1. Click the ⚙️ <Badge>Settings</Badge> icon in the top-right corner.

2. Under the **Loyalty & Rewards** section, click <Badge>Loyalty Points</Badge>.

![Under the Loyalty & Rewards section, click Loyalty Points.](https://cdn.easybizcloud.app/knowledge/522a527a3eeee5c56a371786f4acd3dabf54196d1bf3a25ea4e4785f3b2c7bbe.png)

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## Earning Rules

The default earning rule applies to every order across every business unit unless a business unit override is set.

### Enable point earning

| Pick this | Result |
| --- | --- |
| Off | Customers do not earn points on orders |
| On | Every paid order earns points using the rule below |

### Earn X points for every $X spent

| Pick this | Result |
| --- | --- |
| Earn 1, Spend $1 | One point per dollar of order value |
| Earn 1, Spend $10 | One point per ten dollars spent |
| Earn 5, Spend $1 | Five points per dollar spent |

### Default points expiry

| Pick this | Result |
| --- | --- |
| No expiry | Points never expire |
| 90 days | Points expire 90 days after earning |
| 6 months | Points expire 6 months after earning |
| 1 year | Points expire 1 year after earning |
| 2 years | Points expire 2 years after earning |
| 3 years | Points expire 3 years after earning |
| 5 years | Points expire 5 years after earning |

Click <Badge>Save</Badge> when you are done.

![Click Save when you are done.](https://cdn.easybizcloud.app/knowledge/ac4f8bcf1c7d4c357b8363c874f7de2e2a5346bc5cc28aa0dd448d7948fddceb.png)

---

## Business Unit Overrides

Use this section if one part of your business should earn points at a different rate from the default. The table shows: Business unit, Earning rate, Points expiry.

Click <Badge>+ Add earning rule</Badge> to open the New earning rule dialog.

![Click + Add earning rule to open the New earning rule dialog.](https://cdn.easybizcloud.app/knowledge/8f8859d8decf7703a512e5381e0e5ada4f3465fca8e487bd52f95e481a28b42d.png)

### Business unit

| Pick this | Result |
| --- | --- |
| Any business unit from the list | This override applies to orders under that unit only |

A business unit can only have one override at a time.

### Earn X points for every $X spent

Same fields as the default earning rule. Sets the rate for this business unit only.

### Points expiry

| Pick this | Result |
| --- | --- |
| Use default | Falls back to the default points expiry from the main earning rule |
| No expiry | Points earned under this unit never expire |
| 90 days | Points expire 90 days after earning |
| 6 months | Points expire 6 months after earning |
| 1 year | Points expire 1 year after earning |
| 2 years | Points expire 2 years after earning |

<Callout type="note" title="📝Note">

Override expiry options go up to 2 years. If you need a longer expiry for a specific business unit, choose Use default and set the longer value on the main earning rule.

</Callout>

Click <Badge>Add</Badge> when you are done.

![Click Add when you are done.](https://cdn.easybizcloud.app/knowledge/4b1d42269778c2f9eb2508c37362439e2011e633780c8e53c1c8986d74c59174.png)

---

## Rewards

The Rewards section is your redemption catalog. Customers redeem these rewards at the counter when they have enough points. The table shows: Reward, Points required, Reward type, Status.

Click <Badge>+ Add reward</Badge> to open the New reward dialog.

![Click + Add reward to open the New reward dialog.](https://cdn.easybizcloud.app/knowledge/4a79d60db32cc80fb06d8d8e647ecd10dc8b8cfb48534dc3a9e6472af4f13140.png)

### Reward name

| Pick this | Result |
| --- | --- |
| Any name | Shown to your team and to customers at redemption |

### Points required

| Pick this | Result |
| --- | --- |
| Any number | The points cost a customer needs to redeem this reward |

### Reward type

| Pick this | Result |
| --- | --- |
| Dollar discount ($X off) | A flat dollar amount is deducted from the order total. A Discount amount field appears. |
| Percentage discount (X% off) | A percentage discount applies to the order total. A Discount percentage field appears. |
| Free item | The reward is a specific item with no money value attached. No discount field appears. |

### Status

| Pick this | Result |
| --- | --- |
| Active | Reward is available for redemption at the counter |
| Inactive | Reward is hidden from customers but kept in your catalog |

<Callout type="example" title="Example 👉">

A bag repair shop adds "10% off any repair" at 200 points, sets it to Active, and saves. Customers with 200 or more points see the reward at checkout and can redeem it.

</Callout>

Click <Badge>Add</Badge> when you are done.

![Click Add when you are done.](https://cdn.easybizcloud.app/knowledge/416c7a4d7baf0c652b21b1e7229e2f508864cb9564e412b65b37b5339ec6912b.png)

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## How the Points Balance Is Tracked

Loyalty Points works exactly like Store Credit under the hood, using the same lot-based system. This is easier to understand than it sounds.

Think of a customer's points balance like a stack of stamp cards rather than one single counter. Each time a customer earns points from an order, the system creates a separate lot with its own expiry. The total balance shown on their profile is the sum of all lots that have not yet expired. When a customer redeems a reward, the system always spends the lot expiring soonest first so no points go to waste.

<Callout type="example" title="Example 👉">

A customer earns 30 points in January (expires December) and 20 points in March (expires next February). Balance: 50 points. When they redeem a 40-point reward, the system takes all 30 from the January lot first, then 10 from the March lot. Remaining balance: 10 points expiring next February.

</Callout>

<Callout type="note" title="📝Note">

If you use business unit overrides with different expiry settings, a customer can hold lots from different rules at the same time. The system always spends the soonest-expiring lot first regardless of which rule created it.

</Callout>

---

## Loyalty Points at the POS

If a customer has points in their balance, a points row appears automatically in the cart during checkout. For example a customer with 25 points worth SGD 2.50 will see a **25 pts (SGD 2.50)** line with a <Badge>Use</Badge> button next to it.

![If a customer has points in their balance, a points row appears automatically in the cart during checkout. For example a customer with 25 points worth SGD 2.50 will see a 25 pts (SGD 2.50) line with a Use button next to it.](https://cdn.easybizcloud.app/knowledge/031d00e3dbd998a33ba653a68de392303e3984c4f8a2e1c48f7aef04d3659b19.png)

To redeem a specific number of points instead, staff **tap the points row** itself. A Points Redemption panel opens where they can enter a custom amount, tap <Badge>MAX</Badge> to use all points, and see the discount update in real time before tapping <Badge>**Apply Discount**</Badge> to confirm.

![To redeem a specific number of points instead, staff tap the points row itself. A Points Redemption panel opens where they can enter a custom amount, tap MAX to use all points, and see the discount update in real time before tapping Apply Discount to confirm.](https://cdn.easybizcloud.app/knowledge/f4217ec662e23617af4a1324b41563c5a2b48728463072a6d589b1372f6c30db.png)

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## FAQs

**Do I need to add a business unit override?**

> No. The default earning rule covers every order. Use overrides only when one business unit should earn faster, slower, or with a different expiry.

**Can I change the reward type after saving?**

> Yes. Open the reward, change the type, and save. Re-check the points required and discount values when the type changes.

**Which points are spent first when a customer redeems a reward?**

> Points from the lot that expires soonest. No-expiry points are spent last so dated points never go to waste while fresher points are still valid.

**What is the difference between Inactive and deleting a reward?**

> Inactive keeps the reward in the catalog so you can re-enable it later. Deleting removes it permanently. Use Inactive for seasonal rewards you plan to bring back.

**Do points earned under a business unit override stay tied to that unit?**

> No. Once earned, points sit in the customer wallet and can be redeemed against any reward regardless of which business unit produced them.

**What if a customer's points expire before they redeem anything?**

> Expired lots are removed from the balance automatically. The customer cannot use them. Setting a generous expiry and reminding customers of their balance regularly helps prevent this.
