Before You Start
- Set up your business units. A business unit is a line of service in your shop, for example Laundry or Bag Repair. Coupons, member discounts and packages can be limited to one business unit. See Introduction to Business Units.
- Have at least one place where customers order: a POS shop (see Setting Up a New POS Shop) or an Online Store (see Adding a Store and Turning On the Online Store or Mobile App).
There is no extra charge for any of the 5 tools. They come with your POS, Online Store and Mobile App.
Where it works
- POS: your staff use all 5 tools at checkout. Only staff can take points off an order.
- Console: your staff see each customer's store credit, points, membership and packages, and can sell a membership or a package.
- Online Store: customers claim coupons, top up store credit, join or renew a membership and buy prepaid packages. They can't see or use points.
- Mobile App: the same pages as your Online Store.
- WhatsApp mini-app: customers can use a coupon on the orders they place there.
The 5 tools at a glance
Without these tools, every customer pays full price and has no special reason to come back to you instead of the shop next door. Each tool solves a different problem.
| Tool | What the customer gets | When the customer pays | Where it is used |
|---|---|---|---|
| Coupons | Money off one order | Nothing upfront | POS, Console, Online Store, Mobile App, WhatsApp mini-app |
| Store Credit | A money balance, plus bonus credit | Upfront, when they top up | POS, Console, the Wallet page online |
| Loyalty Points | Money off a later order | Nothing extra | Earned on every order. Only staff can redeem them, at the POS |
| Membership | A % off every order while the membership is active | When they join or renew | POS, Console, the Membership page online |
| Prepaid Packages | Services paid for upfront, such as 20 shirts | Upfront, when they buy the package | Everywhere, taken off orders automatically |
Coupons: use them to win a first visit or fill a quiet week. Example: CleanFast Laundry gives new customers $5 off their first order with the code WELCOME5. See Create Your First Coupon.
Store Credit: use it to get cash in before the work starts. Customers top up a money balance and pay later orders with it. Example: top up $100 and get $10 bonus credit. See Offer Store Credit and Bonus Top-Ups.
Loyalty Points: use them to reward every visit without cutting today's price. Example: 1 point for every $1 spent, and 100 points take $5 off a later order. See Reward Customers with Loyalty Points.
Membership: use it for regulars who come every week. They pay a yearly fee and get a discount on every order. Example: CleanFast VIP costs $30 a year and gives 10% off all Laundry orders. See Create Membership Plans for Your Regulars.
Prepaid Packages: use them for services customers buy again and again. Example: a 20 Shirts Pack for $68, used across any number of visits. See Set Up Prepaid Packages for Contracts and Service Packs.
Discounts that come off automatically, such as a birthday discount, are set up separately. See Introduction to Discounts and Surcharges. Refer a Friend rewards customers who bring a friend. See Setting Up Refer a Friend.
Where should I start?
| Your goal | Start with |
|---|---|
| Get new customers to try your shop | Coupons |
| Get paid before the work is done | Store Credit or Prepaid Packages |
| Reward every visit without lowering today's price | Loyalty Points |
| Keep your weekly regulars with you | Membership |
| Sell the same service in bulk, such as shirts or kg of laundry | Prepaid Packages |
Where to find each tool
Store Credit, Loyalty Points, Membership and Coupons:
- Click the ⚙️ Settings icon in the top-right corner.
- Under the Marketing section, click Store Credit , Loyalty Points , Membership or Coupons .
Prepaid Packages:
- Click the ⚙️ Settings icon in the top-right corner.
- Under the Catalog & Pricing section, click Prepaid Packages .
How the tools work together on one order
A customer can use several tools on the same order. EasyBiz applies them in this order:
- Prepaid packages go first. The items a package covers cost $0. Everything else on the order is worked out on what is left.
- The member discount comes off automatically. Your staff don't have to apply it.
- One coupon per order. A Fixed Amount coupon comes off on top of the member discount. A Percentage coupon is used only if it takes off more than the member discount. If it doesn't, the customer keeps the coupon for a later order.
- Store credit pays all or part of the bill. The customer pays the rest another way, such as cash or PayNow.
- Points are earned last, once the order is both paid and completed.
Coupons and member discounts never take an order below your minimum order amount. A coupon is reduced to fit instead.
Example: one CleanFast Laundry order
A VIP member brings in 8 shirts, a duvet ($40) and 10 kg of Wash & Fold ($40). She has a 20 Shirts Pack, $40 of store credit and the WELCOME5-style $5 coupon in her account.
- The 8 shirts are covered by her pack: $0.
- Duvet and Wash & Fold: $80.
- VIP 10% off: minus $8.
- Fixed Amount coupon: minus $5. New total: $67.
- She pays $40 with store credit and $27 by PayNow.
- When the order is completed, she earns 27 points.
What your staff see
At the POS checkout
Once your staff select a customer, they see:
- A Store Credit button with the customer's balance, for topping up.
- A Membership button that shows Join , or the plan name for a member.
- Add promo code in the cart, where staff enter a code or pick one under Customer's coupons .
- A points row, for example 25 pts (SGD 2.50), with Use .
The Store Credit and Membership buttons appear once you turn those features on for your POS. Article 3 and Article 5 show you how.
In the Console
Open the customer in Contacts . The Loyalty section shows their Store Credit , Points , Membership and Prepaid Packages .
If the contact page has no Loyalty section, turn it on:
- Click the ⚙️ Settings icon in the top-right corner.
- Under the EasyBiz Console section, click Console Pages.
- Click Contact Detail.
- Under Sections, switch on Loyalty and save.
What your customers see online
Each page is switched on in your Online Store editor. The later articles show you how.
- Promotions page: customers claim your coupons, type in a code you gave them and see their coupons.
- Wallet page: customers see their store credit balance and buy top-up packages.
- Membership page: customers join or renew a membership and pay online.
- Prepaid packages page: customers buy a package on its own.
- Orders page: you can add Promotions, Top-up packages and Membership cards beside customers' orders. Customers who hold a package also see what is left of it there.
FAQs
Can customers pay a membership fee or a store credit top-up with their store credit?
No. A membership fee and a top-up are always paid with real money, such as cash, card or PayNow.
Do customers earn points on the part of an order they pay with store credit?
No. Points are earned only on what the customer pays another way. The part paid with store credit or with points earns nothing.
Do I need an Online Store to use these tools?
No. Every tool works at the POS on its own. An Online Store only adds the pages where customers claim coupons, top up, join a membership or buy packages themselves.
I have shops in Singapore and Malaysia. Is a customer's balance shared?
Store credit is kept per currency. A customer with SGD and MYR credit has 2 separate balances, and each is spent only in that country. Points are one balance for your whole business.
Will my existing customers be told when I set something up?
No. Nothing is sent to your customers when you create a coupon, plan or package. To tell them, send a WhatsApp broadcast.
Some of my shops still use the old 2.0 POS. What works there?
Store credit and member discounts carry over to the 2.0 POS. Prepaid packages work only on the current EasyBiz POS. Selling a membership also needs the current POS, so contact Support before you sell plans in those shops.
What's Next
You now know the 5 tools, where your staff and customers use them and how they work together on one order. Start with the simplest one: continue to Create Your First Coupon to set up an offer, a promo code and its limits.