Loyalty

Loyalty drives repeat business with a points program, coupons, promotions, and gift cards — applied consistently across POS and Commerce.

Loyalty program

1. Go to XO Sales → Loyalty → Program → Setup.
2. Set earn rules (points per SAR spent, per product/category) and redemption value.
3. Enable enrollment at POS and online; customers see balances in the portal.
4. Use loyalty follow-up to re-engage lapsing members.

Coupons

1. Go to Loyalty → Coupons → New (or a coupon group for bulk codes).
2. Set the discount, conditions (min spend, products), validity, and usage limits.
3. Distribute codes; redemptions are tracked per coupon.

Offers & promotions

Create cart, bank, and special offers and discounts — conditional or automatic — that apply at checkout without manual entry.

Gift cards

1. Create and sell gift cards; customers redeem them at POS or online.
2. Track balances; restore mistakenly deleted cards.

📷 Screenshot: a POS cart with a coupon and loyalty points applied.

Best practices

• Keep earn/redeem simple so customers understand the value.
• Use coupon groups for campaigns and track redemption to measure ROI.
• Pair abandoned-cart offers (Commerce) with loyalty for recovery.

Troubleshooting

• Points not earned. Check earn rules and that the customer is enrolled.
• Coupon rejected. Validity, usage limit, or conditions not met — the cart shows why.

Related guides

• Point of Sale
• Commerce — Promotions
• Subscriptions