Managing Your Customers’ Loyalty Status
Learn more about Square Loyalty at www.square.com/loyalty.
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Using the Square Dashboard or POS app, you can easily manage your customer’s Loyalty account. Within the “Loyalty Summary” section of your customer’s profile, you can:
View a customer’s Loyalty points total and available rewards
Adjust a customer’s Loyalty points
Unlink a credit or debit card associated with a customer’s Loyalty account
Update customer’s phone number
Or transfer or delete their account
To adjust a customer’s Loyalty points from your Square Point of Sale app—Tap Customers, search for your customer by name or phone number, and open their profile. Go to the Loyalty Summary , select menu, and add or remove points and Save.
To unlink a customer’s credit or debit card from their Loyalty account, search for your customer by name or phone number, and open their profile. Go to the Loyalty Summary, select menu, Manage Cards, then select the card to unlink.
To update your Loyalty customer’s phone number, search for your customer by name or phone number, and open their profile, Go to the Loyalty Summary , select menu, Edit Account Phone Number, update the phone number, and Save.
Square makes it easy to manage your customer’s Loyalty status from your Dashboard or POS app.
For more information, visit square.com/help
And search keywords: Manage Your Loyalty