Back to guides Loyalty

Give customers a visible reason to come back.

The Loyalty Programme helps businesses reward repeat behaviour with customer accounts, credit grants, balance lookup and redemption requests.

Repeat incentiveCustomers can see progress toward a future reward.
Admin controlTeams can grant, adjust and review loyalty activity.
Customer lookupCustomers can access their loyalty state through the public flow.
Redemption workflowAdmins can approve or decline requests with business context.
Guide

Loyalty works when the reward is simple enough to explain.

A loyalty programme should make returning feel worthwhile without confusing customers or staff. Served HQ keeps the core actions practical: grant credit, let customers check progress and review redemption requests.

Before launch, decide what earns credit, what a reward is worth and how staff should handle edge cases.

Setup steps

  1. 1 Enable the Loyalty Programme add-on.
  2. 2 Configure loyalty settings so the team understands how credit should be earned and redeemed.
  3. 3 Grant credit to a customer from the admin workspace when appropriate.
  4. 4 Help customers use the public lookup flow to check their loyalty account.
  5. 5 Review redemption requests and approve or decline them according to the business rules.

Rewards

Keep the value simple enough for staff and customers to understand quickly.

Accounts

Customer loyalty records keep repeat activity organised.

Redemptions

Review requests carefully so rewards stay controlled and fair.

Where it fits

Useful for teams that want one practical customer journey.

Served HQ is built for service-led businesses that need customers to browse, scan, order, book, return and trust the same polished destination.

  • Home kitchens
  • Cake makers
  • Cloud kitchens
  • Food vans
  • Restaurants
  • Salons and clinics
  • Local service teams
  • Appointment businesses
Helpful answers

Common questions

Can staff manually grant loyalty credit?

Yes. Admins can grant or adjust credit for customer accounts where the business workflow allows it.

Can customers check their loyalty balance?

Yes. Customers can use the loyalty lookup flow to access their account state.

Should every business enable loyalty?

Loyalty is best for businesses with repeat customers, recurring appointments, regular orders or member-style perks.

Next step

Apply the guide inside the Served HQ workspace.

Begin with a clean public page, then add ordering, bookings, loyalty, analytics, marketing or branded domains when the workflow is ready.

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