Setting Up Points Rewards

The points system lets customers earn points on purchases and redeem them for rewards. This is the core of most loyalty programs on Cockato.

Enabling the Points Program

1. Navigate to Rewards Settings from the sidebar
2. Click the Points tab
3. Toggle Points Enabled to on

Configuring Earn Rates

Set how customers accumulate points with two settings:

Example Earn Configurations

• Simple: 1 point per $1 spent — easy for customers to understand
• Generous: 2 points per $1 spent — accelerates earning, drives engagement
• Premium: 1 point per $5 spent — slower earning for higher-value rewards

💡 Tip: Start with simple, round numbers. Customers respond better to "Earn 1 point per $1 spent" than complex fractional rates.

Configuring Redemption

Set how customers exchange points for value:

📝 Note: Setting a minimum redemption threshold (e.g., 100 points) encourages customers to return multiple times before they can redeem, increasing visit frequency.

Currency Settings

Your points currency is automatically set based on your country selection during onboarding. The currency determines:

• How earn rates are displayed (e.g., "per $1" vs "per €1")
• How redemption values appear to customers
• Invoice amounts in self-service claims

To change your currency, update your country in Organization Settings.

How Points Are Awarded

Points flow to customers through three channels:

1. Staff Checkout — Staff enters the purchase amount and points are calculated automatically
2. Self-Service Claims — Customers submit purchase receipts and earn points after approval
3. POS Integration — Points are calculated and awarded automatically via API

All point transactions are logged in the Activity Log with the outlet, amount, and staff member who processed them.

How Points Appear to Customers

Customers see their points balance in real-time across:

• Digital Wallet Pass — Updated after each transaction
• Customer Portal — Full points history with transaction details
• Welcome Email — Initial balance shown after signup

Redemption Flow

When a customer wants to redeem points:

1. Staff opens the customer's profile in the checkout dashboard
2. Staff clicks Redeem Points and enters the redemption amount
3. Points are deducted and the transaction is logged
4. The customer's wallet pass updates automatically

⚠️ Important: Only staff with checkout access can process point redemptions. Customers cannot self-redeem points.

Best Practices

• Generous but sustainable: Set earn rates that feel rewarding without hurting margins
• Minimum threshold: Use a 100+ point minimum to encourage multiple visits
• Combine with punch cards: Run points for spend-based rewards and punch cards for visit-based rewards
• Communicate clearly: Display your earn rate on your QR poster and signup page

FAQ

Can points expire? Points do not currently expire. Customer balances persist indefinitely.

Can I adjust a customer's points manually? Yes, staff can add or deduct points from the customer detail view.

What happens if I change the earn rate? Only future transactions use the new rate. Existing point balances are not recalculated.