Set up your loyalty program

The quick path from signing up to rewarding your first customer.

Create your account

Getting started takes just a few minutes. Sign up with your business details and confirm your email. You can begin on the free plan with no credit card required - everything you need to launch your loyalty program is available right away.

Once you're in, you'll set a few basics: your business name, location, and how you want to award points. The setup wizard walks you through each step, so you're never guessing what comes next.

Set your earn rate

Decide how many points customers earn per dollar spent. A typical rate is 10 points per dollar, which means customers earn $1 in value for every $10 they spend. You can adjust this rate any time to match your margins and business goals.

Your earn rate applies across all transactions. Customers see their points add up instantly, and you control the generosity without locking yourself into a fixed structure.

Build your first rewards

Add a few rewards to your catalogue - these are the items or discounts customers can redeem with their points. Start simple: a free coffee, a percentage off, or a signature item. Each reward has a point cost that you set, and you can update or retire rewards as your menu or inventory changes.

Choose rewards that fit your margins and encourage repeat visits

Set point costs that feel achievable but valuable

Add photos and descriptions so customers know what they're redeeming for

Train your team

Your staff will use Sopoints at the counter to award points and process redemptions. The interface is designed to be fast - look up a customer by phone number, tap to award points, or redeem a reward in seconds. No special hardware is needed; any phone, tablet, or computer with a browser works.

Walk your team through a few test transactions so they're comfortable before you launch. Most teams are up and running within minutes.

Launch and promote

Once you've set your earn rate and added a few rewards, you're ready to go live. Let customers know you've launched a loyalty program through signage, social media, or at checkout. The easier you make it for customers to join, the faster you'll see repeat visits.

Customers sign up by giving their phone number at the counter - no app download or card required, though apps are available for those who want them. Their first transaction enrolls them automatically, and points start adding up right away.

Frequently asked questions

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