Who is this article for?
Owners, managers, cashiers, and staff responsible for customer retention and reward usage during service.
Reviewed by: Selio Support Team
Last updated: January 1, 1980
Summary
Use this tour to understand where loyalty rules are managed, where customer status is visible, and how rewards appear during service.
Before you begin
- Confirm Selio Loyalty is enabled for the business
- Make sure customer profiles are part of the workflow you are reviewing
- Align the team on when loyalty should be checked during service or checkout
Steps
- Open the loyalty area and review the setup side of the workspace.
- Find where customer loyalty status can be viewed.
- Note where rewards or benefits become visible during service.
- Review how the customer profile connects to loyalty actions.
- Compare the setup flow with the live redemption flow so the team keeps them separate.
- Choose the next detailed article based on whether you need rules, visibility, or troubleshooting guidance.
Troubleshooting
- Staff expects loyalty without customer context: Confirm the profile link before discussing rewards.
- Loyalty is treated like a simple discount: Re-center the team on program rules and customer status.
- Rewards are checked too late in the flow: Decide a consistent service moment for loyalty review.
- Visible rewards vary across staff members: Verify both customer context and permissions.
