Set Up Loyalty Rules

Summary

Set up loyalty rules so the business can run a clear and consistent customer reward program inside Selio.

Before you begin

• Make sure Selio Loyalty is enabled for the business
• Confirm the location or business is ready to run a loyalty program operationally
• Decide what kind of customer behavior the business wants to reward
• Make sure your team can explain the program clearly after setup
• Confirm you have permission to manage loyalty settings

Steps

1. Open the loyalty settings area in Selio.
2. Review the current loyalty configuration for the business.
3. Set or update the program rules the business wants to use.
4. Review the reward logic carefully before saving.
5. Save the loyalty rule changes.
6. Check that the updated program is visible in the loyalty setup area.
7. Run a controlled service or profile test so the team understands how the rules should appear in daily operations.

Troubleshooting