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Tour of Selio Loyalty

Who is this article for?

Owners, managers, cashiers, and staff responsible for customer retention and reward usage during service.

Tour of Selio Loyalty

Summary

Get a quick overview of Selio Loyalty, so your team understands where loyalty settings, customer reward status, and redemption actions appear across daily operations.

Before you begin

  • Make sure Selio Loyalty is enabled for the business
  • Confirm the team understands when loyalty should be used in service
  • Use a business with customer profiles and a loyalty-ready setup, if available
  • Make sure the location follows one clear rule for loyalty usage at checkout

Steps

  1. Open the loyalty area in Selio.
  2. Review where loyalty settings or reward configuration are managed.
  3. Identify where customer loyalty status can be viewed.
  4. Review where loyalty benefits or rewards appear during service or checkout.
  5. Check how loyalty is connected to the customer profile.
  6. Review how your team moves from customer lookup to loyalty review and reward redemption.
  7. Make sure the team understands which loyalty actions happen in setup and which happen during live service.

Troubleshooting

  • The team treats loyalty like coupons or discounts: Clarify that loyalty follows program rules tied to customer activity, not one-off promotional behavior.
  • Staff cannot find where loyalty appears: Walk through the customer profile and service flow before going live.
  • Loyalty feels inconsistent across shifts: Standardize one service rule for when and how loyalty is checked and used.
  • Managers expect loyalty data without customer profiles: Confirm loyalty is being used with the correct customer context.

Related articles

Understand How Loyalty WorksSet Up Loyalty RulesView Customer Loyalty StatusRedeem a Loyalty RewardUse Customer Profiles in Service