Owners, managers, and team members responsible for training and operational consistency.
Understand How Loyalty Works
Summary
Understand how Selio Loyalty works so your team can explain it clearly, use it consistently, and avoid confusion during service.
Before you begin
Make sure the business plans to use loyalty as part of daily customer experience
Confirm the team understands that loyalty follows configured program rules
Align the staff on when loyalty is earned, viewed, and redeemed
Steps
Start with the customer profile as the loyalty anchor inside Selio.
Review how customer activity connects to the loyalty program.
Confirm that loyalty follows the rules configured by the business.
Review how a customer becomes eligible for loyalty benefits over time.
Check how loyalty status or rewards appear when the customer is identified in service.
Review how a reward is applied when the customer is eligible and the business chooses to use it.
Make sure the team understands that loyalty should be handled consistently and visibly during checkout or service.
Troubleshooting
Staff cannot explain loyalty clearly to guests: Train the team using the real configured program, not assumptions.
The team confuses loyalty with manual discounts: Clarify that loyalty should follow the configured program logic, not ad-hoc pricing decisions.
Managers expect loyalty to work without customer identification: Confirm the customer must be correctly linked before loyalty can be reviewed accurately.
Reward expectations become inconsistent: Use the configured business rules as the only source of truth.
