CounterQuest guides
Short, task-by-task help for setting up your rewards program and running it at the counter and online. Wherever a guide says "points", read whatever you named yours (Points, XP, Stars…).
Getting started
Install, set your earn rate and rewards, pick a start date, switch on the website button and the POS tile, then test it on yourself.
At the register
For staff: see a customer's points, redeem in one tap, give points, record trade-ins and check-ins, fix mistakes. Includes a printable cheat sheet.
Your website
The Rewards button, the Rewards reminder on product and cart pages, the rewards page, want lists, the phone app and the thank-you message.
Switching from another loyalty app
Bring balances over from Smile.io, LoyaltyLion, BON, Rivo, Joy, Yotpo or a spreadsheet, check the matches before anything changes, and tell customers.
Events and check-ins
Reward people for showing up: QR check-ins with a live code on a screen, a printable fixed code, or one tap at the register.
Tiers, badges and games
VIP tiers, badges, monthly quests, streaks, seasons, community goals, points events, birthdays and referrals, with starter ideas.
Emails with Shopify Flow
Use the "Rewards: …" customer tags to send reward-ready, birthday, restock and win-back emails automatically.