At the register

Everything staff do with rewards in Shopify POS. It all starts the same way: add the customer to the sale.

Print the cheat sheet Printing this page prints only the one-page cheat sheet at the bottom.

Not set up yet? The Rewards tile has to be added on each POS device first: see Getting started, step 5.

See a customer's points

1. Add the customer to the sale as usual.
2. The Rewards tile now reads "Rewards: name" with their points, how many saved rewards they have, and the biggest reward they can afford ("up to $10 off").
3. Tap the tile to open the Rewards screen: balance, VIP tier, any points event running today, quests, streak and the rest of their progress.

The customer's profile screen in POS also has a small Rewards block with their balance and one redeem button.

Redeem a reward

1. Ring up the items first. Dollar rewards are sized to the sale, so the app needs to see what's in the cart.
2. Tap the Rewards tile. Under Redeem it shows "This sale: $X before tax. Best fit: $Y off", and highlights the best-fit reward.
3. Tap the reward. The app takes the points and applies the discount to the sale by itself. It can take a few seconds; if it can't apply the code, it shows the code so you can enter it by hand.

When the reward is bigger than the sale

Shopify discounts don't give change, so a $10 code on an $8 sale loses $2. Rewards bigger than the sale are marked "more than this sale". If you tap one, the app warns you and offers:

• Make it a $N gift card instead (keeps the rest), when gift card rewards are on;
• Use $Y off instead, the best fit;
• Apply $N off anyway, or Cancel.

The quick button on the customer profile block always redeems the biggest reward that fits the sale ("Add items to the sale first" or "Sale too small" if nothing fits).

Free item rewards

If you set up free item rewards (Settings → Free item rewards), they appear as buttons in the Redeem section. Tapping one adds the item to the sale and makes one of it free. Items that are out of stock are marked and can't be redeemed.

Saved rewards and gift cards

Rewards a customer redeemed earlier, online or in store, and hasn't used yet are listed under Saved rewards. Reward codes don't expire.

• Discount codes: tap Apply $X off (CODE) to put it on this sale.
• Gift cards: shown as a code with the balance left. Long-press the code to copy it, then take it as a gift card payment.

When gift card rewards are on (Bonuses & extras → Gift cards), the Redeem section also has "$X as a gift card" buttons. The customer can keep it or give it to someone.

Under Gift cards & store credit you'll also see the customer's other Shopify gift cards (last 4 characters and balance) and store credit. Scan or enter the card at payment to use it.

Give points: quick rewards and adjustments

Quick rewards

Buttons you set up in Settings → Quick rewards, for things like a social follow, a review or league night. Tap "Name +N" to give the points; the reason goes in the customer's history. A once-per-customer reward shows "(already given)" after the first time.

Adjust points

1. In Adjust points, enter the number of points.
2. Add a reason (optional, but customers see it in their history).
3. Tap Add points or Remove points.

Send points to another member

If sending is turned on (Bonuses & extras), staff can send points from the customer on the sale to another member by their email or phone.

Record a trade-in

1. In the Trade-in section, enter the Store credit amount ($).
2. Tap Took store credit / trade, or Took cash if the customer took cash.

The points per $1 for each choice are set in Bonuses & extras → Trade-ins (you can give more for store credit to make trade the better deal). If cash earns nothing, "Took cash" needs no amount. Every trade-in is recorded and counts toward trade-in badges and quests, even at 0 points.

Check someone in to an event

On the days of a check-in event, the Rewards screen shows Today's events. Tap "Check in: event +N". Each customer can check in once per event, whether by the QR code or at the register, so they can't get both. See Events and check-ins.

Give a staff badge

Badges set to "Given by staff" (for example a tournament win) appear as "Give badge" buttons in the Badges section. Badges that can be given again show ×N once earned more than once.

Add a birthday

1. In Birthday, type it as MM-DD-YYYY.
2. Tap Save birthday.

If you have a birthday bonus, it's paid once a year. If this year's birthday has already passed when a birthday is first added, the customer gets this year's bonus right away. Changing a birthday never pays it again.

Fix a mistake

• Wrong amount: use Adjust points → Remove points (or Add) with a reason like "Correction".
• Undo it: in Shopify admin, open CounterQuest → Change log. Every change made by hand (adjustments, quick rewards, trade-ins, staff badges, bulk gives) is listed. Press Undo on the row.

The Recent history at the bottom of the Rewards screen shows the customer's last 10 points changes, so you can check what happened.