Loyalty

Give Customers a Clear Reason to Return

Create loyalty and reward workflows connected to customer profiles, billing and repeat visits without managing a separate loyalty tool.

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Business outcomes

Connect loyalty activity to real customers and transactions

Each outcome stays connected to the customer, staff, billing or owner context used elsewhere in Yepsta.

Encourage repeat visits

Use points and benefits to make returning feel worthwhile.

Connect to CRM

Keep loyalty context visible alongside customer profiles and purchase history.

Redemption-ready checkout

Design loyalty benefits to work naturally with billing and wallet flows.

Connected workflow

Define earning, record rewards and apply redemption

The module fits the daily sequence your team already needs to complete.

1

Set loyalty rules

Define how customers earn and use benefits.

2

Track customer activity

Purchases and visits build loyalty context over time.

3

Redeem benefits

Staff can apply benefits during checkout or follow-up.

Practical uses

Support repeat visits with visible customer benefits

Beauty repeat visits

Create simple rewards for frequent customers.

Fitness retention

Add loyalty context to memberships and payments.

Service follow-up

Use rewards to make the next visit easier to discuss.

Loyalty in Yepsta

Rewards linked to CRM and billing

The business defines reward rules and Yepsta keeps earning and redemption context against the correct customer and eligible transactions.

Packages and memberships preview in Yepsta

Loyalty FAQ

Reward earning and redemption questions

Can a business define reward points or benefits? +

Yes. Businesses can configure reward workflows that fit their customer and billing approach.

How do customers earn rewards? +

Eligible earning is recorded from the configured business activity and connected to the customer profile.

How are rewards redeemed? +

Available rewards can be applied through the connected customer and billing workflow according to the business rules.

Are rewards connected to billing? +

Yes. Connecting earning and redemption to transactions reduces the need for a separate loyalty register.

Can staff see a customer’s reward context? +

Authorised staff can review available reward information in the customer profile before confirming a benefit.

See the workflow in context

Map loyalty to your service business.