Managing Loyalty Accounts and Rewards

View customer loyalty point balances and transaction history
Understand loyalty tiers and how customers earn rewards
Track and manage customer loyalty account activity

What is a Loyalty Account?

When a customer makes their first qualifying purchase at your bakery, BakeOnyx automatically creates a loyalty account for them. This account tracks their points, rewards tier status, and all point-related activity. It's a great way to reward repeat customers and build long-term relationships with your regulars.

Note: Loyalty accounts are available on the Professional+ plan. If you're not yet on this tier and want to enable customer rewards, contact your account manager.

Accessing a Customer's Loyalty Account

Navigate to the Customers section from the main menu.
Search for or select the customer whose loyalty account you want to view.
Click the Loyalty Account tab on the customer's profile page.

You'll now see a complete overview of their loyalty status and activity.

Understanding Loyalty Account Information

Current Points and Balance

The Current Points field shows how many points the customer has available to redeem right now. Points are earned with every purchase and can be spent on discounts or rewards. The Lifetime Points counter shows the total points they've ever earned, which helps you see how valuable a customer is to your business.

Loyalty Tier Status

Customers progress through four loyalty tiers as they spend more:

Bronze: Entry level for all new loyalty members
Silver: Unlocked after reaching a spending milestone
Gold: Premium tier with better rewards
Platinum: VIP status for your most loyal customers

Each tier offers better point earning rates and exclusive perks. The Tier Achieved date shows when the customer reached their current tier.

Transaction History

Scroll down to see a complete record of all loyalty activity. Each transaction shows:

The type of activity (earned points, redeemed points, bonus points, or adjustments)
The number of points involved
A description of what triggered the transaction
The date and time of the activity
The linked order (if applicable)

This history is useful for answering customer questions about their points or troubleshooting any discrepancies.

Special Loyalty Features

Birthday Bonuses

BakeOnyx automatically awards bonus points to customers on their birthday. Make sure customer birth dates are entered in their profile so they don't miss out on this special reward!

Punch Cards

Some bakeries use punch cards alongside points. The Punch Count field tracks how many punches a customer has earned. When they reach a certain number, they can redeem a free item or discount.

Tip: Use loyalty accounts to identify your best customers. Sort by lifetime points to see who deserves special attention—maybe a handwritten thank-you note or an exclusive offer for their next visit.

Redeeming Points During Orders

When you create a new order for a loyalty customer, you can apply their points as a discount at checkout. The system will automatically track points earned and redeemed on that order, keeping the loyalty account up to date.

Warning: Points expire if not used within 12 months of earning them. Check the transaction history to see if a customer has points nearing expiration and encourage them to use their rewards.

Next Steps

Creating a New Order — Learn how to process orders and apply loyalty discounts
Managing Wholesale Customers — Set up different customer types in BakeOnyx
Using Bake Buddy (AI Assistant) — Get help answering customer questions about their loyalty rewards