Points on the sale,
spent on the next.
UpChannels runs a points program on the sales you already ring up. You set what spend earns and what a point is worth; members earn on every sale at the Register or on Create Order and spend points as money off a later one. Returns and cancellations take the points with them, so nobody types a balance.
Joined, earned, spent and given back
Growth → Loyalty Program, on every plan. Anyone in your store can create, edit and switch a program on or off; only the owner or a manager can delete one.
Members join
where you already work.
Tick customers on Growth → Customers and press Add to Loyalty (n), pick a program on a customer’s Loyalty Program card, or use Enroll on submit while ringing up a sale on Create Order. Every account opens at 0 points.
Points in proportion
to what they spend.
Spend and Points Earned are a rate, not a minimum: with $100 / 10 pts, a $150 order earns 15 points and a $50 order earns 5. Points are earned on the order subtotal after discounts, less any points used; tax, shipping and delivery fees don’t count. A sale at the Register earns the same way, because the Register saves exactly what Create Order saves.
Money off the total,
at the counter.
At the Register, a customer with points gets a Points row: Use asks the amount, up to what the points are worth and never above the total, and it comes off the amount due. On Create Order, the Loyalty Redemption box does the same. When the sale saves, the credit is recorded as a loyalty payment and the points come off the balance together; your books post it to Store Credit, a liability, not to cash.
When the sale changes, the points follow.
Points only ever move with an order, so a return, a cancellation or an edit puts the balance right on its own.
- A line is returnedThe points that line earned are taken back, in every program that earned on the order.
- A sale part-paid with points is refundedThe points’ share of the refund comes back as points, with the expiry date they had.
- The order is cancelledThe points it earned are taken back, and the points spent on it return as far as the store still owes that credit.
- The order is deletedThe points it earned are taken back, and every point spent on it returns.
- The points used on a saved order are changedRaising the credit takes more points; lowering or removing it gives the points back.
- The customer already spent themOnly what is left is taken back. A balance never goes below zero.
What the loyalty program does not do
- There is no member list, points history or reward catalog.
- Nobody can type a points balance or adjust points by hand, whatever their role. Points move only with an order.
- A member cannot be removed from a program or moved to another one.
- One program is one earning rule: no tiers, bonus days or birthday rewards.
- Customers have no points page or app, and the Customer Portal does not show points.
- A program with members cannot be deleted. Deactivate it instead; members keep their points.
Loyalty program questions, answered
Do I need a separate loyalty app?
How do I decide what a dollar should earn?
Do points expire?
What happens to points when something is returned?
What is the difference between points and store credit?
Can I set up tiers, like silver and gold?
Can customers check their own balance?
Loyalty Program & Rewards is one part of UpChannels
The UpChannels Loyalty Program gives a small retailer or service business a points program inside the system it sells from, on every plan. The owner sets how much spend earns how many points, what a point is worth and when points expire (6 months, 1 year, 2 years or never), and sees the reward rate as a percentage back while typing. Customers join from the customer list, their record or the sale form; they earn on each sale’s subtotal after discounts, not on tax or delivery fees, at the Register and on Create Order, and spend points as money off a later sale, recorded as a loyalty payment. Returns, cancellations and edits move the points with the sale, and points are kept separate from store credit.
UpChannels is an all-in-one platform for small retailers and service businesses — sales, inventory, customers, scheduling, delivery, payments and finance in one system — and a real team that builds your website, runs your ads, and automates the busywork. The parts below share one set of records, so there is no integration to wire up between them; the pricing page shows which plan includes each one.
The product moves faster than this page. UpChannels ships updates most weeks, so a description here can lag what is already in the software. Where the two disagree, the running product is the current version — tell us if you find one and we will correct the page.
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