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Shopify POS Guide

Mage Loyalty works directly inside your Shopify POS app, giving you and your staff everything you need to manage customer loyalty right from the checkout screen.

Written by Kris - Mage Loyalty
Updated over 3 weeks ago

Getting Started

You'll see a Mage Loyalty tile on your POS home screen. Simply add a customer to the cart, tap the tile, and you'll have instant access to their points balance, rewards, and history.

If you don't see the tile, head to POS Settings > Home Screen > Add Tile and look for Mage Loyalty. You can also view a customer's loyalty summary by tapping into their profile from the customer details screen.

Redeeming Rewards

You can redeem a reward on behalf of a customer directly from the POS app. This creates a discount code that can be applied to their current transaction.

To redeem a reward:

  1. Add the customer to the cart

  2. Tap the Mage Loyalty tile on the home screen

  3. Tap Redeem Reward

  4. Browse the available rewards β€” you'll see both regular rewards and any tier-specific rewards the customer is eligible for if VIP tiers is enabled.

  5. Tap the reward you'd like to redeem

  6. Review the points summary showing their current balance, the reward cost, and what their balance will be after

  7. Tap Confirm Redemption

A discount code will be generated and shown on screen. You can then apply it to the customer's cart.

Giving a reward for free: If you'd like to issue a reward without deducting any points, toggle on Give reward for free on the confirmation screen before confirming. The customer will receive the discount code but no points will be deducted from their balance.

Not enough points? If the customer doesn't have enough points for a reward, you'll see a message letting you know. You can still proceed by toggling on the free reward option.


Viewing Customer Rewards

You can view all the rewards a customer has previously redeemed, along with their discount codes and current status.

To view customer rewards:

  1. Tap the Mage Loyalty tile

  2. Tap Customer Rewards

  3. You'll see a list of all their redeemed rewards, showing:

    • The reward name

    • The discount code

    • The status (active, used, or expired)

    • When it was redeemed and when it expires

Applying a reward to the cart: If a customer has an active reward they haven't used yet, you can tap the Apply button next to the discount code. This will automatically apply the discount to their current cart β€” no need to type the code in manually.


Points History

The points history screen gives you a detailed view of how a customer has earned and spent their loyalty points over time.

To view points history:

  1. Tap the Mage Loyalty tile

  2. Tap Points History

  3. You'll see a list of all point transactions, showing:

    • The earning rule (e.g. "Points per Purchase") or "Manual" for manual adjustments

    • The number of points earned or deducted

    • The status of each entry (approved, pending, or expired)

    • Whether the points count towards their lifetime total

    • Any notes left by staff on manual adjustments

If a bonus campaign was active when points were earned, you'll see a badge showing the campaign name and the multiplier that was applied (e.g. "2x").


Adjusting Customer Points

Sometimes you may need to manually add or remove points from a customer's account β€” for example, to correct a mistake, reward a customer for something that happened in-store, or handle a special situation.

To adjust points:

  1. Tap the Mage Loyalty tile

  2. Tap Adjust Points

  3. Select whether you want to Add Points or Deduct Points

  4. Enter the number of points

  5. Choose whether to also update their lifetime points total (this is on by default)

  6. Optionally add a note explaining the reason for the adjustment β€” this will be visible in their points history

  7. Tap the button to confirm

The customer's balance will be updated immediately. If you added points, the customer will also receive an email notification letting them know about their new points.

All adjustments made through POS are recorded in the customer's activity log and clearly marked as POS actions, so you'll always have a clear audit trail.

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