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How do I see which customers are nearing a loyalty reward?

How do I see which customers have earned a loyalty reward or are nearing a loyalty reward? I do not see this option in the customer filters or loyalty reports/activity.

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Square Community Moderator

Hi @Rusticseasons and welcome to the Community.

 

You can do this on the POS app and the Dashboard!

On the Dashboard: 

  • Go to > Customers and choose > Directory
  • Click on the blue header for > All Customers 
  • Select > Nearing A Loyalty Reward​​​​​​​

On the App:

  • Select > Customers 
  • Click the 3 dots in the upper right hand corner
  • Select > View Groups
  • Select > Nearing A Loyalty Reward

 

 

Ashley C
Community Moderator, Square
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