SquareSync for Woo
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Set Up Loyalty Program

Set Up Loyalty Program

Enable Square Loyalty rewards for your WooCommerce customers.

Integrate Square's Loyalty program with your WooCommerce store. Customers earn and redeem points for online and in-store purchases.

Overview

With Square Loyalty integration, your customers can:

  • Earn points on WooCommerce purchases
  • Redeem points for rewards at checkout
  • Track their loyalty status online
  • Use points across online and in-store purchases

Prerequisites

Before setting up loyalty:

  • Active Square Loyalty program
  • SquareSync for Woo Pro 7.7.0 or higher
  • Connected Square account

Step 1: Enable Loyalty Features

  1. Go to SquareSync for Woo > Settings > Loyalty Program
  2. Toggle Point Accruing to allow customers to earn points
  3. Toggle Point Redeeming to allow customers to use points
  4. Click Save Changes

Step 2: Choose Calculation Method

Select how points are calculated for orders.

Square handles all point calculations automatically.

Advantages:

  • Fully automated calculations
  • Item eligibility set in Square account
  • Points tied to Square orders/transactions
  • Includes shipping in point calculations

Considerations:

  • Shipping costs may over-earn points
  • Less control over specific items

Best for: Businesses wanting simplicity and consistency with in-store loyalty.

Step 3: Save Permalinks

After enabling loyalty features, refresh your permalinks:

  1. Go to Settings > Permalinks in WordPress
  2. Click Save Changes (no modifications needed)
  3. This registers the loyalty dashboard URLs

Customer Experience

Earning Points

Customers earn points automatically when:

  1. They place an order
  2. Payment is completed
  3. Order meets eligibility requirements

Points appear in their account after order completion.

Viewing Points

Customers can view their points:

  • On their account dashboard
  • Using loyalty shortcodes you place on pages
  • Through the loyalty widget

Redeeming Points

At checkout, customers can:

  1. See their available points
  2. Choose to apply points to their order
  3. Receive a discount based on point value

Linking Customers

For loyalty to work, customers must be linked between WooCommerce and Square.

Automatic Linking

When a customer:

  1. Creates a WooCommerce account
  2. Places an order
  3. Their email matches a Square customer

They're automatically linked.

Manual Linking

For existing customers, link them by:

  1. Going to their WooCommerce customer profile
  2. Using the Square customer lookup
  3. Confirming the match

Troubleshooting

Points not accruing

  • Verify loyalty program is enabled
  • Check calculation method settings
  • Confirm order completed successfully
  • Verify customer is linked to Square

Redemption not working

  • Check Point Redeeming is enabled
  • Verify customer has sufficient points
  • Confirm reward is configured in Square
  • Check for minimum order requirements

Customer not linked

  • Verify email addresses match
  • Check Square customer exists
  • Try manual linking
  • Confirm API connection is active

Dashboard not loading

  • Re-save permalinks
  • Clear caching plugins
  • Check for theme conflicts
  • Verify shortcodes are correct

Points discrepancy

  • Compare Square and WooCommerce order history
  • Check calculation method consistency
  • Review for cancelled or refunded orders
  • Audit point earning rules
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