Setting up cashback

In cashback mode you set a percentage and that share of every spend comes back to the customer as credit. Open Loyalty in the sidebar.

Who it suits

Garages, trades and anyone whose average job runs into the hundreds. A stamp card makes no sense when someone visits twice a year, but five per cent back on a £600 job is £30 they can feel.

Setting the percentage

Treat it as a discount you are choosing to defer. Two to five per cent is the sensible range for most trades. Ten per cent sounds generous and eats a lot of margin.

No reward menu needed

Cashback has no threshold and no reward list. Credit accumulates and gets used against future work, which is less to explain and less to maintain.

Telling customers

Cashback works best when it is mentioned at the point the bill is settled. Somebody paying £600 who is told £30 is waiting for them next time has a reason to come back rather than shop around.

Common questions

Is cashback paid out as money?

No. It is credit towards future work with you, which is the point of it.

Does cashback expire?

Set an expiry if you want one. Long-lived credit is a liability that builds up quietly, so it is worth considering.

Can I run cashback on some services only?

The percentage applies to the scheme. To reward particular work, a discount or a promotion is the better tool.