This guide moves your store from one loyalty style to the other, Points to Cashback or back, and answers the question that matters most: what happens to the balances and tiers your customers already have.
Read it before you switch, because only one style runs at a time and every number on the page follows the one that is running.
Before you start
Loyalty & Rewards is part of your plan. If your plan does not include it, the page shows an upgrade card instead of the tabs.
Your role needs permission to manage loyalty, or the Save, Activate and Deactivate buttons are not there.
The style you leave is not deleted. Each style keeps its own members and their balances.
Step 1. Look at the balances first
Open View All Members and read down the Balance column while the old style is still running.
These balances stay saved after the switch, but while the other style runs, your customers cannot see them or use them. If many customers hold a balance, let them know before you switch.
Read the balance column before you switch to another style.
Step 2. Fill in the style you are moving to
Go back to Loyalty & Rewards and open the tab you want, Points or Cashback.
Fill in its form, Tier Thresholds included, because each style has its own tier lines.
Two tabs, two styles: open the one you are moving to and fill in its form, tier lines included.
Step 3. Make it the running style
Press Save on that tab. Saving stores your numbers and makes that style the one your store runs, and the style that was running stops.
If the tab was already saved before, its banner offers Activate instead, and that button does the same.
A tab that is already filled in offers Activate in its amber banner, and that one press switches the other style off.
Step 4. Check the banner before you leave the page
The banner on the new tab should now be green and say This program is live, and the tab should carry the Active badge.
The badge and the banner tell you which style your customers earn and spend with, so check them every time you save.
The green banner is the one to look for: the program is live, and the same banner carries Deactivate for the day you want to stop rewarding altogether.
Step 5. Expect the counters to start from zero
The four cards above the tabs, the members list and every balance in it belong to the style that is running. A style you have never run before starts with no members and nothing earned, and your customers start earning on it from their next order.
Tiers work the same way: a customer who was Gold on the old style has no tier on the new one until they earn again.
The four cards above the tabs belong to the style that is running right now: a style you have never run opens with all of them on zero.
Step 6. Switch back whenever you want
Switching the old style on again brings back its members, their balances and their tiers exactly as they were, and your customers can spend those balances again.
To stop rewarding altogether without picking another style, press Deactivate in the green banner instead.
The Active badge sits on the tab your customers are really earning on, and it moves the moment you activate another style.
Result
Your store runs the style you chose, its tab carries the Active badge, and the cards and the members list count it from the next order. The style you left keeps every balance it holds, ready for the day you go back to it.