# Loyalty and Reward Configuration

### Loyalty Program

The Freebees app supports loyalty/reward programs as well as gift cards.  If you have a loyalty program, you need to enable and configure the function as explained in the following sections:

* [Enable or Disable Loyalty](#enable-or-disable-loyalty)
* [Configure Loyalty Options](#configure-loyalty-options)
* [Tax Calculation](#tax-calculation)
* [Configure Tax Calculation Options](#configure-tax-calculation-options)
* [Show or Hide Disabled Function Buttons](#show-or-hide-disabled-function-buttons)

{% hint style="info" %}
NOTE: If you do not currently have a loyalty program and you wish to add one, you must contact Freebees to add the loyalty program to your account.
{% endhint %}

***

### Enable or Disable Loyalty

If you have added a Freebees loyalty program to your merchant account, you need to enable the loyalty feature on your terminal before customers can begin redeeming any rewards.

#### **To enable the loyalty feature on the terminal:**

1. On the main page, touch the **ADMIN** button at the bottom of the screen.

\
![Admin button](https://documentation.payfacto.com/PF_GiftCard/UG/CA-EN/assets/images/AdminButton.png)

2. In the **Loyalty** section, toggle the **Enable loyalty** button to **On**. Loyalty function options appear below the toggle button.<br>

<figure><img src="https://3906380439-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6flXtoPk5hDLO7lHpA2z%2Fuploads%2F8t1On31QQTUusgXuToZj%2FConfigLoyalty.png?alt=media&#x26;token=ac23f0e6-0e6a-4c21-8c82-98105445c111" alt=""><figcaption></figcaption></figure>

3. To disable the loyalty feature, toggle the **Enable loyalty** button to **Off**.

***

### &#x20;Configure Loyalty Options

When you enable the loyalty function, you need to configure certain options to set which transactions affect the loyalty program.

#### **To configure the loyalty feature options:**

1. On the main page, touch the **ADMIN** button at the bottom of the screen.

![Admin button](https://documentation.payfacto.com/PF_GiftCard/UG/CA-EN/assets/images/AdminButton.png)

2. In the **Loyalty** section, Touch **Enabled functions** to expand the configurable options.

![Enable or disable loyalty feature options](https://documentation.payfacto.com/PF_GiftCard/UG/CA-EN/assets/images/ConfigLoyalty_SetOptions.png)

{% hint style="info" %}
NOTE: By default, all configurable options for the loyalty  function are enabled when you activate the loyalty feature. If you disable one or more of these features, you risk that customers may accumulate rewards faster than anticipated.
{% endhint %}

3. Enable or disable the loyalty functions to meet your business needs. The configurable options are:

* **Redeem and Accumulate**: When enabled, this options allows customers to accumulate loyalty/reward units and redeem the accumulated units to purchase goods.
* **Cancel**: When enabled, this option allows you to cancel a transaction that would otherwise accumulate on a loyalty/reward card.
* **Refund**: When enabled, this option allows you to refund a transaction that would otherwise accumulate on a loyalty/reward card.&#x20;

***

### &#x20;Tax Calculation

When you enable the loyalty function, you can choose to have the Freebees app calculate the tax automatically after you enter the subtotal amount for the purchase.

{% hint style="info" %}
NOTE: If you enable tax calculation, you need to use the [*Configure Tax Calculation Options* ](#configure-tax-calculation-options)procedure to set the total tax percentage.
{% endhint %}

#### **To enable or disable the tax calculation in the loyalty feature:**

1. On the main page, touch the **ADMIN** button at the bottom of the screen.

\
![Admin button](https://documentation.payfacto.com/PF_GiftCard/UG/CA-EN/assets/images/AdminButton.png)

2. In the **Loyalty** section, toggle the **Calculate tax** button to **On**. Tax calculation options appear below the toggle button.

\
![Enable or disable tax calculation](https://documentation.payfacto.com/PF_GiftCard/UG/CA-EN/assets/images/ConfigLoyalty_CalculateTax.png)

3. To disable the tax calculation feature, toggle the **Calculate tax** button to **Off**.

***

### &#x20;Configure Tax Calculation Options

When you enable tax calculation for the loyalty/reward program, you must configure the total tax percentage that is added to the subtotal for the purchase and select whether the purchase subtotal can be edited before completing the transaction.

{% hint style="warning" %}
IMPORTANT! If your location collects more than one sales tax, you need to enter the amount of all applicable taxes.
{% endhint %}

#### **To set the tax calculation in the loyalty feature:**

1. On the main page, touch the **ADMIN** button at the bottom of the screen.

![Admin button](https://documentation.payfacto.com/PF_GiftCard/UG/CA-EN/assets/images/AdminButton.png)

2. In the **Loyalty** section, touch **Tax percentage** and enter the total tax percentage in the field and touch **OK**.

![Set tax percentage](https://documentation.payfacto.com/PF_GiftCard/UG/CA-EN/assets/images/ConfigLoyalty_CalculateTax_SetTax.png)

3. If you want to allow the subtotal to be modified before completing the transaction, toggle the **Subtotal edit** button to **On**.&#x20;

![Enable or disable editing of subtotal](https://documentation.payfacto.com/PF_GiftCard/UG/CA-EN/assets/images/ConfigLoyalty_CalculateTax_EditSubtotal.png)

4. To disable the ability to edit the subtotal, toggle the **Subtotal edit** button to **Off**.

***

### Show or Hide Disabled Function Buttons

When you enable the loyalty function, you can choose to show or hide function buttons that are not used as part of the loyalty program. By default, the app displays all buttons, whether they are used or not for the selected function.

**To show or hide disabled function buttons:**

1. On the main page, touch the **ADMIN** button at the bottom of the screen.

![Admin button](https://documentation.payfacto.com/PF_GiftCard/UG/CA-EN/assets/images/AdminButton.png)

2. In the **Loyalty** section, toggle the **Show disabled functions** button to **On**.&#x20;

![Enable or disable tax calculation](https://documentation.payfacto.com/PF_GiftCard/UG/CA-EN/assets/images/ConfigLoyalty_ShowDisabledButtons.png)

3. To hide disabled function buttons, toggle the **Show disabled functions** button to **Off**.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.payfacto.com/payfacto-knowledge/canada-doc-center/applications/payfacto-gift-powered-by-freebees/loyalty-and-reward-configuration.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
