Loyalty controls

Control your program start date and decide what activity is allowed before launch.

Use Loyalty controls to set a launch cutoff for your program.

This section also controls what staff and customers can do before that date.

Where to find it

1. Log in to your Perkville business dashboard.

2. Go to Settings.

3. Select Business info.

4. Go to Loyalty controls.

What each setting does

Don't accept or create loyalty activity dated before

This is your program start date and time.

After you set it, Perkville will block loyalty activity dated earlier than that timestamp.

Use this when you want a clean launch date and do not want older activity counted.

The cutoff uses the timezone shown next to the field, which is determined by your primary location's timezone. To alter this, you will need to update your primary location's timezone.

Pre-launch info message

This message appears when someone reaches the program before it is active.

Use it to explain that the program has not launched yet and where to send questions.

Good messages usually include:

• when the program will become active

• whether staff can help before launch

• a support email or phone number

Allow referrals before start date

Turn this on if you want referrals to be accepted/submitted before the launch date.

Leave it off if you want referral activity to begin only after launch.

Allow staff to manually add/redeem points to accounts before start date

Turn this on if staff should be able to manually add points before launch.

This is useful for setup, corrections, and controlled testing.

Leave it off if no points should be earned/redeemed before the program starts.

If you add points using perks that allow emails to be sent, this will result in the customer(s) receiving email invites. To prevent this, make sure to add points via Point Adjustment or turn off emails for the specific perk.

Allow staff to earn/redeem points before start date

Turn this on if staff should be able to participate before launch.

This is commonly used for training, QA, or a soft launch.

If this option stays off, staff must wait until the start date.

Who can earn/redeem points before the start date?

This appears after you allow staff to earn or redeem points before launch.

Use it to choose which staff members get early access.

If All staff members is selected, any user with staff access can participate before the start date.

To manage staff access, see Staff members.

Common setup patterns

Hard launch

Use this if nothing should happen before go-live.

• Set the start date and time.

• Leave all pre-launch checkboxes off.

• Add a pre-launch message for customers and staff.

Soft launch for staff

Use this if staff should test the program before customers.

• Set the start date and time.

• Turn on Allow staff to earn/redeem points before start date.

• Choose which staff can participate.

• Optionally allow manual point adjustments.

Early referral campaign

Use this if you want to collect referrals before launch.

• Set the start date and time.

• Turn on Allow referrals before start date.

• Add a message that explains when rewards or full program access begin.

Best practices

• Double-check the timezone before saving.

• Keep the pre-launch message short and specific.

• Give early access only to staff who need it.

• Review these settings again on launch day.