Exclude Menu Items From Earning Loyalty Points

In this Article:

• Loyalty Eligibility Overview
• Exclude Menu Items From Loyalty

Loyalty Eligibility Overview

There are a number of reasons why you might decide that certain menus, menu groups, or items should not be eligible for earning points in your Loyalty program. A few examples include:
 

• Items with limited availability
• Prime costs and profit margins
• Special menus for things like catering or events
• Legal or regulatory requirements

If you'd like to exclude certain menu groups or items from earning Loyalty points, follow the steps listed below. 

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Exclude Menu Items From Loyalty

This configuration is often used to exclude things like your catering menu from your Toast Loyalty program. Keep in mind that if you exclude an entire menu from your Loyalty Program, any item within that menu will not be eligible for point accrual or redemption.

1. In Toast Web, navigate to Menus > Bulk management > Advanced properties.
2. Open the Show/Hide drop-down and select Exclude from Rewards Program?
3. Use the arrow (>) icons to expand your menus until you see the menu, group, or item you'd like to exclude from Loyalty.
4. Use the drop-down menu on the Exclude from Rewards Program? column to select Yes. This will mean that the menu, group, or item will not count for earning or redeeming points.
5. Repeat as desired for other menus, items, or groups. 
6. Save and publish your changes.

Note: Remember that items will inherit settings from the menu group or menu unless it's changed at the item level. For example, if you want to exclude House Margaritas from your Loyalty program but not the rest of your Beverages, you can change the configuration for on specific item, as seen below:

Certain laws or regulations may restrict the types of items you can include as eligible for earning loyalty points. Applicable laws or regulations may also restrict the types of items you can redeem loyalty points to purchase. For example, in certain regions it is not permitted to allow guests to use or accrue loyalty rewards for alcohol products. You are responsible for adhering to all applicable laws, rules and regulations when it comes to running your loyalty program. If you are not sure whether you are required to impose restrictions you should consult with your legal advisor.