Incentive Programs

An Incentive Program defines how staff or partner incentives accrue — for example, a commission on sales — separately from customer-facing loyalty rewards.

Requires the Loyalty & Rewards module.

Creating a program

1. Go to Settings → Rewards → Incentive Programs.
2. Click + New Program.
3. Define the programme's accrual rules.
4. Save.

Tracking accrued incentives

Incentives lists every incentive accrued under your programmes, per recipient, with an incentive summary giving a rolled-up total.

Settling incentives

Once an accrued incentive is ready to be paid out, settle it from the incentives list — this records the payout against the incentive so it's no longer shown as outstanding.

Managing programs

Update or delete an incentive programme at any time — deleting a programme doesn't remove incentives already accrued under it.

Tips

• Review the incentive summary regularly if programmes run continuously, rather than only checking in at settlement time.
• Settle incentives on a predictable schedule (e.g. monthly) so recipients can rely on a consistent payout cadence.