Help Centre / Getting started / Loyalty, customer occasions and retail alerts
Getting started

Loyalty, customer occasions and retail alerts

Use customer activity and operational alerts to encourage repeat business.

Open Retail > Growth to review customer loyalty balances, recent activity, birthdays or other saved occasions, and operational alerts for the active business. Loyalty adjustments record the acting user and reason so points cannot change without an audit trail.

Use customer occasions to prepare respectful follow-up rather than sending messages automatically. Check communication preferences before contacting a customer. Alerts bring together conditions such as low stock, overdue customer balances and retail activity requiring attention. Resolve an alert only after the underlying issue has been checked.

Growth summaries are business-scoped and should be used alongside sales and margin reports. They do not guarantee customer demand or replace consent, privacy or marketing obligations.