Hospitality & Restaurant · Technology & Systems
Loyalty program SOPs
A written procedure guide for how staff enroll guests, award and redeem loyalty points, and handle account problems.
What it usually contains
- Steps for signing up guests and capturing contact details
- How to look up accounts and apply points or rewards at the register
- Rules for manual point adjustments and manager approvals
- Handling of lost cards, duplicate accounts, and expired rewards
- Guest data privacy and consent requirements
What the assistant uses it for
Use it to answer how a cashier or server should apply a loyalty discount, enroll a new member, or fix a missing-points complaint, and who must approve manual changes.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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