Customer intelligence layer

Don't replace your POS. Make it smarter about your customers.

Your POS knows what was sold. LoyaltyOS learns who bought it, how often they come back, what keeps them loyal — and what to do next when they stop showing up.

See how it connects

2 weeks free on every plan · change or cancel any time

No new register No new checkout No double entry
Connector layer How it fits
Direct APIWorking
SquareWorking
ToastPlanned
CloverPlanned
ShopifyPlanned
WooPlanned
LoyaltyOS Customer relationship engine
Customer 360Who they are
Loyalty + rewardsEarn, redeem, return
RetentionAt-risk signals
AI insightsWhat to do next
Gift cardsStored value
ReferralsCustomer-driven
Social rewardsPost, tag, earn
Driver perksPickup analytics
SquareToastCloverShopifyWooCommerceLightspeedDirect API SquareToastCloverShopifyWooCommerceLightspeedDirect API

01 / Difference

The split is simple

Your system records the sale. LoyaltyOS builds the relationship.

Nobody is asking you to change how you take payments. LoyaltyOS reads what your existing systems already know and turns it into loyalty, retention, and customer intelligence.

Your POS / commerce system

What happened?

LoyaltyOS

What happens next?

Payment completed
Reward progress updated
Products purchased
Product affinity + preferences
Location and time
Visit frequency and peak windows
Refunds
Experience and churn signals
Customer identity, when captured
Customer 360 profile + next best action

02 / Connectors

Works with what you run today

Connect the tools you already use.

LoyaltyOS is built around a connector layer, so you keep your current checkout and never key the same sale in twice.

Two of these work today. The rest are planned, and the fields listed on a planned connector are scope, not shipped functionality — we would rather you knew that before you signed up than after.

Direct API

Working

Push sales straight from whatever you already run. A signed key, one endpoint, and the same sale sent twice is recorded once.

TransactionsLine itemsCustomersRefunds
provider: ingestion_api

Square

Working · setup needed

Sales and refunds flow from Square as they happen, with tax and tip kept separate so points are never paid on either. Proven against a live Square sandbox; not yet run against a production Square account, and connecting it takes an operator, not a button.

TransactionsLine itemsRefunds
provider: square

Shopify

Coming soon

Online and in-person commerce connector covering orders and customer records.

CustomersOrdersProductsLocations
provider: shopify

WooCommerce

Coming soon

Store, customer, and order connector for self-hosted WordPress commerce.

CustomersOrdersProductsRefunds
provider: woocommerce

Toast

Coming soon

Restaurant transaction and guest connector with line-item detail.

CustomersTransactionsLine itemsLocations
provider: toast

Clover

Coming soon

Merchant commerce connector for Clover devices and payment records.

CustomersTransactionsProductsRefunds
provider: clover

Lightspeed

Coming soon

Retail and hospitality connector for multi-location operators.

CustomersTransactionsProductsLocations
provider: lightspeed
NO

New register

Keep the hardware and the checkout flow your staff already knows. Nothing on the counter changes.

NO

New checkout

LoyaltyOS never tries to become your POS. It sits beside the system of record, not in front of it.

NO

Double entry

Connected systems feed LoyaltyOS automatically. If your POS already knows the sale, we do too.

03 / Rollout

Use it your way

Start in an afternoon. Deepen whenever you're ready.

Each stage builds on the one before it. Run QR-only forever if that's all you need — or connect your systems and let the intelligence layer switch on as clean data accumulates.

STAGE 01 · QR ONLY

Start immediately.

No POS connection required. Print a code, open for business.

  • Digital loyalty cards
  • Visit tracking
  • Gift cards
  • Referrals
  • Social rewards
  • Driver Perks
  • Basic customer analytics
STAGE 02 · CONNECTED

Let the data flow.

Link your POS or commerce platform and stop typing sales twice.

  • Automatic transaction sync
  • Products and line items
  • Spend analytics
  • Lifetime value
  • Average ticket
  • Product preferences
  • Advanced segmentation
STAGE 03 · INTELLIGENCE

Know what to do next.

As reliable history accumulates, the advisory layer unlocks.

  • Retention signals
  • At-risk customers
  • Product affinity
  • Peak-time intelligence
  • Campaign recommendations
  • AI Business Advisor
  • Win-back opportunities

04 / Intelligence

Customer command center

Turn transactions into a customer story.

Clean data from the systems you already run lets LoyaltyOS build a real profile — and answer the questions owners actually ask on a slow Tuesday.

  • QWho are my best customers?
  • QWho has quietly stopped coming back?
  • QWhat do repeat customers actually buy?
  • QWhen are my slowest and busiest windows?
  • QWhat campaign should I run next?

Customer 360

Marcus Johnson

MEMBER SINCE 03/2024 · ID 4417

At risk
Total visits23
Lifetime spend$1,184
Avg ticket$51.48
Frequency2.8/mo
Top categoryEntrées
Days since visit24
Recent activityTicket
Gap detected24 days
Jul 30Dinner · 2 items$58.20
Jul 22Dinner · 3 items$71.40
Jul 14Lunch · 1 item$19.95
Jul 05Dinner · 2 items$54.10
AI insight

Marcus normally returns every 7–10 days. It has been 24 days. His pattern is Thursday dinner, entrée-led, around $55 — a limited-time comeback reward matched to that pattern is the highest-probability recovery here.

SEND WIN-BACK OFFERADD TO AT-RISK SEGMENT

05 / Fit

Built for counter businesses

Where repeat visits are the whole business.

Coffee & bakery

High-frequency, low-ticket. Punch-card loyalty and morning-window intelligence.

Restaurants & QSR

Ticket and line-item detail turn into entrée affinity and at-risk regulars.

Retail & boutique

Product preference and lifetime value across in-store and online carts.

Services & salons

Appointment cadence, rebooking gaps, and referral rewards for regulars.

06 / Trust

Your data, your terms

A connector you can see, audit, and switch off.

Scoped access

Read what's needed, nothing else.

Connectors request the narrowest scopes required for loyalty and analytics — customers, transactions, products, locations, refunds.

Revocable

Disconnect at any time.

Disconnect from LoyaltyOS and it stops accepting the data, immediately and for good — keys are revoked in the same move, so anything still pushing is refused.

Sync health

Always know the state of the pipe.

Last successful sync, record counts, data quality warnings, and connection errors are surfaced so you know when analytics may be incomplete.

Ownership

Your customer list stays yours.

Export your customers, visits, and reward balances whenever you want. No lock-in on the relationship you built.

07 / Pricing

Two weeks free · one price per plan

Pay for the stage you're in, not the one you're not.

Every plan starts with a 14-day free trial and includes unlimited customers and unlimited reward redemptions. Connect a system whenever you're ready — the plan follows the stage you're in.

Starter

QR-ONLY MODE
$15/ mo

First 14 days free

Everything you need to launch loyalty this week, with no integration work at all.

  • 1 location
  • Digital loyalty cards
  • Visit tracking
  • Gift cards
  • Referrals + social rewards
  • Basic customer analytics
  • Unlimited customers

Growth

POS SYNC ENABLED
Recommended
$49/ mo

First 14 days free

Link your POS or commerce platform and get spend, product, and segmentation data automatically.

  • Up to 3 locations
  • Everything in Starter
  • Automatic transaction sync
  • Spend analytics
  • Lifetime value + average ticket
  • Product preferences
  • Advanced segmentation

Pro

ADVISORY LAYER
$149/ mo

First 14 days free

The full advisory layer for operators who run on numbers, not gut feel.

  • Up to 10 locations
  • Everything in Growth
  • At-risk + churn signals
  • Product affinity modeling
  • Peak-time intelligence
  • Campaign recommendations
  • AI Business Advisor

08 / FAQ

Straight answers

The questions owners ask first.

Do I have to connect my POS?

No. LoyaltyOS runs in QR-only mode with loyalty, visits, gift cards, referrals, social rewards, Driver Perks, and basic analytics. Connecting a POS simply unlocks richer purchase and product intelligence.

Will my staff have to enter transactions twice?

No. Connected mode is built around zero double entry. If your existing system already knows the transaction, LoyaltyOS receives it through the connector instead of asking anyone to re-key it.

Does LoyaltyOS replace Square, Toast, Clover, or Shopify?

No. LoyaltyOS is the customer relationship, loyalty, retention, and intelligence layer that sits beside your existing commerce tools. Your system of record stays exactly where it is.

What happens if my integration disconnects?

The platform surfaces integration health, last successful sync, data quality, and connection issues, so you know immediately when analytics may be incomplete. Reconnecting the Direct API is a key you already hold; Square today is a short setup rather than a one-click reauthorization.

How long before the intelligence layer is useful?

Visit-based signals appear as soon as customers start checking in. Spend and product intelligence sharpen as connected transaction history accumulates. How fast that becomes useful depends on your visit rhythm, and we will not put a number on it we have not measured — the product refuses to show a trend it does not have the data for, and says so on the tile rather than drawing a confident line through three points.

How does the free trial work?

Every plan starts with a 14-day free trial, including the Pro tier. Set up QR loyalty, connect a system, run real campaigns — the full plan is unlocked for the whole two weeks, and you can change or cancel your plan at any point during it.

Can I run more than one location?

Yes. Each plan covers a set number of locations — one on Starter, three on Growth, ten on Pro — for a single monthly price. Analytics can be viewed per location or rolled up across the whole business.

Keep your system. Add the customer layer.

Your POS knows what sold. Let's figure out who bought it.

Take two weeks on us. Start with QR-only loyalty today, connect the systems you already run whenever it makes sense, and let the intelligence switch on as the data fills in.