Managing customer loyalty program using spreadsheets - the process is chaotic.

• Stamp cards disappear

  Customers forget them at home, lose them in their wallet, or never bring them back — and your loyalty program loses its value.
• Spreadsheets don't scale

  Two staff members editing at the same time creates conflicts. One wrong formula wipes out months of data.
• Manual tracking is error-prone

  Adding and subtracting points by hand is slow and unreliable — especially during busy hours.
• Over-redemptions happen

  Without a system checking balances, staff may accidentally give out rewards a customer hasn't earned — costing your business money.
• No visibility into performance

  You can't tell if your loyalty program is actually driving repeat visits without a way to track the data over time.

Earning Points

Recording a points earn — two fields, one tap, balance updated automatically.

Redeeming a Reward

The app checks the balance before saving — if points are short, the redemption is blocked automatically.

A customer's record — live balance at the top, full transaction history below.

Over-redemption blocked — the app won't let the save go through if the balance is too low.

🧑 Customers

Your customer list — with a live points balance that updates with every transaction.

The Customers table — every customer, their contact, and their live points balance.

🎁 Rewards

What customers can redeem — and how many points each reward costs.

The Rewards table — define your rewards and their point costs once, and staff picks from the list every time.

➕ Points Earned

A log of every time a customer earns points — linked directly to their customer record.

➖ Points Redeemed

A log of every redemption — linked to the customer and the reward they claimed.

Points Earned and Points Redeemed — every transaction logged, every customer accounted for.

Dashboard — Today's Loyalty Activity

The Dashboard — four widgets, zero effort, full picture of today's loyalty activity.

Analytics — Is Your Loyalty Program Actually Working?

The analytics page answers the questions that matter — filter everything by date range to review a campaign period or a specific month.

The Analytics page — track engagement trends and see how many points are still in circulation.

Find the Customer Loyalty Program template in the Ambisius catalogue — one tap to duplicate.

1. 1
   Find the template

   Open Ambisius and browse the template catalogue. Find the Customer Loyalty Program template — it's free to activate.
2. 2
   Duplicate it

   One tap. The full app — tables, rules, dashboard, and analytics — is copied straight into your account. Nothing to configure.
3. 3
   Add your rewards and customers

   Fill in your rewards — name and points required — and add your first customers. That's the only setup you need to do.
4. 4
   Start recording points

   Your loyalty program is live. Record your first earn transaction and watch the balance update instantly.

Your duplicated app — ready to use the moment you activate the template.

Just describe what you want — the AI handles the change for you.

• "Add a tier field to customers — Bronze, Silver, Gold"

  Segment your most loyal customers and treat them differently — exclusive rewards, priority service, or higher point multipliers.
• "Add a notes field to Points Earned"

  Record what triggered the points — a purchase, a referral, a birthday reward — so you always know the context behind each transaction.
• "Add a minimum spend field to Points Earned"

  Track how much was spent alongside how many points were given — useful for calculating your points-per-dollar rate over time.

The updated Customers table — a new Tier field added in seconds, no rebuilding required.

Frequently Asked Questions

• Can I use this template for free?

  Yes. The Customer Loyalty Program template is free to activate. Exploring and chatting with the AI costs nothing — credits are only used when you confirm a change to the app.
• What happens if a customer tries to redeem more points than they have?

  The app blocks it automatically. Before any redemption is saved, the system checks the customer's current balance. If there aren't enough points, the record won't go through.
• Can I set up different rewards with different point costs?

  Yes. Add as many rewards as you like to the Rewards table — each with its own name and points required. Staff pick from the list when recording a redemption.
• Can my staff use this without seeing everything?

  Yes. You control exactly what each team member can access — per section, per action. A cashier can record earn and redeem transactions without being able to view analytics or edit reward settings.
• Can I see a customer's full points history?

  Yes. Every earn and redeem transaction is logged with the customer, date, and points. You can filter either table by customer to see their complete history.
• Does this work on mobile?

  Yes. Ambisius works on iOS, Android, tablet, and any desktop browser — the same app, on every device your team uses.

A Loyalty Program Your Customers Will Actually Use

The best loyalty programs are simple — for your staff to run and for your customers to understand. This template gives you exactly that.

Your regulars already love your business — give them a reason to keep coming back.