PerkDay Rewards

PerkDay Rewards

Setup and register guide

PerkDay supports USD Shopify POS stores using tax-exclusive pricing.

1. Install and approve the plan

Install PerkDay through Shopify, review the requested permissions, and select a plan in Shopify's pricing flow. PerkDay opens embedded in Shopify Admin; never enter your shop domain into an unrelated website.

2. Review the program

Confirm the point name, earning rate, and expiration period. Customers redeem 100 points for $1 off. New settings take effect prospectively so prior purchases and refunds retain their original rules.

3. Add the POS tile

Sign into Shopify POS for the same store. From the smart grid, tap Add tile, choose App, select PerkDay Rewards, and save. The tile can be added before rewards are activated. Add it to each register that will use the program.

4. Accept the Terms and activate rewards

Return to PerkDay in Shopify Admin and continue to Turn on rewards. Review your program rules and eligible purchases, then read the PerkDay Rewards Terms of Service. Check all three boxes: acknowledge the program rules, acknowledge that each register needs the tile and testing, and accept the Terms on behalf of your business. Select Activate PerkDay Rewards. New eligible purchases earn points from activation onward.

5. Test earning and redemption

  1. After activation, add a small eligible merchandise item and a test customer to the POS cart. Open PerkDay and note their balance, then close the tile and complete the purchase and payment.
  2. Start a new cart, add the same customer, and reopen PerkDay. Once Shopify confirms payment, their balance should increase using your earning rule. If it is still updating, wait a moment and tap Refresh balance. You can also check the customer in PerkDay in Shopify Admin.
  3. Add another eligible merchandise item to that customer's new cart. Open PerkDay and select Apply available points. Return to the cart, confirm the reward discount appears, and complete payment with the same customer attached.
  4. Add the same customer to a new cart and reopen PerkDay to check the updated balance. In Shopify Admin, open PerkDay's Activity page to confirm the redemption and any points earned on the amount paid.

If you do not want to keep the test purchases, refund them afterward. Finish the redemption test before refunding the first purchase. Refunds reverse earned points; cash refunds do not automatically restore points used for a reward.

6. How rewards work

  • Only eligible in-person merchandise earns points.
  • Tax, shipping, tips, gift cards, and online orders are excluded.
  • Reward discounts can combine with eligible order and product discounts, but not shipping discounts.
  • Interrupted redemptions can require staff review before release.
  • Cash refunds do not automatically restore redeemed rewards.

Need help?

Visit support or email support@perkdayrewards.com.