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Feature · Restaurant Snapshot

Restaurant Loyalty Program Automation in GoHighLevel

Visit-tracked rewards via Toast, Square, or Clover. Silver/gold/VIP segmentation, points math, redemption SMS — no paper stamps, no plastic cards.

Included in the snapshot Installed in 24 hours Lifetime updates
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The paper punch card died the same week the QR menu was born. The Loyalty Program automation reads every POS check from Toast, Square, or Clover, adds points to the diner’s contact record in real time, and triggers a redemption SMS the moment a reward is earned — no app download, no plastic card, no host-stand confusion at the front door.

What it ships with

  • GHL workflows: Loyalty – Visit Credit, Loyalty – Tier Upgrade, Loyalty – Reward Earned, Loyalty – Reward Redeemed, Loyalty – Dormant Diner
  • POS webhook receivers for Toast, Square, and Clover (closed-check events)
  • Tier logic: Silver (1-4 visits), Gold (5-9 visits), VIP (10+ visits)
  • Points-to-rewards math: 1 point per $1 spent, 250 points = $25 reward (operator-tunable)
  • SMS templates for credit notification, reward earned, redemption confirmation
  • Custom fields: loyalty_points, loyalty_tier, lifetime_spend, last_visit_at, visit_count, reward_balance

The flow (step-by-step)

1. Check closes at the POS

Toast/Square/Clover fires a webhook with the diner’s phone number (captured at the POS during payment or at booking), check total, daypart, and items.

2. Visit credit posted

Points equal to the check subtotal are added to loyalty_points. visit_count increments by 1. last_visit_at updates. The diner gets a ”+$47 — thanks for dining with us, you’re at 312 points” SMS within 60 seconds of walking out the door.

3. Tier evaluation

If visit_count crosses 5 or 10, the tier flips and a separate upgrade message fires: “You just hit Gold — your next dessert is on us.” Tier upgrades are sticky for 12 months from last visit.

4. Reward redemption

When points cross the threshold (default 250), a reward voucher is generated with a unique 6-digit code. SMS: “You’ve earned a $25 reward. Show code 4G8H2K to your server next visit. Expires [60 days out].“

5. Redemption at the POS

The server enters the code as a comp line in Toast/Square/Clover. The closing webhook detects the comp, marks the reward as redeemed, and zeroes out the reward balance.

6. Dormant-diner safety net

If last_visit_at is 60+ days stale on a Gold or VIP, the contact drops into the Win-Back sequence (separate workflow) before the tier expires.

What you can expect

Operators typically see loyalty-tagged diners visit 1.8-2.4x more often than untagged diners inside the first 90 days. Average check size on a redemption visit runs 12-18% above the diner’s baseline — guests bring a friend, order an extra app, add dessert. Paper-stamp confusion at the host stand drops to zero because there is no card to lose.

Setup & customization

Pre-built: every workflow, every SMS, all three POS integrations, and the tier/points math.

What you tweak in 10 minutes: the points-per-dollar ratio, the reward threshold, the reward dollar value, tier names (some operators prefer Bronze/Silver/Gold over Silver/Gold/VIP), and the redemption window.

Compliance notes

All loyalty SMS run on a 10DLC-registered campaign under a restaurant marketing use case. Diners opt into loyalty messaging at the POS (Toast/Square/Clover all support a signature-screen consent capture) or at booking. STOP is honored carrier-wide and removes the contact from every loyalty workflow simultaneously. Points balance and visit history live in GHL custom fields — portable and yours, not locked inside a third-party loyalty vendor.


Stop renting your guest data from a loyalty app. Own it inside GHL with the Restaurant Snapshot — $997 full build, $997 lite, 30-day money-back guarantee. Buy now or book a walkthrough to see the POS webhook crediting points in real time.

How it fires in your firm

From trigger to outcome — in seconds

Every feature in the snapshot follows the same predictable flow once installed. No tinkering, no manual steps.

1
Trigger fires

Inbound call, form submission, missed appointment, or scheduled date — the right trigger kicks off the workflow.

2
AI processes

Voice or text AI gathers context, qualifies, and routes — calibrated to your restaurant concept.

3
Action taken

Booking, transfer, follow-up, invoice, or review request — whatever the workflow is configured to do.

4
Confirmed

SMS + email confirmation to the prospect. Internal alert to your team. CRM record updated.

5
Tracked

Full transcript and structured data flow into GoHighLevel. Searchable, filterable, exportable.

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