By default, every item on your menu gives points. There is nothing to set up to get started. This setting is only there to restrict: it can never make anyone earn more points, only fewer.
The three modes
The setting is per location, from your dashboard.
All items
This is the default. Every line of the sale counts. Nothing to enter.
Choose it if you simply want to reward the amount spent, whatever the customer buys.
Everything except a list
All items count, except the ones you list. This is the mode to use in almost every case where you want an exception.
Examples: bottles to take away, gift cards, deposits, disposable tableware you charge for.
Only a list
Only the items you list count. Anything that is not on the list gives nothing.
This is the mode that breaks things most easily. An empty list, an incomplete list, or a single item code copied wrongly, and the sales concerned stop giving any points — with no error message, since as far as Badger is concerned the setting is being respected. One business ended up in exactly this situation: the till was working, customers were being identified properly, and nothing was being credited any more.
Only use "only a list" if you really want a minority of your menu to give points. For everything else, prefer "everything except a list".
How an item is recognised
Badger recognises an item by its item code (SKU) as entered in Lightspeed. That code is what identifies the item in your rules.
Badger loads your menu from Lightspeed. In the dashboard you choose your Lightspeed menu and Badger loads its contents: you pick your items from the list instead of copying codes by hand.
The list does not update itself. An item added to Lightspeed later only appears once the menu is reloaded, and does not enter your rules on its own.
An item with no item code is recognised by its internal Lightspeed identifier. If your items have no code, ask us: we will tell you what to enter.
A rule can target a specific modifier on an item rather than the whole item.
What never gives points
Tips, in every mode, even if you have not listed them.
The discounted part of a line. The calculation is based on what is actually paid.
A sale whose counted amount falls to zero: it is valid, but it gives nothing and does not count as a visit.
Answering at the counter
The Badger window shows the detail line by line and, for each zero, the reason: item excluded by your rules, tip, or amount too small to be worth a point. Your employee can answer the customer without calling you.
When you change your rules
A change applies from its effective date. Sales that are already closed keep the calculation that was in force when they closed: changing your rules never recalculates the past and never takes points away from anyone.
After each change, do a test sale with a representative item and check that the points come in. It is the only check that proves your rules are targeting the right items.