Managing rewards points

Your clients can automatically receive rewards points for performing actions at your business. Actions that can earn your clients rewards points are organized into the following categories:

  • Attendance – Clients can earn points for attending your services.
  • Purchasing – Clients can earn points for making purchases through your store.
  • Reviewing – Clients can earn points for reviewing your business and sharing the review through social media.
  • Client Profile – Clients can earn points on their birthday and for registering for an account.
  • Social Sharing – Clients can earn points for sharing their booked services and purchases on social media.
  • Refer-a-Friend – Clients can earn points for referring a prospective client and for referring a client to make a purchase.
  • Custom – You can create your own custom rewards options and manually distribute the points to your clients. For more information, see Managing custom rewards points.

Each category contains one or more action types, and each action type contains one or more reward options. For more information, see Types of reward points.

When an action type is enabled, you can configure its rewards points options to specify exactly what a client must do to earn a set number of rewards points. For example, in the Clients earn points for frequent visits action type, you can configure its rewards option to give your clients 100 points for attending three services in a week. Certain action types allow you to create additional rewards point options that can be removed if necessary.

NoteAll automatically renewed purchases are treated as new purchases and will qualify for rewards points.
NoteIf a purchase that awarded rewards points to a client is refunded, those points will not be automatically removed. Staff members must remove these points manually. For more information, see Adding or removing rewards points from a client’s profile.

In this article:

To modify a rewards points category:

  1. Click the App Drawer button .
  2. In the App Drawer, click Rewards.
  3. On the Rewards menu, click Enable Points.
  4. Find the rewards points category you want to modify:
    • To rename the category:
      1. Click the Edit button .
      2. Enter the name of the category.
      3. Click Save.
    • To rearrange the category:
      1. Click the Up button  or the Down  button to move the category higher or lower in the list.

To enable or disable an action type:

  1. Click the App Drawer button .
  2. In the App Drawer, click Rewards.
  3. On the Rewards menu, click Enable Points.
  4. Under the appropriate rewards points category, find the action type you want to enable or disable:
    • To enable the action type, set the ON/OFF option to ON.
    • To disable the action type, set the ON/OFF option to OFF.
      1. In the confirmation popup, click OK.

To create or modify a rewards points option:

  1. Click the App Drawer button .
  2. In the App Drawer, click Rewards.
  3. On the Rewards menu, click Enable Points.
  4. Under the appropriate rewards points category, find the rewards points option you want to create or modify:
    • To create a new rewards points option, click ADD New Reward Option.
    • To modify an existing rewards points option, find the rewards points option you want to modify.
  5. Enter the number of points a client will earn for completing the action within this option.
    • Where applicable, select the criteria for earning the rewards points.
  6. Set the maximum number of points a client can receive for the rewards points option.
    • Next to the rewards points option you want to modify, click the Setup button .
    • Click Add Maximum Cap.
    • In the Maximum Cap box, enter the maximum number of points that can be rewarded.
    • In the list, select All time, Daily, Weekly, Monthly, or Yearly to determine the time period the maximum number of points applies to.
  7. Your changes are saved automatically.

To remove a rewards points option:

  1. Click the App Drawer button .
  2. In the App Drawer, click Rewards.
  3. On the Rewards menu, click Enable Points.
  4. Hover over the rewards point option that you want to delete and click Remove.
  5. In the confirmation popup, click OK.
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