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Enabling Clients for Loyalty Points

  • Updated

Overview

Before a client can earn or spend loyalty points, they need to be part of your Loyalty Program. You can turn this on for every client at once, or one client at a time.

Enabling loyalty for all clients

  1. Open Settings and search for loyalty.
  2. Open the Loyalty Points section.
  3. Scroll to Enable/Disable Loyalty for All Clients and hit Enable.

Settings Loyalty Points section with the Enable and Disable buttons for all clients highlighted

Note: while you're in this section, it's worth turning on Award Loyalty Points on Discounted Items too. With it on, clients still earn points when a service or product is sold at a discount. With it off, a discounted sale earns no points at all.

Enabling loyalty for one client

To add or remove a single client from the Loyalty Program:

  1. Search for the client and open their Client Card.
  2. Hit Edit client.
  3. Scroll down to Client Categories and tick Loyalty Program.
  4. Hit Save.

Client Categories list on the Edit client screen with the Loyalty Program checkbox ticked

Untick the same box and save to take a client out of the Loyalty Program.

Enrolling new clients automatically

If you'd like every new client added to the Loyalty Program by default, that's controlled on the Loyalty Program category itself under Admin > Lists > Client Categories. Open the category and tick Add to New Clients.

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