Overview
You can see and manage a client's loyalty points right from their Client Card. The points balance sits in a green pill at the top of the card, next to Deposit Taken and Account Amounts.
Viewing a client's loyalty points
- Search for the client and open their Client Card.
- Look at the top of the card. The green Loyalty points pill shows their current balance.
- Tap the pill to open All Transactions, straight to the Redeemable Services tab. This lists every service the client can redeem with their points, and how many points each one costs.
Rewarding points
Use Reward to give a client points by hand, for a birthday or a referral, say.
- Tap the Loyalty points pill, then hit Reward.
- Type in the number of points to add.
- Hit Reward to confirm. The pill updates straight away.
Note: Reward only ever adds points. There's no field for taking points back off a client this way, so double check the number before you confirm.
Converting points to a voucher
Use Convert to turn a client's points into a gift voucher they can spend like cash.
- Tap the Loyalty points pill, then hit Convert.
- Type in how many points to convert.
- Pick a Gift Voucher from the list.
- Hit Convert to confirm. The points come off the balance and the voucher lands on the client's Vouchers tab.
Redeeming points for a service
The Redeemable Services list on the Loyalty points pill shows what a client can trade their points for. Each row shows the points cost, the service, how long it takes, and its normal price. Tap a service to redeem it for the client.
How clients earn points
Clients earn loyalty points automatically when they pay for services or products. How many points they earn per dollar is set up in your loyalty program settings under Admin > Redeemables.
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