Rewards & Referrals

Provide incentives to your loyal customers by starting a Rewards Program!

Proceed to: Manage > Advanced Settings > Manage (under Rewards)

• One Reward point is equal to one penny ($0.01) in redeemable value.

• Points are only redeemable 24 hours after they are earned (this is a fraud prevention measure).

You will have the ability to set up a Minimum Redemption Amount at the top of your Manage Rewards page. If you do not set up an amount of at least $1.00, your clients will not be able to redeem any points.

Minimum to redeem amount

You have the added ability to customize how your Rewards Points are displayed to both staff and clients logged into their Online Scheduling account.

Display rewards points

Set Up Your Rewards Points

1

Add Rewards opportunities

Click on the Available tab, then use the green plus buttons to add Rewards opportunities.

Available rewards points

Each Reward will disappear as you add them as they will move over to the Assigned tab.

2

Select a Reward opportunity

Click on the Assigned tab, then click on the name of a Reward opportunity.

Assigned rewards tab

3

Activate and assign points

Check the Active box, then enter the Points to be Earned by the client.

per Instance: Every time a client schedules online, refers another client, arrives for a prebooked appointment, or reserves a product, they will receive the set amount of points.

Rewards

per Dollar: The client will receive the set amount of points for every dollar spent on services, products, and/or packages/memberships.

Rewards per dollar

4

Save your settings

Click Save when you are finished and repeat for every Rewards opportunity you'd like to set up.

Redeem Points for Purchases

1

Prepare the sale ticket

Once a client's sale ticket is fully prepared and you are ready to collect payment, proceed to the Collect Payment screen per usual.

2

Redeem Rewards points

Click on the "Redeem $x of $y" button next to Rewards.

Redeem rewards

You can manually change the amount of points being redeemed in the white field after clicking the button.

Manually Adjust a Client's Points

This is only available to Managers and Owners.

1

Open the Client Log

Go into the Client Log by searching & selecting the client's name, or clicking on their name at the top of their ticket.

2

Open the Rewards tab

Click on their Rewards tab.

3

Adjust points

Click Adjust Points.

4

Add points

To ADD Points:

Manually add points

5

Remove points

To REMOVE Points:

Manually remove points

These manual adjustments will be logged. The client will be able to see them and their Reason when logged into their Online Scheduling account.