> For the complete documentation index, see [llms.txt](https://support.rosysalonsoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.rosysalonsoftware.com/advanced-settings/rewards-and-referrals.md).

# Rewards & Referrals

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

**Proceed to: Manage** > **Advanced Settings** > All 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.

![](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/FwVQCAIP8wxa8nEdOY5O/Minimum%20to%20redeem%20amount.png)

You have the added ability to customize how your Rewards Points are displayed to both staff and clients logged into their [Online Scheduling](/online-client-scheduling.md) account.

![](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/vUS9n5Dzbk3uSReFkA5t/Display%20rewards%20points.png)

## Set Up Your Rewards Points

{% stepper %}
{% step %}
**Add Rewards opportunities**

Click on the Available tab, then use the green plus buttons to add Rewards opportunities.![](https://574186891-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBa9JfhYBfqX7DMj8oNgV%2Fuploads%2Fvlb1lTumNjD4wZ4F4HC1%2Fimage.png?alt=media\&token=be34589f-efbf-42b7-bd0a-ea634b981f86)

{% hint style="info" %}
Each Reward will disappear as you add them as they will move over to the **Assigned** tab.
{% endhint %}
{% endstep %}

{% step %}
**Select a Reward opportunity**

Click on the **Assigned** tab, then click on the name of a Reward opportunity.![](https://574186891-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBa9JfhYBfqX7DMj8oNgV%2Fuploads%2FkWxaqbaIERk1gMjXL9Wh%2Fimage.png?alt=media\&token=62175381-dc7d-40b5-b42a-c5ff0da7417e)
{% endstep %}

{% step %}
**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](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/YN9dByWWOIb29El0Rs9m/Rewards.png)

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

![](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/EcE7cmUMju2D29kmeSmy/Rewards%20per%20dollar.png)

{% hint style="info" %}
Consider running promotions for increased rewards. For example: if trying to drive additional retail sales, you can consider marketing that typically they get 2 points per dollar on retail purchases but this month all retail purchases will earn 5 points per dollar spent. Just don't forget to return to this setting and change the reward back to the standard setting!
{% endhint %}
{% endstep %}

{% step %}
**Save your settings**

Click **Save** when you are finished and repeat for every Rewards opportunity you'd like to set up.
{% endstep %}
{% endstepper %}

## Redeem Points for Purchases

{% stepper %}
{% step %}
**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.
{% endstep %}

{% step %}
**Redeem Rewards points**

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

![](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/lBaSXqfEvpC1nCt6eJ5s/Redeem%20rewards.jpeg)

{% hint style="info" %}
You can manually change the amount of points being redeemed in the white field after clicking the button.
{% endhint %}
{% endstep %}
{% endstepper %}

## Manually Adjust a Client's Points

*This is only available to Managers and Owners.*

{% stepper %}
{% step %}
**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.
{% endstep %}

{% step %}
**Open the Rewards tab**

Click on their **Rewards** tab.
{% endstep %}

{% step %}
**Adjust points**

Click **Adjust Points**.
{% endstep %}

{% step %}
**Add points**

To ADD Points:

![](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/T9GQI5Z1ViNKcvtgoLxZ/Manually%20add%20points.png)
{% endstep %}

{% step %}
**Remove points**

To REMOVE Points:

![](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/PAhWqchkQm85TbLfYBFy/Manually%20remove%20points.png)
{% endstep %}
{% endstepper %}

{% hint style="info" %}
These manual adjustments will be logged. The client will be able to see them and their Reason when logged into both Classic OCS and New OLB accounts.
{% endhint %}