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Introduction

The Loyalty settings page configures your points-based loyalty programme for the current location: Active/Paused status, points per dollar, expiration, and the rewards catalogue. Loyalty is a location-level setting - configure it separately for each location. For earning, redemption, and client self-service detail, see Loyalty programme.

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Accessing Loyalty settings

  1. Go to Settings in the sidebar
  2. Click Loyalty
Access: typically Owners and Admins (Manage settings). Needs a plan that includes loyalty/referrals.

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Enabling the programme

  1. Add at least one active reward (see below)
  2. In the Programme row, change status from Paused to Active
  3. Click Apply in the bar at the bottom of the screen
You need at least one active reward before the programme can be switched on - otherwise clients would earn points with nothing to redeem. If every reward is archived, restore one or add a new one. When paused:
  • Clients keep their existing points balance
  • No new points are earned on checkout
  • Rewards cannot be redeemed
  • Expiration notifications are not sent

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Earning rules

Set Points per $1 (1, 2 or 5 points, or your own number from 0.01 to 100; the symbol follows your currency). Points are always rounded down. This rate is the business-wide default. You can override the earn rate on individual services (for example double points on premium treatments, or none on a heavily discounted service) from the service editor - see Loyalty programme. Buying a gift card never earns points, so gift cards need no rate.

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Points expiry

Choose 6, 12, or 24 months, or set points to never expire. Automated messages can notify clients before points expire - see Automated messages.

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Rewards catalogue

Create up to 50 rewards, each with a name, a point cost and a benefit: Percentage off or Amount off the bill, or a Free item (a service, bundle or product, given outright or at a discount). Clients redeem a reward at an appointment checkout; a free product can also be redeemed on a sale with no appointment. See Loyalty programme for how a free item is applied. Archive rewards you no longer offer - archived rewards stop appearing for new redemptions; history is kept.