These options that allow you to setup / configure your loyalty program.  You can setup one or all of the options available.

 

Changes to the options here only affect sales that occur after the changes are made!

 

You have the option to create one or more loyalty programs and can assign a different loyalty program to each client, or set a default loyalty program for all clients.  Once the client has accumulated points, they can be redeemed at the Sales Register.

 

Program Name

 

Enter a name or description for the Loyalty Program you are creating.

 

Award X points for every $X.XX spent on retail items.

 

This option will set the default number of points awarded for dollar amount spent in retail. In the picture above it would award 1 point for every $10.00 spent.

 

Award X points for every $X.XX spent on service items.

 

This option will set the default number of points awarded for dollar amount spent in service. In the picture above it would award 1 point for every $10.00 spent.

 

Award X points for each client referral.

 

This will award a specific amount of points when someone refers a new client. It will award the points as soon as the new referred client checks out . In the example above it will award 25 points.

 

Award X points for each prebook

 

This will award a specific amount of points when a client books their next appointment prior to completing a sale for today's appointments. There is a setting in the company settings that will allow appointments booked the same day to count as a prebook and earn the loyalty reward.

 

Redeem X points for every $X.XX  worth  of retail / service items.

 

This option will set the default redemption rate for points. In the example above the client would need a total of 2 points to discount an item by $1.00.