Setup Rewards

Setup Rewards


Setup Award Rules

  1. Go to Setup > Client Cards > Setup Rewards
  2. Select Setup Rewards 
  3. Click + New
  4. Enter a Reward Name 
  5. Check the box for Active
  6. Setup Award Rules
    1. Award Points is the number of points to award for every
      1. Amount Spent On Services, Retail or Gifts
      2. Individual Services, Retail or Gifts
      3. Completed Ticket (select item is None)
      4. Referred Client (select item is None)
  7. Check the box for Active
  8. Enter a Start Date is the soonest the reward points would be awarded
  9. Enter a End Date is the latest the reward points would be awarded
    1. Click + to add another award item
    2. Click – to remove an award item

Setup Redeem Rules

  1. Enter a Redeem Name 
  2. Enter Redeem Points are the number of points required to use a reward
  3. Select a Discount is the amount or percent to deduct from the ticket total
  4. Select On One Item either Service or Retail item
  5. Enter a Start Date is the soonest the reward would be available to be redeemed.
  6. Enter an End Date is the latest the reward would be available to be redeemed.
    1. Click + to add another redeem item
    2. Click – to remove a redeem item
  7. Click SAVE to save the reward program
  8. Click CANCEL to leave page without saving

    • Related Articles

    • Setup Client Preferences

      Setup Client Card Preferences In summary, the Client Preferences are where the business can define lists related to the client details, visits and relationship to the business. Client Fields Quick Add Required Fields: Check this box to allow users to ...

    • Setup Appointments and Emails

      In January 2023, the Main Setup page will be getting a new look. The following tabs have been relocated from Setup Appointments & Emails as follows: Booking tab moved to Setup > Setup Company > Setup Booking Preferences Notifications, Reminders & ...

    • Setup Appointments and Emails

      Setup Appointments and Emails In summary, the Setup Appointments & Emails area of the software will outline your appointment, communications, online booking and gift preferences.   Booking Booking Interval: Identifies the intervals in minutes, ...

    • Setup Worker Permissions Glossary

      SETUP WORKER PERMISSIONS GENERAL Businesses can create permission sets to allow or disable access to features within the software. Create a permission set and assign it to multiple workers or one worker. To create a permission set: Go to Setup > ...

    • Rewards Guide

      Clients can earn reward points for spending money on services, products and clients. They can redeem points with a percentage, or amount off products and services. Setup Award Rules Go to Setup > Setup Rewards Click + New Enter a Reward Name Check ...