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 Services

      In January 2023, the Main Setup page will be getting a new look. The updated location will be Setup > Setup Company Info. In Summary, setting up services is a multi-level process. First you need to establish your Service Groups, Product Lines and ...
    • 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 > ...
    • Setup Inventory

      In January 2023, the Main Setup page will be getting a new look. The updated location will be Setup > Setup Inventory Setup Suppliers Create and edit suppliers for each company the business orders products from with their detailed contact ...
    • Setup Online Booking

      Online Booking Page When Online Booking is enabled, a unique URL will be provided for the business to offer 24/7 Online Booking for clients. Settings are available within the software to customize which clients, services, workers and hours are ...