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Setup Client Cards
Setup Rewards
Setup Award Rules Go to Setup > Client Cards > Setup Rewards Select Setup Rewards Click + New Enter a Reward Name Check the box for Active Setup Award Rules Award Points is the number of points to award for every Amount Spent On Services, Retail or ...
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 Client Cards