Loyalty programme

Reward regular clients with points earned on what they spend, and redeem those points against future bills.

The loyalty programme is optional. If your practice runs one, clients earn points as they spend and can put those points towards later visits.

Setting the programme up#

Who can do this

Administrators only.

Home›Settings›Loyalty›Program Settings

Tick Programme enabled.
Set points earned per unit spent — how fast clients accumulate.
Set points required per unit of discount — what a point is worth coming back the other way.
Set a minimum points to redeem, so tiny balances are not spent one point at a time.
Optionally set points expiry in months. Leave it blank and points never expire.
Save.

Note

The loyalty tile only appears at all if the programme is switched on under Features & Modules.

Note

Turning the programme off stops further earning but does not remove points clients have already accumulated. An expiry period, on the other hand, does eventually clear them.

Earning points#

Points are added automatically when a client is charged — consultations, sales, stays and grooms all count. Nobody has to do anything for a client to earn.

Points history#

Home›Settings›Loyalty›Loyalty Transactions

Every earn and every redemption is listed, so a client's balance can always be explained. Administrators can adjust a balance by hand where something needs putting right.

Open a transaction to see what it was earned on.
Manual adjustments are recorded like any other transaction, with who made them.

Note

If a charge is reversed, check the client's points afterwards — points earned on the original charge are not always taken back automatically.