Client Rewards

1. Follow this menu path: Toolbox => Setup => Options => General Setup & Options
2. Enable the "Client Rewards Program" feature near the top
3. Click the Update button
4. Scroll to the bottom of the screen and fill out the "Client Rewards Program Settings" section:
   • Value of One Point: This is where you provide the point-to-cash ratio. For example, if you enter .001 into this field, then every 10 points earned will be equal to $.01. Taking this example further, a client with 10,000 points could purchase $10 of services or products.
   • Minimum Points To Redeem: This is the minimum amount of points that your clients must earn to start redeeming their points. For example, if you set this at "1000" then clients couldn't redeem any points for services or products until their collective points equaled 1,000.
   • Require Paying in Full with Points when Redeeming Points: Enabling this feature will require that clients cover an entire sale with points if they want to redeem rewards points.
   • Require Opt-In For Rewards Program: This will require that each client be optioned into the Client Rewards Program. If this box is checked, then upon logging into Consumer Mode your clients will be directed to the Rewards Tab to enroll in the Rewards Program and a "Rewards Opt-In?" checkbox will display on each of their Profile Screens.
   • Allow Rewards Points to Expire: This will display a column where you may specify the number of days after earning that each type of point will expire.
   • Points Earned for Purchases: These are the points your clients will earn every time they make a purchase. You can make points earned by purchases less than a whole number, much like how the airlines industry will sometimes award frequent flyer miles by calculating in decimals and then rounding down to the nearest whole number.
   • Points Earned For Referring a Client: Every time you create a Referred By client relationship between two clients, this is the amount of points that the referrer will automatically receive.
• Points Earned For Booking Classes Online: These are the points your clients will earn every time they book a class or workshop online.
• Points Earned For Booking Appointments Online: These are the points your clients will earn every time they book an appointment online.

Yes. If you require that clients be optioned-in to the Client Rewards Program, upon logging into your site he or she will see the Rewards Tab. If the client clicks on the new Rewards Tab, then he or she will be presented with a sign-up form.

 

Once the client submits the sign-up form, his or her "Rewards Opt-In?" checkbox will be ticked on his or her Profile Screen in Business Mode, and the client will begin earning reward points that you've configured for your site.

 

Things to know about this feature:

• The Rewards Tab only appears for your clients that have 1) already logged in and 2) don't have the "Rewards Opt-In?" checkbox ticked on their Profile Screen in Business Mode
• If you don't have "Require Opt-In for Rewards Program" enabled on your General Setup & Options Screen, then you won't see the new tab. That's because, if you have rewards enabled for all of your clients, there is no need for them to sign up for it independently.
• If you don't want to use this feature, but still want to "Require Opt-In for Rewards Program," then you can hide the Rewards Tab using the Tab Management Screen (Toolbox => Setup => Options => Tab Management)

• Business Mode: If the client has earned enough points (determined by the threshold you entered in the "Minimum Points To Redeem" field), a new payment method titled "Rewards Program" will appear as a payment method on the Retail screen.
• Consumer Mode: Once the system knows which client is logged in, it will ask the client if he or she wants to use the points to pay for the purchase (much like a positive account balance). If the client doesn't have enough points to cover the price of the purchase, then the system prompts the client for another payment method (i.e., credit card or account credit).

1. Look up a client
2. Click on the client's Account Details tab
3. Observe the CLIENT REWARDS PROGRAM section at the bottom

• Clients can log in and follow this menu path: My Info => My Account

• Use the Relationships feature on the client's Profile screen. As soon as the relationship is assigned, the referrer automatically gets the points. You determine the amount-per-referral on the General Setup & Options screen.

Yes! Follow these steps:

1. On the General Setup & Options Screen, enable "Allow Rewards Points to Expire" under the Client Rewards Program Settings at the bottom of the screen; an Expiration Column will appear to the right of each type of reward point
2. For each type of reward point, enter a value (in days) under the Expiration Column to represent the number of days a client has to redeem reward points before they expire

Note: A value of zero will disable the expiration feature.

• On the Retail Tab (just above the Ticket Window), the cash value of points is displayed beneath the client's name.
• The value earned by this Client Rewards Feature is kept separate from your client's account credit.
• A client must have at least 1 point for the CLIENT REWARDS PROGRAM section to appear on their Account Details screen.
• If the Referred By relationship is removed, the points are removed too.
• Clients can have negative points.
• If a client doesn't have enough points to cover the total cost of a purchase on the Retail screen, the system automatically tries to split sale (i.e., use another payment method to pay for what the points don't cover).
• If the client booked the class online, and he or she late cancel, then yes, they will lose the points that they gained from the original booking.
• Track your clients' rewards using the Rewards Report.