The Loyalty Points System allows you to establish and customize a rewards system for your clients. Conveniently and easily issue rewards to clients who demonstrate consistency towards your business. After loyalty points are defined for individual services and products, clients will receive points for purchasing these services and/or products. Clients can then redeem the loyalty points for rewards.
Loyalty points rewards are considered an expense to your business. When a loyalty points reward is redeemed, its dollar value is subtracted from your totals for the day. For instance, if a dollar amount of $50.00 is redeemed, then $50.00 will be subtracted from your totals for the day. If a free service or product is redeemed, for instance Haircut, then that service or product’s retail price will be subtracted from your totals for the day.
Setting up the Loyalty Points Rewards Table
The Loyalty Points System is based on the Loyalty Points Rewards Setup, which can be found under the Messaging & Marketing pull-down menu. The Loyalty Points Rewards Table can be customized to issue three types of awards:
Dollar Amount
Free Service
Free Product
The point value defined must be reached in order for the client to be eligible for the reward type. If a client has points in excess of what is shown in the table, he or she will have access to multiple awards.
Select Loyalty Points Reward Setup from the Messaging & Marketing pull-down menu.
The Loyalty Points Rewards Setup screen will appear.
The Rewards Table is customizable and may be configured to award strictly a dollar amount, a free service, a free product, or any combination of the three.
Click on the Add button to add a new reward.
The Loyalty Point Reward screen will appear.
Enter the number of Points required to obtain the reward.
Enter the Reward type. This can be a designated currency amount, or one free product or service.
Click Save.
Repeat Steps 4-8 until your Loyalty Points Reward Table setup is complete.
Under the Options section, select from the following options:
Use the loyalty points defined for each product or service when calculating the loyalty points earned on a ticket: loyalty points are awarded to clients for the purchase of specific services or products. The Individual services and products that will award loyalty points must be assigned a loyalty point amount.
Go to the Products or Services screen.
Edit any product or service that will add loyalty points.
The Edit Product or Edit Service screen will appear.
Click on the Loyalty Points tab.
Enter a value in the Loyalty Points field. This value is the amount that will be added to a client’s loyalty points balance upon purchasing this product or service.
Click Save.
Repeat Steps i-vi for every other product or service that you wish to incorporate into the loyalty point system.
Base the loyalty points earned on a ticket on the subtotal of the ticket: loyalty points will be calculated using a set spending ratio, i.e. one loyalty point for every two dollars spent. This will be applied to the subtotal of the ticket, regardless of what items make up the subtotal. You will not be able to make exceptions on a per product/service basis.
Enter an earn value for products. This is how many points per specified dollar amount the client will earn for products.
Enter a spent amount for products. This is how much clients have to spend before they earn the above point value. Dollar amounts are rounded to the nearest numerical value you select. If you are giving one loyalty point for every dollar spent and the subtotal is $24.39, then $24 will be used to calculate loyalty points. If you are giving one loyalty point for every $2.25 spent and the subtotal is $22.41, then $22.50 will be used to calculate loyalty points.
Enter an earn value for services. This is how many points per specified dollar amount the client will earn for services.
Enter a spent amount for services.
Click OK.
If you wish to reward clients with loyalty points for referring a new customer, enter the amount of points the referring client will receive and check the box for this option. For more information on tracking client referrals, see the document here.
Check the I would like 123Pet to notify me of the rewards a client is eligible for when creating tickets box if desired.
Click OK when finished.
Recording and Adjusting Loyalty Points
When a ticket is closed, loyalty points are automatically added or subtracted on the client's record. A pop-up window will appear displaying the amount of points added to the client's balance and the total number of points available for redemption. Every loyalty point transaction is recorded in the client’s Loyalty Point History.
Go to the Clients screen.
Edit the client.
The Edit Client screen will appear.
Click on the Balance and Loyalty Points tab.
The View Loyalty Point History button displays a history of all loyalty point transactions.
Click OK when finished viewing it.
The Set To Exact Value button allows you to set the client’s loyalty points to an exact value.
The Increase Points button allows you to increase a client’s existing loyalty points by a certain amount.
A positive number will increase the client’s points.
A negative number will decrease the client’s points.
The Decrease Points button allows you to decrease a client's loyalty points by a certain amount.
A positive number will decrease the client’s points.
A negative number will increase the client’s points.
When you are finished editing or viewing the client's loyalty points, click Save to exit.
Redeeming Loyalty Points
If the product or service being redeemed is not already on the ticket, your software will add the product or service to the ticket and a line to remove the price, and then account for the point deduction. If the product or service is already on the ticket, your software will only remove the price and subtract the loyalty points to be used.
Open a ticket and add a service or product.
On the Ticket Information screen, click the Special button.
Select Loyalty Points.
Select Redeem Loyalty Points.
The Loyalty Point Rewards screen will appear.
Double-click on one of the available rewards to redeem. When redeeming loyalty points, the price and any sales tax is included in the loyalty points usage.
The reward will be shown on the ticket and the ticket will be adjusted accordingly.
Close the ticket.
A pop-up screen will appear showing the client's loyalty points adjustment and remainder.