Loyalty & gift cards · Overview
Loyalty: points, gift cards, memberships and referrals
Reward clients who come back with points and tiers, sell gift cards and membership packs, and thank clients who bring you new ones.
Four tools on four tabs
Loyalty & gift cards has four tabs: “Program” for the points program, “Gift cards”, “Memberships” for visit packs, hours packs and discount memberships, and “Referrals” for clients who recommended you.
Points look after themselves
While the program is active, clients earn points on their own when a visit is completed or an invoice is paid, so there is nothing extra to do at the desk. They spend them at the till, where points are one of the ways to pay. Lifetime spend moves clients up the tiers, and a tier can earn a standing discount.
Gift cards and memberships are prepaid
A gift card holds a balance that is spent with its code at the till. A membership is bought for a period and gives included visits, included hours or a discount, also used at the till. When you take online payments, clients can buy both in their online account, and a client who buys a gift card is emailed its code.
Where you see a client’s loyalty
The “Loyalty” card on each client’s page in Contacts shows their points, tier, what their points are worth and their lifetime spend. Clients see their own points in their online account.
What to do first
On the “Program” tab, set how many points clients earn, what a point is worth and whether points expire, then press “Save program”. If you sell visit packs or monthly memberships, add them as plans on Loyalty & gift cards › Memberships.
Read next
Set up the points program
Choose how many points clients earn, what a point is worth, the tiers and their discounts, the referral reward, whether points expire and whether you sell gift cards on your booking page.
See, adjust and spend a client’s points
Check a client’s balance and tier, add or remove points by hand, and let them pay with points at the till.
Issue and redeem gift cards
Create a gift card with a code and a balance, sell cards on your booking page, take payment with them at the till or by hand, and follow the balance down to zero.
Create a membership plan
Offer a visit pack, an hours pack or a discount membership that clients buy for a set period.
Record a client referral
Note who recommended a new client, and the referrer earns points on their own when the new client comes in.
Take payment for a visit at the till
Close a visit and take its money in one step: add products, apply a membership, a promo code or a discount, split the payment across cash, card, gift card, points or a payment link, and book the client’s next visit.
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