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How to set up a Loyalty scheme

Reward your customers with discounts when reaching a certain number of bookings/services or expenditure.

Alan Wong avatar
Written by Alan Wong
Updated over a year ago

Settings

You can set this up within Business Boosters > Loyalty.

Start by configuring your Loyalty settings:

Rewards are given based on the number of accumulated stamps, so set the Valuation to determine if stamps are earned per:

  • Booking

  • Service (a booking can consist of multiple services)

  • £1.00 / €1.00 / $1.00 spent

Stamp increment is how many stamps are earned per the above. For example, you could issue 10 stamps for booking, though we recommend keeping to the default of 1 for simplicity.

Reset threshold is the number of stamps after which the customer starts again from 0. This should match the reward that requires the highest number of stamps. For example, a shop that has the following reward tiers:

  • 5 stamps: £5 discount code

  • 10 stamps: £10 discount code

The reset threshold should be set to 10 stamps because there is no reward after this, so there is no use in accumulating more stamps. Instead, the customer should start again from zero (like finishing one loyalty card and getting a fresh one).

You can click Manage Services to exclude certain services from the Loyalty scheme (i.e. no stamps will be given):

Rewards

Now create your reward(s) which can apply to bookings or product sales (e.g. a free service, or a discount on a product sale):

If Bookings using this reward count towards the next reward is ticked, say a customer is rewarded with a £5 discount code upon 5 bookings, a future booking that they use this on will also earn them a stamp.

Reward expires after is the length of time the customer has to redeem the Loyalty reward after earning it.

Once you are all set, click [Activate Loyalty] to make it live:

Example setups

Here are a couple of example setups to give you an idea. If you have product sales, you can perhaps implement rewards for both bookings and products:

Example 1
Rewarding for expenditure

Example 2
Rewarding for bookings

  • £50 spent: 5% booking discount

  • £100 spent: 10% booking discount

  • 3 bookings: 10% product discount

  • 5 bookings: £5 booking discount

  • 10 bookings: Free booking

Loyalty settings

• Valuation: Points Per £1.00
• Point increment: 1
• Reset threshold: 100

Loyalty settings

• Valuation: Booking
• Point increment: 1
• Reset threshold: 10

Reward 1

• Applies to: Bookings
• Stamps required: 50
• Reduce price by percentage: 5

Reward 2

• Applies to: Bookings
• Stamps required: 100
• Reduce price by percentage: 10

Reward 1

• Applies to: Products
• Stamps required: 3
• Reduce price by percentage: 10

Reward 2

• Applies to: Bookings
• Stamps required: 5
• Reduce price by fixed amount: 5

Reward 3

• Applies to: Bookings
• Stamps required: 10
• Reduce price by percentage: 100

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