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How do I set up the loyalty scheme?
How do I set up the loyalty scheme?
Updated over a week ago

We know how important it is to reward your regular customers, that's why we've created a loyalty scheme that is totally customisable based on what works best for your business.

  1. To get started go to Menu >> Marketing Tools

  2. Click Loyalty Scheme

Set up the loyalty scheme Goal on the Settings tab

  1. Decide on your Goal type. Choose from whether you want to reward your clients based off of number of Completed bookings or Total spent

  2. If you have chosen to base your loyalty scheme on Completed bookings you will need to add Number of stamps required and Min booking fee

  3. If you have chosen to base your loyalty scheme on Total spent, you will need to add the Amount spent required and Start date

  4. Once you are happy, scroll to the top and toggle on Loyalty scheme enabled

  5. Then click Save

Set up the reward on the Rewards tab

  1. Decide whether you want to reward your client with a percentage or pound amount of their next booking using the Type option

  2. Next, choose the Amount

  3. Select how long many days you want the reward to be Valid for

  4. Finally make any treatment inclusions or exclusions by editing Included services

  5. Click Save

Finally set up all loyalty scheme communications on the Messages tab

Here you can set up the communications your clients will receive throughout different milestones in the loyalty scheme. Please note, you do not have to set up an automated email or sms, however we would recommend setting up at least one.

  1. Go to Automated emails and select the templates you want to enable. There is an option to edit text within the emails by clicking Edit Content

  2. Toggle on Automated enabled once you are happy

  3. Click Save

  4. Next go to Automated SMS

  5. Click Create automated SMS

  6. Follow the same steps as enabling Automated SMS's

  7. Click Save

To manually update the clients progress:

  1. To get started go to Menu >> Marketing Tools

  2. Click Loyalty Scheme

  3. Click Number of redemptions

  4. Select a client

  5. Click edit

  6. Manually update Number of stamps

  7. Click save

Please note, any loyalty scheme SMS updates that you send will incur a fee of 7p per SMS. However you can use the free SMS's you receive in your subscription package towards this.

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