How do I set up client rewards?
Setup Award Rules
- Go to Setup > Setup Marketing > Setup Rewards
- Click + New
- Enter a Reward Name
- Check the box for Active
- Setup Award Rules
- Award Points is the number of points to award for every
- Amount Spent On Services, Retail or Gifts
- Individual Services, Retail or Gifts
- Completed Ticket (select item is None)
- Referred Client (select item is None)
- Check the box for Active
- Enter a Start Date is the soonest the reward points would be awarded
- Enter a End Date is the latest the reward points would be awarded
- Click + to add another award item
- Click – to remove an award item
Setup Redeem Rules
- Enter a Redeem Name
- Enter Redeem Points are the number of points required to use a reward
- Select a Discount is the amount or percent to deduct from the ticket total
- Select On One Item either Service or Retail item
- Enter a Start Date is the soonest the reward would be available to be redeemed.
- Enter an End Date is the latest the reward would be available to be redeemed.
- Click + to add another redeem item
- Click – to remove a redeem item
- Click SAVE to save the reward program
- Click CANCEL to leave page without saving
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