How to setup Loyalty Programs
The Loyalty Programs system in Envision Cloud is a feature that allows you to reward clients for purchases.
To open the Loyalty Program List, click on Client in the Tool Bar of Envision Cloud and select Loyalty Programs from the drop down menu.
Client > Client Options > Loyalty Programs
These options that allow you to setup / configure your loyalty program. You can setup one or all of the options available. You may enter an override number of loyalty points that can be earned on individual services or retail items.
Changes to the options here only affect sales that occur after the changes are made!
You have the option to create one or more loyalty programs and can assign a different loyalty program to each client, or set a default loyalty program for all clients. Once the client has accumulated points, they can be redeemed at the Sales Register.
Program Name
Enter a name or description for the Loyalty Program you are creating.
Award X points for every $X.XX spent on retail items.
This option will set the default number of points awarded for dollar amount spent in retail. In the picture above it would award 1 point for every $10.00 spent.
Award X points for every $X.XX spent on service items.
This option will set the default number of points awarded for dollar amount spent in service. In the picture above it would award 1 point for every $10.00 spent.
Award X points for each client referral.
This will award a specific amount of points when someone refers a new client. It will award the points as soon as the new referred client checks out . In the example above it will award 25 points.
Award X points for each prebook
This will award a specific amount of points when a client books their next appointment prior to completing a sale for today's appointments. There is a setting in the company settings that will allow appointments booked the same day to count as a prebook and earn the loyalty reward.
Redeem X points for every $X.XX worth of retail / service items.
This option will set the default redemption rate for points. In the example above the client would need a total of 2 points to discount an item by $1.00.
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Loyalty programs can be applied as a default to all clients or may be applied individually. The default setup is found in the Company Settings.
To apply a loyalty program to a single client, open the client details from the sales register or appointment calendar. Select the loyalty program to apply to the client and select save.
A loyalty program may also be entered on the client record by choosing Client on the toolbar and selecting the Client List. Click once over the client record and use the Edit Selected Client option to the left, or double-click to open the record. Select the loyalty program you wish to apply and save the record.