Running a loyalty program

Sidebar: Marketing → Loyalty Program. Owners and managers can set it up.

Clients earn points when they visit and spend. They trade points for rewards at Checkout.

1. Turn it on and choose how points are earned

1. Go to Marketing → Loyalty Program.
2. In the Program Settings card, turn on the switch next to the title.
3. Set how clients earn:

• Points per dollar spent: for example, 1 means 1 point for every $1.
• Bonus points per visit: a flat bonus for each completed appointment.
• Welcome bonus points: a one-time bonus for each new client added while the program is on.

Changes save as you type. There is no Save button.

Set a number to 0 to skip that way of earning.

2. Add rewards

1. In the Rewards Catalog card, click Add Reward.
2. Enter a Reward Name, like "10% Off Next Visit".
3. Enter the Points Required.
4. Pick a Reward Type:

• Percentage Discount: enter the Discount %.
• Fixed Discount: enter the Discount Amount ($).
• Free Service, Free Add-on or Custom Reward: no amount.

1. Click Add Reward.

To remove a reward, click the trash icon. Rewards can't be edited. Delete one and add it again to change it.

How clients earn points

Points are only earned while the program is on.

• Completing an appointment earns points on the appointment's price, plus the visit bonus.
• A sale at Checkout earns points on the total after discounts, when a client is attached. Checkout sales don't get the visit bonus.
• A new client gets the welcome bonus once.

Each visit or sale earns points only once, even if it is completed again.

Boarding and daycare stays don't earn points on their own today.

Redeeming a reward at Checkout

Rewards are used on the Checkout page.

1. Go to Checkout and build the cart.
2. Attach the client in the Client (optional) box.
3. The Loyalty section shows their points. It lists the rewards they have enough points for. If they don't have enough yet, it says how many more points they need.
4. Tap a reward.

• Percentage and Fixed rewards take money off. The discount shows above tax.
• Free Service, Free Add-on and Custom rewards only take away the points. The screen says "comp on the line items". Take that item off the cart, or don't add it, so the client isn't charged for it.

1. Take payment as normal. The points come off once the payment goes through.

A promo code and a reward can both be used on the same sale. The reward is worked out after the promo code.

Rewards can't be used in Collect Payment on a client's profile today.

A client's points

Open the client's profile and find the Loyalty points card. It shows their balance and history.

To change points by hand, click Adjust:

1. Choose Add or Remove.
2. Enter the Points.
3. Enter a Reason. It is required and saved with your name.
4. Click Save adjustment.

Use this for a goodwill bonus, a referral, or to load points from your old system. A balance can't go below zero. Owners, managers and staff who can edit clients can adjust points. You can adjust points even when the program is off.

What pet parents see

In your customer portal, clients see a Loyalty Points card on their home page. It shows points available, their next reward, rewards they can use, and recent activity.

Clients can't redeem rewards online. They ask at the counter, and you redeem it at Checkout.