How do I set up client rewards?

How do I set up client rewards?

 

Setup Award Rules

  1. Go to Setup > Setup Marketing > Setup Rewards
  2. Click + New
  3. Enter a Reward Name 
  4. Check the box for Active
  5. Setup Award Rules
    1. Award Points is the number of points to award for every
      1. Amount Spent On Services, Retail or Gifts
      2. Individual Services, Retail or Gifts
      3. Completed Ticket (select item is None)
      4. Referred Client (select item is None)
  6. Check the box for Active
  7. Enter a Start Date is the soonest the reward points would be awarded
  8. Enter a End Date is the latest the reward points would be awarded
    1. Click + to add another award item
    2. Click – to remove an award item

Setup Redeem Rules

  1. Enter a Redeem Name 
  2. Enter Redeem Points are the number of points required to use a reward
  3. Select a Discount is the amount or percent to deduct from the ticket total
  4. Select On One Item either Service or Retail item
  5. Enter a Start Date is the soonest the reward would be available to be redeemed.
  6. Enter an End Date is the latest the reward would be available to be redeemed.
    1. Click + to add another redeem item
    2. Click – to remove a redeem item
  7. Click SAVE to save the reward program
  8. Click CANCEL to leave page without saving

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