How to manage loyalty points

How to manage loyalty points

Configure your clinic’s rewards program and track point balances for your clients.

Before you begin

Make sure:

• You have Admin or Owner access to change program settings.
• You have decided on your earning ratio (e.g., $1 = 1 point).

Step 1 — Configure your loyalty program

1. Go to the top right User Profile → Settings → Loyalty Programme
2. Select the Settings tab
3. Programme Mode:
   - Disabled disables Loyalty Points for this location and collapses all further settings.
   - Own Programme - (Coming Soon) lets you create your own LP settings, even if part of a larger group.
   - Group Programme - Set up by the Lead Group (common in franchises). Lead Group Admins configure LP settings here.
4. Group Earn Rate - Set points earned per $100 spent. This will display the value of a point.
5. Group Minimum Spend - Set the minimum purchase amount to earn points.
6. Click Save Settings.

[Insert screenshot: <filename> — Screenshot – Loyalty Settings: ratio and redemption rule fields highlighted]

Step 2 — Track Transaction History Related to Points

1. Go to the History tab.
2. View transactions that earned loyalty points. Optionally, search by client name or points status (redeemed or earned).
3. Take note of the information and further investigate in the Client Profile or POS Transactions.

Step 3 — Track and adjust client points

1. Go to the Client Balances tab.
2. Search for a client to view a summary of their Loyalty Points status, including Current Balance, Total Accrued, and Total Spent.
3. To manually add or remove points (e.g., for a special promotion), click Edit Balance (if permitted).

Step 4 — Redeem points at checkout

1. In the POS checkout, select Checkout. Click the Add Payment drop down.
2. Select Loyalty Points as the payment method.
3. Enter the amount the client wishes to redeem (the system will show the equivalent dollar value).
4. Click Apply.
5. If a balance remains, select a second payment method (e.g., Card) to finalise the sale.

What to do next

• How to manage gift vouchers.
• Fix common promotion issues.