FuzzyBot: Importing a new version from external source

2025-01-03T12:33:58Z

Importing a new version from external source

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4. Create new service/[[Special:MyLanguage/Classes_custom_feature|class]] if necessary or click on the existing one to edit, select Loyalty System tab.
[[File:Set loayalty points per service redesigned.png|1200px|center|link=https://help.simplybook.me/images/c/cf/Set_loayalty_points_per_service_redesigned.png]]
 
5. Enable the switcher to connect the service/[[Special:MyLanguage/Classes_custom_feature|class]] to the loyalty system and indicate the amount of points the client will earn per this service/[[Special:MyLanguage/Classes_custom_feature|class]] booking in the box that appears. Save settings.
[[File:Set points per service redesigned.png|1200px|center|link=https://help.simplybook.me/images/1/1f/Set_points_per_service_redesigned.png]]
 
6. Then please go to Manage -> Coupons & Gift Cards page using the left-side menu, create a new gift card or click on the existing one to edit and choose Loyalty System tab.
[[File:Enable loyalty points for gift card.png|1200px|center|link=https://help.simplybook.me/images/5/5a/Enable_loyalty_points_for_gift_card.png]]
 
7. Enable the switcher to allow the clients to buy this gift card for bonuses. Set the necessary amount to be earned in the box that appears. Save settings.
[[File:Set number of points per gift card redesigned.png|1200px|center|link=https://help.simplybook.me/images/2/29/Set_number_of_points_per_gift_card_redesigned.png]]
 
8. From the client side they can see the amount of the points earned as well as the bonuses usage history inside the client profile or go to the specific tab of the booking website.
[[File:Loyalty system client side history.png|1200px|center]] 
[[File:Loyalty system client side profile button.png|1200px|center]]
 
9. As soon as the client has enough points the button Select by points becomes active on the Gift cards page on the booking website and such gift card can be purchased in exchange of these points. 
As the result the client will get the gift card to his/her email or can copy its code in Gift cards tab -> Your gift cards and use as usual gift card for another purchases or make someone a present.
[[File:Bonus system client side gift cards.png|1200px|center]]
 
10. From the admin side you can also view all the points earning and spending in Reports -> Loyalty points report. Please use the filter if necessary to see some selected results, export the data to Excel or .csv.
[[File:Loyalty points report path redesigned.png|1200px|center|link=https://help.simplybook.me/images/5/5e/Loyalty_points_report_path_redesigned.png]] 
[[File:Loyalty points report overview redesigned.png|1200px|center|link=https://help.simplybook.me/images/e/ef/Loyalty_points_report_overview_redesigned.png]]
 
11. With the help of this report you can also manually manage the points amounts per client. 
Please click on the Add points button at the top, use the search box in the popup that appears to find the desired client, indicate the amountto be added or deducted in the Reward points amount box (to deduct please simply add "-" before the amount), add some description (it will also be reflected on the client side) and hit Add. The client will receive the notification about the balance update. 
[[File:Manually add points redesigned.png|1200px|center|link=https://help.simplybook.me/images/4/4c/Manually_add_points_redesigned.png]]
 
As well you can use the option Add more bonus to client in Actions per the specific report line for faster balance update as the client will be already preselected in this case,
[[File:Bonuses actions redesigned.png|1200px|center|link=https://help.simplybook.me/images/a/a7/Bonuses_actions_redesigned.png]]
 
12. In case you need to view the point history per the particular client please use Reports -> Clients and click on the highlighted bonuses amount in the table to get to the bonuses history popup.
[[File:Bonus history in client reoort redesigned.png|1200px|center|link=https://help.simplybook.me/images/b/b9/Bonus_history_in_client_reoort_redesigned.png]]

Translations:Loyalty System custom feature/6/en - Revision history

FuzzyBot: Importing a new version from external source