Loyalty System custom feature: Difference between revisions

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;How to use

1. To enable Loyalty System please navigate to your Custom Features page, select Business enhancements section and click on Enable or use the switcher near the respective feature.

[[File:Loyalty system enable path.png|1200px|center]]

[[File:Loyalty system enable path redesigned.png|1200px|center|link=https://help.simplybook.me/images/1/10/Loyalty_system_enable_path_redesigned.png]]

2. After it is enabled you can edit the related notifications templates right away, on the right side of the page. Please use the suggested variables if needed.

Two notifications types are available: for automated points addition and manual client balance update.

[[File:Loyalty system notifications ~~path~~.png|1200px|center]]

[[File:Loyalty system notifications settings redesigned.png|1200px|center|link=https://help.simplybook.me/images/a/a1/Loyalty_system_notifications_settings_redesigned.png]]

3. To set the points amounts please go to Manage -> Services (or use Services link near the custom feature) or Manage -> [[Classes_custom_feature|Classes]] (if you are using them and wish to be a part of the loyalty program).

4. Create new service/[[Classes_custom_feature|class]] if necessary or click on the existing one to edit, select Loyalty System tab.

[[File:~~Loyalty system~~ service ~~management~~.png|1200px|center]]

[[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/[[Classes_custom_feature|class]] to the loyalty system and indicate the amount of points the client will earn per this service/[[Classes_custom_feature|class]] booking in the box that appears. Save settings.

[[File:~~Loyalty system~~ service ~~management set points~~.png|1200px|center]]

[[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:~~Loyalty system~~ gift ~~cards management~~.png|1200px|center]]

[[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:~~Loyalty system~~ gift ~~cards management set points~~.png|1200px|center]]

[[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.

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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 ~~system~~ report path.png|1200px|center]]

[[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 ~~system~~ report overview.png|1200px|center]]

[[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:~~Loyalty system report~~ add ~~bonuses search~~.png|1200px|center]]

[[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:~~Loyalty system report line~~ actions.png|1200px|center]]

[[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:~~Loyalty system reward points~~ in client ~~report~~.png|1200px|center]]

[[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]]

@@ Line 21: / Line 21: @@
 ;How to use
 . To enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Loyalty System</span> please navigate to your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page, select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Business enhancements</span> section and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable</span> or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the switcher</span> near the respective feature.
-[[File:Loyalty system enable path.png|1200px|center]]
+[[File:Loyalty system enable path redesigned.png|1200px|center|link=https://help.simplybook.me/images/1/10/Loyalty_system_enable_path_redesigned.png]]
 <br><br>
 . After it is enabled you can edit the related notifications templates right away, on the right side of the page. Please use the suggested variables if needed.
 Two notifications types are available: for automated points addition and manual client balance update.<br>
-[[File:Loyalty system notifications path.png|1200px|center]]
+[[File:Loyalty system notifications settings redesigned.png|1200px|center|link=https://help.simplybook.me/images/a/a1/Loyalty_system_notifications_settings_redesigned.png]]
 <br><br>
 . To set the points amounts please go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> (or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> link near the custom feature) or <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Classes_custom_feature|Classes]]</span> (if you are using them and wish to be a part of the loyalty program).
 . Create new service/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Classes_custom_feature|class]]</span> if necessary or click on the existing one to edit, select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Loyalty System</span> tab.
-[[File:Loyalty system service management.png|1200px|center]]
+[[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]]
 <br><br>
 . Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the switcher</span> to connect the service/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Classes_custom_feature|class]]</span> to the loyalty system and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">indicate the amount</span> of points the client will earn per this service/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Classes_custom_feature|class]]</span> booking in the box that appears. Save settings.
-[[File:Loyalty system service management set points.png|1200px|center]]
+[[File:Set points per service redesigned.png|1200px|center|link=https://help.simplybook.me/images/1/1f/Set_points_per_service_redesigned.png]]
 <br><br>
 . Then please go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Coupons & Gift Cards</span> page using the left-side menu, create a new gift card or click on the existing one to edit and choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Loyalty System</span> tab.
-[[File:Loyalty system gift cards management.png|1200px|center]]
+[[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]]
 <br><br>
 . Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the switcher</span> to allow the clients to buy this gift card for bonuses. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Set the necessary amount</span> to be earned in the box that appears. Save settings.
-[[File:Loyalty system gift cards management set points.png|1200px|center]]
+[[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]]
 <br><br>
 . From the client side they can see the amount of the points earned as well as the bonuses usage history inside <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the client profile</span> or go to the specific <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">tab</span> of the booking website.
@@ Line 51: / Line 51: @@
 <br><br>
 . From the admin side you can also view all the points earning and spending in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Loyalty points report</span>. Please use the filter if necessary to see some selected results, export the data to Excel or .csv.
-[[File:Loyalty system report path.png|1200px|center]]<br><br>
+[[File:Loyalty points report path redesigned.png|1200px|center|link=https://help.simplybook.me/images/5/5e/Loyalty_points_report_path_redesigned.png]]<br><br>
-[[File:Loyalty system report overview.png|1200px|center]]
+[[File:Loyalty points report overview redesigned.png|1200px|center|link=https://help.simplybook.me/images/e/ef/Loyalty_points_report_overview_redesigned.png]]
 <br><br>
 . With the help of this report you can also manually manage the points amounts per client.<br>
 Please click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add points</span> button at the top, use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the search box</span> in the popup that appears to find the desired client, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">indicate the amount</span>to be added or deducted in the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reward points amount</span> box (to deduct please simply <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">add "-"</span> before the amount), add some <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">description</span> (it will also be reflected on the client side) and hit <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add</span>. The client will receive the notification about the balance update.<br>
-[[File:Loyalty system report add bonuses search.png|1200px|center]]
+[[File:Manually add points redesigned.png|1200px|center|link=https://help.simplybook.me/images/4/4c/Manually_add_points_redesigned.png]]
 <br><br>
 As well you can use the option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add more bonus to client</span> in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Actions</span> per the specific report line for faster balance update as the client will be already preselected in this case,
-[[File:Loyalty system report line actions.png|1200px|center]]
+[[File:Bonuses actions redesigned.png|1200px|center|link=https://help.simplybook.me/images/a/a7/Bonuses_actions_redesigned.png]]
 <br><br>
 . In case you need to view the point history per the particular client please use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> and click on the highlighted bonuses amount in the table to get to the bonuses history popup.
-[[File:Loyalty system reward points in client report.png|1200px|center]]
+[[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]]
 <br><br><br><br>