Loyalty System custom feature: Difference between revisions

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[[File:Bonus system icon.png|left]]

Let clients earn points for ~~purchases~~ and allow them to redeem for ~~giftcards~~. ~~Each service~~ can ~~have~~ different points per ~~purchase~~.

Let clients earn points for services/[[Classes_custom_feature|classes]] booking and allow them to redeem for gift cards. You can set different amount of points per each service/[[Classes_custom_feature|class]] and 3hours after the meeting takes place the bonuses will be automatically added to the client's balance. As soon as the client gathers the necessary amount of points he/she will be able to exchange them for a gift card, which can be later used for another purchases on your booking website or as a present to someone.

~~COMING SOON~~

'''Please note!'''

*When you enable Loyalty System the following custom features will be enabled as well: [[Accept_payments_custom_feature|Accept Payments]], [[Client_Login_custom_feature|Client Login]], [[Coupons_and_Gift_Cards_custom_feature|Coupons & Gift Cards]].

;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:Bonus system enable path.png|1200px|center]]

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:Bonus system notifications path.png|1200px|center]]

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 Reward points tab.

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

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:Bonus system service management set points.png|1200px|center]]

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 Reward points tab.

[[File:Bonus system gift cards management.png|1200px|center]]

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:Bonus system gift cards management set points.png|1200px|center]]

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:Bonus system client side history upd.png|1200px|center]]

[[File:Bonus 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 -> Reward points report. Please use the filter if necessary to see some selected results, export the data to Excel or .csv.

[[File:Bonus system report path.png|1200px|center]]

[[File:Bonus system report overview upd.png|1200px|center]]

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:Bonus system report add bonuses search.png|1200px|center]]

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:Bonus system report line actions.png|1200px|center]]

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 system reward points in client report.png|1200px|center]]

@@ Line 7: / Line 7: @@
 [[File:Bonus system icon.png|left]]
 <br>
-Let clients earn points for purchases and allow them to redeem for giftcards. Each service can have different points per purchase.
+Let clients earn points for services/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Classes_custom_feature|classes]]</span> booking and allow them to redeem for gift cards. You can set different amount of points per each service/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Classes_custom_feature|class]]</span> and 3hours after the meeting takes place the bonuses will be automatically added to the client's balance. As soon as the client gathers the necessary amount of points he/she will be able to exchange them for a gift card, which can be later used for another purchases on your booking website or as a present to someone.
 <br><br>
-<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">COMING SOON</span>
+<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span>
+*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">When you enable Loyalty System the following custom features will be enabled as well: <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept_payments_custom_feature|Accept Payments]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Login_custom_feature|Client Login]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Coupons_and_Gift_Cards_custom_feature|Coupons & Gift Cards]]</span>.</span>
+;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:Bonus system enable path.png|1200px|center]]
+<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:Bonus system notifications path.png|1200px|center]]
+<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;">Reward points</span> tab.
+[[File:Bonus system service management.png|1200px|center]]
+<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:Bonus system service management set points.png|1200px|center]]
+<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;">Reward points</span> tab.
+[[File:Bonus system gift cards management.png|1200px|center]]
+<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:Bonus system gift cards management set points.png|1200px|center]]
+<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.
+[[File:Bonus system client side history upd.png|1200px|center]]<br><br>
+[[File:Bonus system client side profile button.png|1200px|center]]
+<br><br>
+. As soon as the client has enough points the button <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Select by points</span> becomes active on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the Gift cards</span> page on the booking website and such gift card can be purchased in exchange of these points.<br>
+As the result the client will get the gift card to his/her email or can copy its code in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Gift cards tab</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Your gift cards</span> and use as usual gift card for another purchases or make someone a present.
+[[File:Bonus system client side gift cards.png|1200px|center]]
+<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;">Reward points report</span>. Please use the filter if necessary to see some selected results, export the data to Excel or .csv.
+[[File:Bonus system report path.png|1200px|center]]<br><br>
+[[File:Bonus system report overview upd.png|1200px|center]]
+<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:Bonus system report add bonuses search.png|1200px|center]]
+<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:Bonus system report line actions.png|1200px|center]]
+<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:Bonus system reward points in client report.png|1200px|center]]
+<br><br><br><br>