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Custom Features (view source)

Revision as of 15:10, 18 January 2022

24 bytes added , 2 years ago

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'''Please note!'''

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*When you enable ~~Reward Points~~ 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]].

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*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

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

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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.

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

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[[File:Loyalty 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.

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

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[[File:Loyalty 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).

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

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

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

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[[File:Loyalty 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.

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

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

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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.

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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.

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

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[[File:Loyalty 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.

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

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[[File:Loyalty 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.

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

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[[File:Loyalty system client side history.png|1200px|center]]

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[[File:~~Bonus~~ system client side profile button.png|1200px|center]]

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[[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.

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

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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.

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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.

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

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

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

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[[File:Loyalty system report overview.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.

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

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[[File:Loyalty 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,

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

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[[File:Loyalty 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.

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

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[[File:Loyalty system reward points in client report.pngg|1200px|center]]

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