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Loyalty and Incentive Programs |
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Client Loyalty Points Program
Salon & Spa contains features
to operate a loyalty points program. To set up the
program open Preferences and select the loyalty tab.
Preferences, Loyalty Tab
Check the Use Loyalty points
program box and enter the number of points to be awarded for each dollar
spent and the value you wish to give to each point. The above example
shows one point for each dollar spent and the point value of 1
cent. Click on save preferences.
The system will ask you to shut
down salon & spa then restart to create the clients points file and
ready it for use. each client's points will be set to zero.
As sales transactions are completed points will be
awarded to the clients. The number of points awarded for a sale
and the client's total points will be shown on the sales receipt each
time the client is in to the salon/spa.
Note.
be careful not to un-check the box in preferences for the points program.
if you do you will be warned that you are discontinuing your points
program. Saving preferences with it unchecked will discontinue the
program.
The points program manager tool shown
below can be accessed from the sales administration tools menu. When opened it will list and summarize all of your
clients' points totals both current and lifetime points. It will
show the number of visits for the client since the last use of points
and the date the client last used their points in a purchase.
You may adjust the points total for any client by
clicking on the client's current points total in the
list. Type the amount you want to add or subtract from the total
in the Add Points box and click on save. Note that a positive
number adds to the total and a negative number subtracts.
Points Manager
The manager can also print a points
summary giving a list of the clients with their
points totals and the total points liability.
When you select a client during a sales transaction and
their name is displayed at the top of the sales screen their current point
total and value will be shown as below.
Clicking on the folder icon will bring up the
client tool box as below allowing you to view the clients loyalty
point history as well as other histories for the client that are
available.
Client Tool Box
Clicking on the points button will open the following screen which will show the
client's points history. You may print a points
statement if the client would like one.
Points View Screen
Loyalty points may be used to purchase
or partially pay for purchases that the client makes.
If the current points value as shown
on the screen is equal to or greater than the purchase price including
taxes you may select points as the single tender. The system will
select the number of points needed and enter the tender for completion.
If the current points value as shown
on the screen is less than the total purchase including taxes you still
can use some or all of the client's points by selecting a split tender.
Note that the points must be entered
as the first tender type. Select P points from the pull down list
or enter P and press ENTER or click on the use points button. The points
selection window shown below will open and you can select the number of
points that the client wants to use or use all their points. Enter
the number to use and press ENTER then OK and the tender will be
entered. Select the second tender to complete the sale as normal
for a split tender.
Points Tender Screen |