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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 in your salon. 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 in the salon and the value of 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 create
the points file setting the points for each client that is on your files
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 the points file will be deleted and all point totals will be
lost.
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. Note that it shows current points and
lifetime points. 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 for the salon/spa 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 points
total will be shown next to the Loyalty points link on the toolbar as
shown below.
Clicking on the Client Tools button to the right
will bring up the following dialog to view client histories including
points balances.
Client Tools Screen
Clicking on the points button will open the following screen which will show the
current points total and points value. You may print a points
statement if the client would like one.
Points View Screen
To use Loyalty points as
tender for a transaction enter tender type "P" or click on the
points button. The following window will open showing current points,
point value, tender amount required and the number of points needed
for the sale in the Use points button. Click on the Use Points
button and complete the sale in the normal manner.
If there are not sufficient
points in the clients account you will be advised. Note that
points may not by used in a split tender. The client must have
sufficient points for the complete purchase including taxes.
Points Tender Screen |