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14.0 Managing Salon & Spa Loyalty
and Incentive Programs
Salon & Spa is designed to
enable you to provide superb customer service. Your knowledge of
your clients will be extensive and very easy to access. Salon & Spa
provides history records, formula records, addresses, phone numbers,
remembers birthdays, tracks tanning times and many other bits of
information. To enhance client loyalty to your salon and staff a
number of special features can be enabled.
For advanced
client loyalty features to be available you must
use pre priced service inventory or what is called Pricing Tables.
To insure this feature is turned on and active look in Preferences at
the Policy Tab and you should see the Use Pricing Tables box
checked, if not check it and Save your Preferences.
14.0.1
Detailed Gift Certificate Program
Enable the gift certificate program in
preferences. Once this is done menu selections and icons for the
program will function.
You may enter all older gift
certificates that may have been already issued into the program using
the Add Old Gift Certificates from the tools menu. Certificates
may be for a fixed dollar amount or for a selected service. When
selecting a service the price of the service will be set in the
certificate amount. If you want the taxes to be added to the price
by default check the box in preferences that indicates Gift Certificate
Tax Default = Yes. You can override the default setting by
checking or un-checking the Include Applicable Tax box. Certificates
should be issued with a number for tracking. After entering the first
number the system will increment the numbers for you. The gift
certificate number will be added to the receipt record for tracking
purposes.
Add Old Gift
Certificate
Normal addition of new
certificates at the time of sale uses the dialog shown below. Select the .GIFT item from the items entry box and the
dialog will appear. Note that you must enter a name in purchased
for. After entering the information click on Accept and the amount
will be entered in the sale and the certificate will be entered into the
system.
New
Gift Certificate
You may manage your gift
certificate program using the gift certificate manager, access this
window from the Administration Tools menu by selecting Gift Certificate and Prepaid
Service History.
Gift
Certificate Manager
A number of reports are
available by clicking on the Tools and Reports button.
Tools and Reports Menu
Gift Certificate Reports
To use a gift certificate as
tender click on the gift certificate icon or enter tender type 8. Enter the certificate
number and click on Look up the Certificate. The Owners name will
be displayed as well as current value, the tender amount required and
the value of the certificate after the sale is completed. if there
is sufficient room on the certificate click on accept then complete the
sale as normal. The certificate file will be updated. if the
certificate remaining value is not sufficient for the full tender you could accept the
certificate as part of a split tender.
Gift Certificate Tender Screen
14.0.2 Discounts and Up Charges
Immediately after selecting an
inventory item (either service or retail product) you may click on the
discount/up charge button to adjust the price of the item.
Discount Up Charge Button
Discount Up Charge Dialog
After entering the percent or dollar
discount or up charge click on accept then enter the number of the
items and proceed as normal. The adjustment made at this point
is not noted in the sale record.
14.0.3
Dollar Value and Percent Off Coupons (Discount)
A coupon is not
entered into inventory but selected prior to entering the final tender
and is considered part of the tender. Before you enter the tender
type click on the coupon button and enter the percent off in the
dialog shown below. Clicking on apply will reduce the amount of
the sale and taxes and record the coupon use in the transaction. Complete
the sale normally by selecting the tender type and completing the sale.
this type of coupon is useful for incentive programs where you mail
out single use discount coupons to your clients. Note that the
dialog reminds the staff to check the expiry date of the coupon.
Discount Coupon
14.0.4
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.
Loyalty Tab in Preferences
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.
Loyalty Points Program 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.
Loyalty
Points Display and Link
Clicking on the loyalty
points link will bring up 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.
Client Points
View/Print Statement
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 Dialog
14.0.5
Client Accounts (Charge Accounts)
The system will allow you to offer charge
accounts to pre authorized clients. See more on the use of accounts.
14.0.6
Client Referral Program
Salon & Spa will track referrals of clients by your
existing clients. When entering a new client click on the
referral button and indicate who referred the client to you.
Referral Dialog
In current year reports under the
client view you can get a referral report by period. This report
is useful for incentive programs.
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