You can use the Accrual Settings when you are configuring a Regular loyalty program to specify the points to be awarded for any of the pre-defined actions performed by a guest.

Before you Begin

Make a note of the following:

  • You can choose to activate any of the 15 pre-defined actions, performing which, a guests can earn points specified for the action.
  • You can configure only 8 actions that will result in points getting added to the referrer.
  • The non-configurable options have NA against the action.

Accrual Settings

The accrual settings consists of the following four columns:

  • Action: Has list of actions that you need to select and activate points accrual.
  • Points Earned: Enter the points to be awarded for the selected action.
  • For Amount Spent: Enter an amount to be spent by the guest to receive the number of points specified for the action.
  • Point to Referrer: Enter the number of points to be awarded to the referrer of a guest for an amount spent by the referred guest.
    Note: The referrer of the guest continues to accrue points on actions by the referred guest for perpetuity.

Example:

Consider the following screenshot:

In the above image:

  • Two out of the three actions have been activated for points accrual.
  • Fields that have NA are non-configurable. Notice, you cannot configure Points to Referrer for the first action.
  • For the third action, the entry means, if a guest spends $100 to purchase a day package, 20 points are awarded to the guest, and the referrer of the guest earns 5 points.

Actions Explained

  1. First visit and payment: Guest visits the center, avails a service, makes full payment, and the invoice is closed.
    Note: Purchase of service is a must to accrue points on the first visit.
  2. Purchase a service: Guest purchases a service (either at the center or online (Webstore or CMA)), makes full payment, and the invoice is closed.
  3. Purchase a day package: Guest purchases a day package (either at the center or online (Webstore or CMA)), makes full payment, and the invoice is closed.
  4. Rebook a service: Guest rebooks a service, avails the rebooked service, makes full payment, and the invoice is closed.
    Note: A guest is considered to have rebooked when:
    - The guest visits a center, avails a service, and the invoice is closed.
    - The guest makes another booking on the same day (either at the center
       or online (Webstore or CMA)).
  5. Purchase a product: Guest purchases a product (either at the center or online (Webstore or CMA)), makes full payment, and the invoice is closed.
  6. Purchase a membership: Guest purchases a membership (either at the center or online (Webstore or CMA)), makes full payment, and the invoice is closed.
  7. Purchase a Series and Custom package: Guest purchases a series and custom package (either at the center or online (Webstore or CMA)), makes full payment, and the invoice is closed.
  8. Purchase a gift card: Guest purchases a gift card (either at the center or online (Webstore or CMA)), makes full payment, and the invoice is closed.
  9. Provide feedback: Guest provides feedback and it is captured in Zenoti.
    Note: The feedback can be entered by the guest, front desk, or from an Employee or Customer Mobile Application.
  10. Online – Signup: Guest creates a new account from the Webstore or from the Customer Mobile Application (CMA).
  11. Online - Share feedback with other guests: Guest gives feedback, gives permission to share, and the feedback is reviewed and finally shared by marketing personnel on the organization's Webstore or social platforms (Facebook and Twitter).
  12. Online - Book an appointment: Guest books an appointment from the Webstore or from the CMA, visits the center, takes the service, makes the payment, and the invoice is closed.
  13. Referring a new guest: Award points for referring a new guest. The referrer gets points when the referred guest visits the center, takes a service, or makes a purchase, pays in full and the invoice is closed. 
  14. Purchase of membership by referred guest: The referred guest purchases a membership (either recurring or non-recurring membership at the center or online (Webstore or CMA)) for the first time, makes full payment, and the invoice is closed.
    Note: Points are awarded only the first time the referred guest purchases a membership. On subsequent membership purchases by the referred guest, no points are awarded to the referring guest.
  15. Purchase of series and custom package by referred guest: The referred guest purchases a package (either series or custom at the center or online (Webstore or CMA)) for the first time, makes full payment, and the invoice is closed.
    Note: Points are awarded only the first time the referred guest purchases a package. On subsequent package purchases by the referred guest, no points are awarded to the referring guest.
  16. Welcome bonus for members: Award a fixed number of loyalty points (say, 500 points) as a welcome bonus when a member enrolls in a Regular loyalty points program. The points are awarded only when a guest purchases a membership (recurring or non-recurring) for the first time.
    Note:
    a) You can select this option only when the setting, Restrict loyalty points program to members only, is set to Yes.
    b) Zenoti does not award bonus points on subsequent membership purchases, while the guest is a member.
    c) Rewarding welcome bonus points for members is also supported on Zenoti Mobile iOS and Android.

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