You can use Zenoti to configure a Regular Loyalty program in your organization. You can define how guests can accrue points by purchasing specific services, products, or performing specific configured actions and later redeem them.

Note: The Regular Loyalty Program is configured at the organization level and is applicable to all centers within your organization.

To configure a Regular Loyalty Program in Zenoti: 

  1. Ensure you are at the Organization level, and on the main menu, click the Admin tab.
  2. In the Admin Dashboard, go to Organization > Organizations.
    The Edit Organization window opens.
  3. Click the Points tab.
  4. For the Loyalty Points Program Type, select Regular loyalty program.

5. Based on your requirements, complete the following options:

  1. Send loyalty points expiry reminder: Specify how many days before the loyalty points expire must the guest receive a reminder that the points are about to expire. Click here to learn more on configuring the Send loyalty points expiry reminder setting.
  2. Loyalty points accrual and redemption using: Specify if loyalty points must be accrued and redeemed on the pre-tax or the post-tax amount.
    To see how your selection affects the guests and the organization, see Enrollment and Points Accrual and Points Reversal.
  3. Points accrual type for rebooked services: Use this setting to reward guests with additional points when they rebook a service.
    You can choose to award guests a fixed number of points or award points based on the amount spent. Click here to learn how to set Flat Value or Based on amount spent.
  4. Loyalty Points Statement: Use this setting to configure sending loyalty points statements to guests by email or text messages on periodic basis. Click here to learn more about this setting.
  5. Accrual Settings: Choose to activate any of the 15 pre-defined actions and specify the points to be awarded for each action. All the actions have been explained here
  6. Restrict loyalty points program to members only: Regular Loyalty Program is by default available to all guests.
    Select this option to restrict the program to only the guests with a membership.
    Important: This setting restricts only the enrollment and not the redemption of loyalty points. A guest can continue to redeem points even if the membership expires.
    Example: Clara had a Platinum Membership when she was first enrolled into the loyalty program and has accrued 150 points.  Now if her Platinum Membership expires, she can still redeem the 150 points. Zenoti does not check if Clara's Platinum Membership is active during redemption.
  7. Points Expiry: By default, the points in a Regular Loyalty Program do not expire. If you want to set expiry for points, specify points expiry in days for the following:
    - Points expiry in days: Use this setting for specifying expiry (in days) for general
      actions such as booking an appointment or purchasing a product.
      By default, the value is set to Never expire. Meaning, points do not have an
      expiry date and will never expire. To set expiry, click the Never expire link and
      enter the desired number.
      Example: If you enter 90 in this field, guests must redeem points within 90 days
      of accrual, else the points will expire.
    - Expiry for points earned online: Use this setting for specifying expiry (in days)
      for online actions such as booking an appointment online, signing-up online, or
      sharing feedback.  
      By default, the value is set to Never expire. Meaning, points do not have an
      expiry date and will never expire. To set expiry, click the Never expire link and
      enter the desired number.
      Example: If you enter 90 in this field, guests must redeem points within 90 days
      of accrual, else the points will expire.
  8. Round Points: Use this option to specify if the loyalty points must be rounded up or down.
    - Up: Select this option if Zenoti must round up the loyalty points to a higher
       value.
    - Down: Select this option if Zenoti must round down the loyalty points to a lower
       value.
    Example: If a guest spends $25, and if 1 point is awarded for every $10 spent, then the guest will earn 2.5 points.
    Based on the selection the points are rounded as follows:
    - Up: The points are rounded to 3.
    - Down: The points are rounded to 2.
  9. Payments that Award Points: Zenoti by default awards points for monetary payments made by using cash, card and check. Custom payments, if configured, also result in points accrual.  Learn more about Loyalty Point Accrual on Custom Payments.
    The configurable option in this section is:
    - Award points for Pre-paid card payments: By default, purchases using pre-paid
      cards do not result in points accrual.Select this field to allow points accrual
      on purchases using pre-paid cards as well.
  10. Redemption Settings: Specify the redemption criteria. Click here to learn more about Redemption Settings.

6. Click Save.
The Regular Loyalty program is configured for your organization.

See Also


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