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Manage loyalty points

Regular program

In the regular program, the guest earns points automatically on each invoice closure.

View rewards available

  • x Rewards available y

    The guest has y number of x rewards.

    Example: Your center awards $10 on every 50 points and the guest has 100 points, then you can see $10 Rewards available 2 in the guest profile.

  • Points until next reward - z points

    The guest must earn z points to earn the next reward.

    Example: If your center awards on every 10 points, and the guest has 8 points, then you can see Points until next reward 2 in the guest profile.

Tiered program

In a tiered program, the guest earns points only after enrollment into a program.

Enroll the guest

Important

Ensure that the Opt in to Loyalty program option is selected on the General tab.

  1. Click Spent Amount.

  2. Click Enroll.

  3. On the Enroll Guest window, select the tier:

    • Highest tier: To award points to the highest tier without considering the spent amount.

    • Applicable tier: To award points based on the amount spent.

  4. Enter your credentials. If you do not have permission to enroll a guest, reach out to your manager.

  5. In the Comments box, enter any notes that you want to add.

  6. Click Ok.

Add points

  1. Click Add Points.

  2. On the Add Loyalty Points window, enter the details.

  3. Click Add Points.

Remove points

  1. From the No. of points drop-down list, select Remove and enter the number of loyalty points to remove.

  2. For points with an expiry date, select the Expiry Date.

    Note

    • If the guest has a combination of points with and without expiry, you must first remove the points with expiry and then remove the points without expiry.

    • To manually remove loyalty points, the expiration date used for the removal must be the same as the original points accrual record.

  3. Select Reason, add a comment and click OK. If you are unable to remove points, reach out to your manager.

View spent amount

Click Spent Amount to view the amount spent by the guest in the last 12 months.

Extend expiry date

  1. In the Redemption End column, click the link.

  2. Click the calendar icon and pick a date.

  3. Click Save.

Cancel enrollment

  1. Click Cancel.

  2. On the confirmation dialog box, click OK.

    Important

    When the guest is removed from the program, the Opt in to Loyalty program option gets cleared on the General tab.

Other actions

Action

Steps

Email terms and conditions

Before the guest can pay using points, the guest must sign the terms and conditions of the program.

  1. Click the View Terms and Conditions link.

  2. On the Loyalty Points Form dialog box, click the Email link.

  3. On the Alert dialog box, click OK.

Accept terms and conditions on behalf of the guest

  1. Click the View Terms and Conditions link.

  2. On the Loyalty Points Form dialog box, click the View link.

  3. Scroll to the end of the document and select the I accept the terms and conditions checkbox.

  4. Click Submit and Close. On the Alert dialog box, click OK.

View actions on which points were earned

You can view the list of actions for which the guest has earned points. Points in negative indicate that the points were reversed due to a refund.

View balance or active points

You can view the total balance points and the equivalent amount that the guest has. Click the points link to view details.

View invoice and take payment

Click the invoice number to view the invoice.

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