Loyalty Points: Manager Operations Handbook

Here is the complete list of articles to which you can refer for Loyalty Points Manager Operations Handbook:

Getting Started

• Introduction to Loyalty Programs and Loyalty Points

• Types of Loyalty Programs in Zenoti

• Regular vs. Tiered Loyalty Programs

Regular Loyalty Program

• Enrollment and Points Accrual

• Points Accrual: Pre-Tax and Post-Tax

• Points Reversal in a Regular Loyalty Program

• Configuring a Regular Loyalty Program

• Send Loyalty Points Expiry Reminder

• Loyalty Points Statement

• Points Accrual Type for Rebooked Services

• Loyalty Point Accrual on Custom Payments

• Accrual Settings in Regular Loyalty Program

• Role Permission for Employees to Add Loyalty Points

Tiered Loyalty Program

• Overview of a Tiered Loyalty Program

• Creating Tiers

• Tier Enrollment

• Configuring a Tiered Loyalty Program

• Loyalty Points Accrual in a Tiered Loyalty Program

• Points Reversal in a Tiered Loyalty Program

• Tier Upgrade and Downgrade

• Cancel a Guest's Tier Enrollment

• Permissions Required to Cancel a Tier Enrollment

• Enroll Guest Again

• Permission Required to Enroll Guests Directly into a Tier

• Permissions Required to Enroll a Guest Again

• Run Downgrade Check on Tier Expiry

• Closed Invoices in a Tiered Loyalty Program

• Access Manage Loyalty Points Tiers

Redemptions

• View Accrued Loyalty Points

• Redemption Settings in Loyalty Programs

• Loyalty Points Redemption: Pre and Post - Tax Examples

• Loyalty Points Redemptions in a Regular Loyalty Program

• Loyalty Points Redemptions in a Tiered Loyalty Program

• Loyalty Points Redemption Process

Notifications

• Loyalty Points Notifications

• Accessing the Loyalty Points Notification Templates

• Configuring Loyalty Points Notifications

• Macros Available for Loyalty Points

Marketing

• Overview of Loyalty Points Promotions

• Create a Loyalty Points Promotion

• Loyalty Points Promotion: General Tab

• Loyalty Points Promotion: Services Tab

• Loyalty Points Promotion: Products Tab

• Loyalty Points Promotion: Centers Tab

• Target Segment Based on Loyalty Points

• Create a Target Segment Based on Loyalty Points

Loyalty Points Reports

• Reports for Loyalty Points

• Loyalty Points Report: Balance as on Date

• Loyalty Points Report: Balance as on Date by Guest

• Loyalty Points Report: Sales

• Loyalty Points Report: Redemptions

• Loyalty Points Report: Expirations

• Loyalty Points Report: Enrollment

• Report: Liability - Loyalty Points

FAQs and Troubleshooting

• When are points accrued in a tiered loyalty program?

• Do not award loyalty points on discounted items

See Also

• Loyalty Points: Front-Desk Operations Handbook