Your organization may require the guests to be aware of the terms and conditions (T&Cs) of the loyalty program before they can redeem their points. You can create a custom form that details the T&C of their loyalty program and make it a requirement for guests to sign in before they can redeem loyalty points. Guests can sign the form while they are either at the center or they can sign it online - using an email link.

To upload a loyalty form

  1. At the organization level, click the Admin icon.

  2. Navigate to Custom Fields > Custom Forms.

  3. Click Add.
    The Create Custom Form page appears.

  4. Complete the following fields for the custom form:

    • Name: Enter a name for the form.
      Example: Loyalty Program Form.

    • Code: Enter a code for the form.
      Example, LPF

    • Description: Enter a description. This is an optional field.

    • Assigned To: To associate the HTML custom form to the loyalty program, select the Loyalty option.

  5. Click Next.

  6. (Optional) Click Preview to view your form before saving the changes.
    This allows you to view your form with multiple fields in one single screen.

  7. Add your HTML to the text area and click Save.

    You have successfully uploaded the custom form for loyalty program.

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