The following table describes all the permissions available to manage coupons, gift cards, prepaid cards, issues, and loyalty programs. You can configure these permissions for each role in your organization.

Navigation

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

  2. Navigate to Organization > Security Roles.

  3. Select the desired employee role.

  4. Go to the Permissions tab.

  5. Expand Loyalty Program.

Permissions and Descriptions

Name

Description

Coupon

CouponExt: Allows extending the expiration date of a coupon

Export Loyalty

A user with this permission can export the data of the loyalty points program.

GiftCards

If your organization sells gift cards or prepaid cards, you can control the following permissions:

  • Add: Allows selling a gift card without authorization in the POS window.
    This means that an employee with the role permission to “Add” must authenticate the gift card sale in the POS window.

  • Edit: Allows editing details of a gift card template (from organization level > Admin > Setup > Gift Card Templates).

  • Delete: Allows deleting gift card templates (from organization level > Admin > Setup > Gift Card Templates).

  • Extend: Allows extending the expiration date of a gift card or prepaid card. Read: Edit a Gift Card Expiration Date

  • Refund: Allows refunding a purchased prepaid card.

  • Authorize Gift Card Sale: Allows the employee to approve the sale of a gift card sold with different price and value in the POS window. The employee must authenticate the sale by entering the username and password.
    Note: This is applicable only if the organization has enabled the setting to Enforce manager authorization while selling different price and value cards in the POS window.

  • Authorize Prepaid Card Sale: Allows the employee to approve the sale of a prepaid card sold with different price and value in the POS window. The employee must authenticate the sale by entering the username and password.
    Note: This is applicable only if the organization has enabled the setting to Enforce manager authorization while selling different price and value cards in the POS window.

  • Modify Value: Allows modifying the gift card or prepaid card value (if your organization sells different price and value cards, read: What is price and value in a gift card or prepaid card).

  • Display Gift Card Numbers: A user with this permission can allow the gift card numbers to be shown in Zenoti.

  • Show gift card numbers: If your organization has enabled the setting to mask the on-screen display of gift card numbers, then enable this permission to allow employees with a specific role to be able to view complete gift card numbers.

Issues

Issue tracking is a feature that allows you to create, monitor, and resolve the issues that arise from day-to-day operations.

You can control the following permissions for Issues:

LP Programs

Loyalty points promotion is a program that awards guests’ extra loyalty points for a limited period.

You can control the following permissions for LP Programs:

  • Add: Allows adding and configuring a new loyalty points promotion.

  • Edit: Allows editing an existing loyalty points promotion.

  • Delete: Allows deleting a loyalty points promotion.

LP Tiers

A Tiered Loyalty Program is available only to customers with an Enterprise license.
In this program, you can segregate guests into tiers based on the amount spent by them over a specified time period.You can control the following permissions for a Tiered Loyalty Program:

  • Add: Allows adding a new Loyalty Point Tier and defining its accrual settings. Read: Creating Tiers

  • Edit: Allows editing the accrual settings of an existing Loyalty Point Tier.

  • Delete: Allows deleting a Loyalty Point Tier.

  • Cancel Enrollment: Allows canceling the enrollment of a guest (who is in a tier) from the loyalty program. Read: Cancel a Guest’s Tier Enrollment

RelationshipType

Relationship types allow you to assign a relationship between guests to allow sharing of credit card information.
Note: This is applicable only when integrated with a payment gateway that allows storing cards such as Element PS, Stripe, Payment Express, and Moneris.You can control the following permissions for Relationship Types:

  • Add: Allows adding a new relationship type and making it active for use at all centers.

  • Edit: Allows editing an existing relationship type.

  • Delete: Allows deleting a relationship type.

View Loyalty Reports

You can enable or disable the permission to view any or all of the following Loyalty Point reports:

  • Guests

  • Balances

  • Custom Data

  • Enrollment

  • Feedback

  • Targets

Read: Loyalty Points Reports

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