Set up regular loyalty program
Configure a regular loyalty program
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, follow these steps:
At the organization level, click the Configurations icon.
Search for and select Loyalty settings in the Loyalty program section.
From the Loyalty Points Program Type, select Regular loyalty program.
Specify if loyalty points must be accrued 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.
From the Points accrual type for rebooked services setting, you can choose to award guests with additional points when they rebook a service with a fixed number of points or points based on the amount spent. Click here to know if you need to set a flat value or base it on the amount spent according to your requirement.
To control who can enroll into loyalty programs and who can redeem loyalty points, enable Restrict loyalty points program to members only. If this setting is disabled, the default loyalty program applies to all guests.
To activate any of the 15 pre-defined actions and specify the points to be awarded for each action, use Accrual settings . Click here to learn more.
To specify expiry (in days) for general actions such as booking an appointment or purchasing a product, use Points expiry in days. To specify expiry (in days) for online actions such as booking an appointment online, signing-up online, or sharing feedback use Points expiry in days (earned online).
To define which payment methods should award loyalty points use the options under Payments that Award Points to setting.
To enforce loyalty points redemptions as increments of a specific number, enable the Enforce redemption of points in increments of setting. This setting continues to honor the Minimum points allowed for points redemption and Maximum points required for redemption in an invoice settings. Ensure to enforce an increment number that will not hinder normal redemptions. To learn how to set up points redemption appropriately, click here.
Click Save.
Impacts and considerations
Guests can redeem loyalty points even after their membership expires.
You can also set points to expire when a guest leaves the program and restrict points accrual during a grace period.
In Zenoti, when an invoice is refunded, points accrued against the original purchase are not reversed. However, some businesses may prefer to reverse the points against such refunds.
Manage regular loyalty program
Use the following settings to manage your regular loyalty program:
At the organization level, click the Configurations icon.
Search for and select Loyalty settings in the Loyalty program section.
From the Loyalty Points Program Type, select Regular loyalty program.
In open invoices, you can choose to award guests with points when they schedule payments for their packages.
To send loyalty points statements to guests by email or text messages on periodic basis, enable the Loyalty Points Statement setting. You can set the start date and frequency of the statement. Click here to learn more about this setting.
To send your guests reminders that their loyalty points are expiring soon, enable the Send loyalty points expiry reminder setting. Click Add multiple reminders to know more.
To specify if the loyalty points must be rounded up or down, use Round Points.
To specify the minimum number of loyalty points that the guest must redeem on an invoice, use Minimum points required for redemption is.
To specify the maximum number of loyalty points that can be redeemed either as a number or as a percentage of the invoice, use Maximum redemption in a single invoice.
To define the currency value for 1 loyalty point, use 1 loyalty point is equal to. For example, if you enter 0.20 in this field, and organizations unit of currency is Dollar, then each loyalty point is equal to 20 Cents.
To specify if the guest can redeem points against products, services, series, custom packages, day packages, and gift cards, use Loyalty points can be redeemed on.
To ensure guests sign the terms and conditions to redeem their points, enable the Require guest to sign terms and conditions before redemption setting.
For the service provider to be paid a commission as per the slab set for the Free Service Revenue, use Calculate commission on point redemption amount as a Free Service. The commission then is paid on payments made via cash, card, check, gift card, or configured custom payments.
Click Save.
Loyalty points update reason
Enrollment and points accrual
Enrollment
Any guest (existing or new) visiting a center is automatically enrolled into the Regular Loyalty Program (unless specifically restricted to members).
Points accrual
Points are accrued based on the amount spent to avail a service, buy a product, or for performing specific actions, for example, referring a new guest, giving feedback, etc.
Points are accrued when payment is made using cash, card, check, or custom payment. You can configure pre-paid card to award points as well.
Points accrued in a Regular loyalty programs is accrued based on your pre and post-tax settings.
Points are accrued immediately when an invoice is closed.
You can set an expiry for the accrued points.
Points reversal in a regular loyalty program
In a Regular Loyalty program, loyalty points are reversed based on the following:
If an invoice is refunded, the points are not reversed.
If an invoice is reopened, the accrued points for that invoice are reversed. When the reopened invoice is closed, points are accrued based on the new amount spent.
If an invoice is reopened, and if there are no balance points available to reverse (because the guest has already redeemed them), the guest's points balance will turn negative, and any points accrual will be used towards the clearing of the negative balance.
Examples:
1. If a guest avails a service worth $300, makes a payment, and 60 points are awarded. If the organization decides to refund the payment due to any reason (for example, guest is not satisfied with the service), here is what happens to the points:
The awarded points (60 in this case) are not reversed.
2. If a guest buys a product worth $300, makes a payment, and 60 points are awarded. If the guest decides to exchange the product for another product worth $250, here is what happens to the points:
When the invoice is reopened, the points awarded for the invoice (60 in this case) become zero.
When the invoice is closed again, new points are awarded (50 in this case).