Managing customers rewards is done in three sections
You can find these 3 sections in the Admin menu under R&R Setup
Point Setup
You can find these 3 sections in the Admin menu under R&R Setup
- Add Tier – See the chart to understand how referrals are interlinked.
- Establish a point value for each level, and each visit
Levels Setup
Define rewards tiers to be required in order to redeem rewards restricted to that level (see below).
Reward Setup
- Name an award
- Establish a point value for the reward
- Set the minimum eligible level to be able to redeem the reward
- You can also delete reward options from here
How do I recognize rewards?
From the Workflow screen, the “R” button will be green if clients qualify for awards.
- Click the “R” Icon and you will be brought to the customer profile screen.
- Click on “Rewards”
- Click on the Redemptions tab, then click Redeem next to the applicable reward if the client wishes to spend their points
- View Redemption History at the bottom
You can add make manual adjustments to a client's points by clicking the pencil next to the clients points balance
- You can both add and subtract points from this screen.
- The example here shows a situation where a mistake was made and the client is being awarded 40 extra points for redemption.
- Likewise, you can use points as a random thank you for your preferred clients.
- The system allows you complete flexibility in points management
