Loyalty programs & memberships
Keep clients coming back with loyalty points and other automatic programs, or sell recurring memberships. These tools depend on your plan: if you don't see them, see Plans & billing.
Loyalty points#
- Go to Settings → Programs and find Loyalty points.
- Switch it on and set the Points earned per amount spent, the Points to redeem and the Reward (an amount off).
- Save.
Clients earn points on each visit. On the client's page, the Loyalty points card shows the balance and history: Redeem → coupon turns points into a discount code, and Adjust adds or removes points with a reason.
Other programs#
Settings → Programs also holds programs you can switch on and test one by one: Review requests, Post-visit tip request, Abandoned booking recovery, Birthday coupon, Rebooking reminders and Win-back automation. Use Test to try one before it reaches clients. Tips are covered in Accept tips and referrals in Run a referral program.
Membership plans#
- Go to Settings → Memberships and choose New plan.
- Enter the Plan name, Price and Billing interval (Monthly or Yearly), the Included credits per period, a standing Discount (%) and the Perks it includes.
- Choose the Billing: Manual if you collect payment yourself, or Stripe (recurring charge) to have Stripe charge the client each period on your own Stripe account.
- Choose Create plan.
Give a client a membership#
On the client's page, open the Membership card, choose a plan and Assign. The card shows the credits left and the renewal date, and lets you Pause, Resume or Cancel the membership. With Stripe billing it also shows the payment status. Clients see their membership in their own account.