Points are given to customers as an incentive to purchase more items from the business. Clients can collect points when booking classes and services or purchasing products, memberships, and packages. They then can use points to get items for free once they reach a specific point total set by you.
To use points, follow these steps.
Related Articles: Assign Points to Services and Classes
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Begin the checkout process. Ensure that you have a customer selected with items added to the shopping cart.
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You can view the customer's Current Point Balance when selected.
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Select the checkbox in the Use Pts column to apply points. Deselect the checkbox to not redeem the item with points.
Keep in Mind
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Points are applied by default if the customer has enough points to get the item for free.
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The Pts column must have a value to be redeemed. If the value under Pts is 0, then you cannot redeem the item with points. You must change this value in the Service/Class Menu. See the following article: Assign Points to Services and Classes.
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If the customer has a membership or package discount applied, you cannot use points for that item unless you decide not to use the package or membership. Vagaro will always apply Memberships or Packages first.
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The Amount Due will reflect any redeemed items. You can click Checkout if the Amount Due is 0.
Manage and Edit a Customer's Points
Tracking Customer Points: You can keep track of a customer's points balance in their client profile.
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Go to Customers and select a customer.
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View their points balance on the Profile page. You can also edit the points balance from here.
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Begin the checkout process. Ensure that you have a customer selected with items added to the shopping cart.
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You can view the customer's Current Point Balance when selected.
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Tap Shopping Cart.
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Tap a service.
Keep in Mind
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Points are applied by default if the customer has enough points to get the item for free.
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Remember, if the item has been added to a package or membership, you will not see the Use Points option unless you decide not to use the package or membership. This is because the system will default to these options first.
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Toggle Use Points on or off.
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Tap Save.
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Tap Done.
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Enter the payment information, then tap Checkout.
Note
Tracking Customer Points: You can keep track of a customer's points balance in their client profile. To do so, follow these steps.
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Tap Customers.
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Select a customer. This action takes you to the client's profile.
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Select the Data tab to see the points balance.
Comments
17 comments
Thx
Why does the system automatically apply the points at checkout? Why isn’t there a toggle switch to default this to NOT APPLY THE POINTS AT CHECKOUT??? Fix this.
Hi Melinda. I will send your feedback to the management team. In the meantime, if you do not want to use points, you can click the box that corresponds to the item under Use Pts.
I have had my point system set up and working for a while, but today it went back to saying "points usage should be greater than zero". My client has enough points, and I have points setup to redeem on the service, just not sure why it is glitching now.
Hi Brandon. Sorry to hear about this. When you get a chance, please email support@vagaro.com so one of our engineers can see exactly what's going on. In the meantime, I'd advise going back to the service on the Service/Class Menu and double-checking that you added a points value in the Points Given and Points Redeemed fields for that service or item.
I cannot get the system to allow points to be redeemed for product. Thoughts?
Hi Valerie. It looks like the price of that product is $0. I'd advise setting a price for the product so that you can use points to redeem it. Please let me know if this helps.
is the point system and daily deals a free service included in our subscription?
Hi Raquel. The point system is a free service. The daily deals feature is included in the email marketing quota. You can send up to 1,000 marketing emails for free per month, but once you go over this amount, there are different monthly payment plans, depending on the number of emails you want to send per month. Click here to learn more.
Are points only given when clients book their own appointments via the customer app or are they also given when booked by me? Also, are the points given at time of booking or after completing service?
Hi Lee,
Points are only assigned to a Client once their Appointment has been checked out and marked as Service Completed. Clients do not receive Points when an Appointment is booked, regardless of who booked the Appointment.
I don't understand why I can't apply points to a product or service unless the customer has enough to get it for free. If the client has enough points to redeem part of the cost of that product or service, they should be able to use them. For example, say the client is buying something for $100, if they have $20 worth of points, they should be able to use that!
If you have points assigned to be redeemed for services and products, can the client only use the points gained by services on services, and on retail only on retail?
Once the points are used in either manner, what happens to the unused portion? Do they have an expiration date?
Points earned can be used for anything: services or products, no matter how they were accumulated. Unused points stay in the customer's account until redeemed.
Can you add an expiration date to points where they expire if they aren't used by a certain date?
Sorry, but there is currently no way to do that. Unused points stay in the customer's account until redeemed.
There needs to be rewards for clients referring us new clients and it needs to be automatically tracked and rewarded from their profile under "referred by".
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