Keep your customers happy! Create a referral system and reward clients more points for referring customers to the business!
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 specific items for free if they have a sufficient enough point total.
To learn more about this feature, follow the steps below.
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On the Mobile Version
1. Tap Customers.
2. Select the customer.
3. Tap Edit.
4. Tap on the screen to enter the Points Balance. Then, tap Save at the top of the screen.
5. Tap on the Data tab to view the client's points total in their profile.
6. You'll be able to see the client's Points Balance on the checkout screen. Points can be applied to payments when the redeem value's met.
On the Desktop Version
1. Click Customers.
2. Select the customer.
3. Select the Profile tab.
4. Click Edit under Points Balance to change the client's Points Balance.
5. Enter the new Points Balance. Then click Save.
6. The update has been confirmed.
7. You'll be able to see the client's Points Balance on the checkout screen. Points can be applied toward services, classes, and products when the redeem value's met. To get started, find the item on the checkout screen. Then click on the checkbox under Use Pts.
Comments
2 comments
Is it possible to add a "history" for the points balance so that we can see when points were added or deducted? (Also, if there was a way to add a memo for it too, that would be incredibly awesome!! That way we can track when the points are being added and deducted, by whom and for what purpose.)
Hi Ms. Angela,
I think this is a great recommendation, but we don't have this functionality at this point. I would recommend sending a feature request to our development team. You can go to this link: https://feedback.vagaro.com/forums/915991-feature-requests.
The workaround would be to add that information as a Customer Note in the client's profile. You can at least track it that way.
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