Client Connect: Rewards & Referrals

If you already have Client Connect: Automated Email Marketing and Mass Email you will need to Purchase and configure Rewards & Referrals under Manage > Client Connect

Rewards & Referrals is a premium feature that offers enhanced text messaging. That means no more managing of cell phone providers and guaranteed on-time delivery of your automated text messages.

Learn how to enable Client Connect Premium Features!

How to Configure Rewards
One reward point is equal to one cent ($0.01) in future redeemable value. Points are only redeemable 24 hours after they are earned (this is a fraud prevention measure).
You can set the minimum redemption amount in whole dollars as low as $1 or as high as you want. To pause or stop reward redemptions, set minimum redemption amount to zero.
In this example, a customer can redeem their points once they have earned $5 (500 points) and waited at least 24 hours.

Next, click a client action to activate and define related rewards amounts. For the actions that are not transactional (Client Referral, Online Client Scheduling Appointment, Prebooked Appointment, and Product Reservation), rewards are earned per action.
For the transactional actions (Package/Membership Purchases, Retail Purchases, Service Purchases), rewards are earned PER DOLLAR.
In the example below, when a customer purchases a haircut, they will earn 2 points per dollar. If a haircut costs $100, 200 points will be earned.
Configuring a Reward:

To make an action eligible for rewards, check the box next to "Active," or uncheck to disable a related rewards.
If active, enter the number of points to earn per Instance (or Dollar) and click Save.

How to check the balance of a client's rewards:
When you need to see what the Points Balance of the client’s points are whether pending or redeemable you will be able to see both options on the Client Log.
Manage>Clients>Search by Name or Phone>Client Log>Rewards
Schedule>Client Appointment>Client Log

How to redeem rewards:

When a client is ready to redeem the awarded points you will do so on the collect payment screen.
The ticket total must be more than the points being redeemed.
Sales Ticket>Collect Payment>Redeem button>Payment Type>Finish

*Needing to adjust a service/product price after a ticket has been closed it also adjusts the points given.
*A client creates an online appointment/product reservation they will only receive points once the transaction has closed.  
*Merging two client records the points will merge as well.
*On sold package/membership points are only given for the sale of the package/membership not the services.
*If there is a discount on a service/product points awarded will be on the discounted amount.


Referrals will Grow your Client base by letting your Clients refer their friends and family.
This can be found in all client cards under Referred By: this is a client search box and after saved can not be changed.

NEW Client Confirmations via Text Message!
Your clients can now confirm their appointments via Text when you have the Client Connect Premium Bundle!
Once you are signed up for all three Client Connect Features you will have the option to turn on Client Confirmations via TEXT and Client Profile Photos!

When you have our Premium Package you are able to create Client’s Profile Photo and have the ability to store up to 20 images or files.
  1. Client Profile & History
  2. Go to Uploads tab
  3. Browse an Image or File
  4. To make the image the profile photo be sure to check the box BEFORE you upload
  5. Click Upload once an image has been selected
  6. Save Profile

Did you find this article helpful?