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Update Client loyalty master settings
Update Client loyalty master settings
In this guide, you’ll learn how to customize Client loyalty settings for your workspace, including how to adjust the theme and choose which items will count toward earning points and advancing through tiers.
Choose which items count toward points and tiers
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From the main menu on the left of your screen, go to Settings.
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Click on the Client loyalty category to manage the master settings.
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Next to Eligible sale items, click on the Edit button to view item options.
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In the Edit eligible sales item view, update the following details:
- Items included in a sale: Click on Edit next to Services, Products, or Memberships, tick the items to include, then click Apply. Tick the box next to Gift cards to include them.
- Include parts of a sale: Tick the boxes next to any additional sale elements, like taxes or service charges, to include them.
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Click on the Save button in the top right to update the settings.
Your selected items and sale components will now count towards Loyalty points and tier advancement. The Subtotal is always included in the calculation of points earned and a client's tier progress.
Set the color theme for your Client loyalty program
- From the main menu on the left of your screen, go to Settings.
- Click on the Client loyalty category to view and manage your Loyalty settings.
- Next to Loyalty theme design, click on the Edit button to view the theme options.
- In the Edit theme view, preview and choose a theme by selecting a color option on the left.
- Click on the Save button in the top right to update the Client loyalty theme.
The color theme you set appears to clients when they view their loyalty rewards in their Fresha account. Any changes update immediately for all clients.
Add terms and conditions for your Client loyalty program
- From the main menu on the left of your screen, go to Settings.
- Click on the Client loyalty category to view and manage your Loyalty settings.
- Next to Terms and conditions, click on the Add button to include additional information about your program.
- In the Edit terms and conditions view, enter a description that will be shown to clients as the terms and conditions for your Loyalty program.
- Click the Save button in the top right to update the terms and conditions.
Any changes made to your terms and conditions will immediately be updated, and clients can access this through their Fresha account.
FAQs
Yes, if taxes are included, taxes paid on sale items that are eligible for earnings are included. For example, if a client purchases a $100 haircut with a tax rate of 10% and earns 1 point per $1 spent, they will earn 110 points in total.
Cancelled or missed appointments, including any associated fees, aren’t counted toward earning points or progressing through tiers, helping ensure points and tiers are based on completed visits.
When you edit eligible sale items, clients will earn points and advance through tiers based on your new settings.
Clients are automatically enrolled when they book an appointment or make a purchase. However, including terms and conditions helps establish clear guidelines for your Loyalty program.
If you disable the Client loyalty add-on, clients will no longer earn points or have access to their tiers. Their existing points will be preserved, but their tiers and associated rewards won’t be. When reactivated, tiers will be recalculated based on your current settings.
Refunds are not automatically deducted from earned points. However, you can manually adjust the client's points after processing a refund.
Your terms and conditions apply to the entire Loyalty program, not individual tiers.
Yes, clients can check their points balance through their Fresha client account.