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Set up and manage Client loyalty points
Set up and manage Client loyalty points
In this guide, you’ll learn how to set up a point-based loyalty program that allows clients to earn and spend points measured by their engagement with your business.
How Loyalty points work
You can set up Loyalty points to reward clients for their engagement with your business. Clients earn points for various interactions and can exchange them for rewards like discounts and free items.
Points can be earned when clients:
- Make a purchase: Earn points based on money spent.
- Leave a review: Earn points for leaving a review after the appointment.
- Book online: Earn points for completing appointments booked online.
- Complete appointments: Earn points for attending a set number of appointments.
Set up ways to earn Loyalty points
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From the main menu on the left of your screen, go to Clients.
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In the left menu panel, select Client loyalty to view and manage your points settings.
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Next to Loyalty points, click on Enable to allow clients to earn and spend points.
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From the list of Ways to earn points, click on Actions and select Edit from the panel.
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In the Edit points earned view, update the following details to define how clients earn points for each interaction:
- Earning type: Choose whether clients earn points based on the amount spent (Incremental) or a set number of points per purchase (Fixed).
- Amount of points earned: Specify the number of points clients will receive for different interactions.
- Minimum spend requirements: Set a minimum amount that clients need to spend to earn the points.
- Earning limits: Tick the boxes to set how often clients can earn points, then enter the limit values.
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Click on the Save button in the top right to save the way to earn points.
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From the main menu at the bottom of your screen, tap the More icon and open Clients.
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Select Client loyalty to view and manage your points settings.
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Under Loyalty points, tap on Enable to allow clients to earn and spend points.
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From the list of Ways to earn points, tap on Actions (three dots) and select Edit from the options.
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In the Edit points earned view, update the following details to define how clients earn points for each interaction:
- Earning type: Choose whether clients earn points based on the amount spent (Incremental) or a set number of points per purchase (Fixed).
- Amount of points earned: Specify the number of points clients will receive for different interactions.
- Minimum spend requirements: Set a minimum amount that clients need to spend to earn the points.
- Earning limits: Tick the boxes to set how often clients can earn points, then enter the limit values.
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Tap on the Save button at the bottom to update the way to earn points.
Clients will now start earning points based on your settings. You can update these settings at any time using the same steps, and changes will apply instantly.
Create discount rewards that clients can claim using their Loyalty points
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From the main menu on the left of your screen, go to Clients.
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In the left menu panel, select Client loyalty to view and manage your points settings.
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Under Ways to spend points, click on the Add reward button to create a new way for clients to spend points.
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In the Reward type step, select either Amount discount or Percentage discount.
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In the Discount reward step, update the following details:
- Point redemption method: For an Amount discount reward, choose whether clients must spend a fixed amount of points or spend in increments. If increments are selected, set the minimum and maximum point thresholds.
- Points requirement: Enter how many points clients must spend to receive a percentage discount. For example, spending 100 points gives a 10% or $10 discount.
- Eligible items: Click Edit to open the pop-up. Select the items you want the discount to apply to (Services, Products, Memberships, or Gift cards), then click Apply.
- Redemption limits: Set redemption limits like minimum spend, expiry timeframe, whether the discount can be used with other offers or restrict to in-store redemption.
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Click on the Add button in the top right to save the discount reward.
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From the main menu at the bottom of your screen, tap the More icon and open Clients.
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Select Client loyalty to view and manage your points settings.
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Under Ways to spend points, tap on the Add reward button to create a new way to spend points.
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In the Choose reward type step, select either Amount discount or Percentage discount.
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In the Add discount reward step, update the following details:
- Point redemption method: For an Amount discount reward, choose whether clients must spend a fixed amount of points or spend in increments. If increments are selected, set the minimum and maximum point thresholds.
- Points requirement: Enter how many points clients must spend to receive a percentage discount. For example, spending 100 points gives a 10% or $10 discount.
- Eligible items: Tap Edit to open the pop-up. Select the items you want the discount to apply to (Services, Products, Memberships, or Gift cards), then tap Apply.
- Redemption limits: Set redemption limits like minimum spend, expiry timeframe, whether the discount can be used with other offers or restrict to in-store redemption.
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Tap on the Add button at the bottom to save the reward.
The discount reward will be immediately available for clients to claim using their points. You can follow the same steps to make changes.
Create free item rewards that clients can claim using their Loyalty points
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From the main menu on the left of your screen, go to Clients.
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In the left menu panel, select Client loyalty to view and manage your points settings.
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Under Ways to spend points, click on the Add reward button to create a new way for clients to spend points.
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In the Reward type step, select either Free services or Free products.
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In the Free service/product reward step, update the following details:
- Selected services/products: Click Edit next to Services or Products, tick the items to include, then click Apply.
- Points cost: Enter how many points clients must spend to claim the free service/product.
- Redemption limits: Set redemption limits like minimum spend, expiry timeframe, or restrict to in-store redemption.
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Click on the Add button in the top right to save the free item reward.
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From the main menu at the bottom of your screen, tap the More icon and open Clients.
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Select Client loyalty to view and manage your points settings.
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Under Ways to spend points, tap on the Add reward button to create a new way to spend points.
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In the Choose reward type step, select either the Free services or Free products option.
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In the Add free service/product reward step, update the following details:
- Selected services/products: Select which items are available for redemption. Tap Edit next to the item type to select the specific items you want to include and tap Apply.
- Points cost: Enter how many points clients must spend to claim the free service/product.
- Redemption limits: Set redemption limits like minimum spend, expiry timeframe, or restrict to in-store redemption.
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Tap on the Add button at the bottom to save the reward.
The free service/product reward will be immediately available for clients to claim with their points. You can follow the same steps to make edits.
Manage Loyalty point settings
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From the main menu on the left of your screen, go to Clients.
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In the left menu panel, select Client loyalty to view and manage your points settings.
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Next to Loyalty points, click on the Actions button and select one of the following options from the panel:
- Edit: Update the points expiry to either 12 or 24 months. Click the Save button in the top right to confirm your changes. By default, unused points expire after 12 months.
- Disable: Turn off Loyalty points. Clients will no longer earn or use their points to claim rewards. Click on the Disable button in the pop-up to confirm.
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From the main menu at the bottom of your screen, tap the More icon and open Clients.
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Select Client loyalty to view and manage your points settings.
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Next to Loyalty points, tap on Actions (three dots) and select one of the following options:
- Edit: Update the points expiry to either 12 or 24 months, depending on your preference. Tap the Save button at the bottom to confirm your changes. By default, unused points expire after 12 months.
- Disable: Turn off Loyalty points. Clients will no longer earn points or use their points to claim rewards. Tap the Disable button in the pop-up to confirm.
Once you have updated expiry settings for Loyalty points, the changes will only apply to points earned from that date onward. Points earned before the update will still follow the original expiration rules.
If you disable Loyalty points, any existing points will stay in your clients’ accounts but can’t be used until you re-enable it.
FAQs
Yes, you can customize point values for different services by creating multiple, specific rewards. When setting up Loyalty points, you'll choose which services, products, memberships, or gift cards are eligible for redemption. To apply different point values to different services, you’ll need to create separate rewards for each one, assigning unique points requirements for redemption of each reward.
A sliding scale reward lets your clients exchange points in increments, giving them flexibility to choose how many points they want to spend. For example, if you set the reward as 100 points = $1 off, and a client has 500 points, they can exchange anywhere from 100 to 500 points to get up to a $5 discount at checkout.
This makes it easy for clients to use their points gradually while still enjoying their rewards.
Yes, clients automatically receive a summary email with their earned points, balance, and upcoming expiries. When clients reach a new tier, they receive an immediate notification about the rewards they've unlocked. These notifications are enabled by default, but you can customize them anytime in your Automated messages settings.
Clients can view their points balance and progress in their Fresha Wallet, under the Loyalty rewards section of their account. Learn more about how clients keep up with their loyalty progress and rewards.
Point expiry settings apply to all clients equally, including the expiry date.
Once points have expired, you cannot manually reinstate them. However, you can manually add new Loyalty points through the client’s profile.