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Set up and manage Loyalty tiers
Set up and manage Loyalty tiers
In this guide, you’ll learn how to set up a tier-based loyalty program, including adding rewards and perks that clients will receive when they reach each tier.
How Loyalty tiers work
Loyalty tiers let you reward clients when they reach milestones based on the points they earn or the amount they spend. Each tier can be customized with a unique name, color, and specific rewards or perks clients receive upon reaching it.
Edit a Loyalty tier
- From the main menu on the left of your screen, go to Clients.
- In the left menu panel, select Client loyalty and then click on the Tiers tab at the top to manage your tiers settings.
- Under Your tiers, next to the tier you want to update, click on the Actions button and select Edit from the panel.
- In the Edit loyalty tier view, update the Tier name.
- You can change the tier color by clicking on the color icon next to the name. In the pop-up, select a color and click on Apply.
- Under Goal to achieve tier, enter the required points or spending amount the client needs to reach the tier.
- Under Rewards, click on the Add button to create discounts or free items for clients in this tier.
- Under Perks, click on the Add button to add additional benefits for this tier.
- Click on the Save button in the top right to update the tier.
If Loyalty tiers were enabled before making changes, all tiers will be temporarily paused. To reactivate the program, click the Enable button next to Loyalty tiers.
You can create up to 5 loyalty tiers by selecting the Add tier button under Your tiers.
Add discount rewards to tiers
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Open an existing tier from your Loyalty tiers.
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Under Rewards click on the Add button to create a new reward type.
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In the Choose reward type step, select one of the following options:
- Amount discount: Provide the client with a fixed rate discount, for example, “$10 off”.
- Percentage discount: Provide the client with a percentage rate discount, for example, “10% off”.
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In the Add discount reward step, update the following details:
- Discount type: Select whether the discount is Single use only or Unlimited use.
- Discount value: Enter the discount amount or percentage that clients will receive.
- Eligible items: 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.
- Redemption limits: Set redemption limits including minimum spend, expiry time frame, 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 reward, and then the Save button in the top right to update the Loyalty tier.
The discount reward will now be available for clients to use when they enter the tier.
Add free item rewards to tiers
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Open an existing tier from your Loyalty tiers.
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Under Rewards, click on the Add button to create a new reward type.
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In the Reward type step, select Free service or Free product.
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In the Free service/product reward step, update the following details:
- Selected services/products: Click on Edit next to Services or Products, tick the items to include, then click Apply.
- Redemption limits: Set redemption limits including minimum spend, expiry time frame, or restrict to in-store redemption.
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Click on the Add button in the top right to save the reward, and then the Save button in the top right to update the Loyalty tier.
The free item reward will now be available for clients to use when they enter the tier.
Add perks to tiers
- Open an existing tier from your Loyalty tiers.
- Under Perks, click on the Add button to create a new perk.
- Enter a description in the pop-up and click on the Add button.
- Click on the Save button in the top right to update the Loyalty tier.
The perk will now be available for clients when they enter the tier.
Manage rewards and perks within tiers
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Open an existing tier from your Loyalty tiers.
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Next to a reward or perk click on Actions (three dots) and select one of the following options from the panel:
- Edit: Update the reward or perk and click on the Save button in the top right to apply the changes.
- Delete: Permanently remove the reward or perk from the tier.
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Click on the Save button in the top right to update the Loyalty tier.
When you edit rewards and perks within a tier, Loyalty tiers will be paused. Once re-enabled, only new clients who enter the tier will receive the updated rewards. Existing clients already in the tier will retain the previous rewards.
FAQs
When you make changes to your Loyalty tiers, tier progress calculations are temporarily paused. This gives you time to update settings without affecting client progress. Once updated, you can re-enable tiers to resume tracking.
When you re-enable Loyalty tiers, the system will automatically recalculate each client's tier based on your updated settings, such as total spend or points earned. This ensures all clients are placed in the correct tier moving forward.
As soon as Loyalty tiers is enabled, all your existing clients will be automatically enrolled into the tiers you have set up. This includes any new clients who book an appointment or make purchases.
Yes, clients will automatically receive a notification when they progress into a new loyalty tier. These are enabled by default, but you can adjust the settings anytime in your Automated messages.
Clients can check their loyalty tier status and progress in their Fresha client account under Wallet. Under Your current tier, they'll see their current tier, how much more they need to spend or how many more points they need to reach the next tier. See our guide for more on how clients use your Client Loyalty.
This ensures every client has a starting point and is enrolled in Loyalty tiers automatically.