Adjust a client’s rewards, points and tiers
In this guide, you'll learn how to make changes to a client’s rewards, points or tiers.
In this article
Adjust a client's rewards
You can manually add or remove rewards from a client’s wallet at any time whether you’re offering a special promotion or updating their available rewards.
- From the main menu on the left of your screen, go to Clients.
- Select Clients list from the left menu panel.
- Select the client to open their profile.
- In the menu panel of the client's profile view, select Wallet to view the client's rewards on the right.
- Choose one of the following actions to adjust the client’s rewards:
- Add rewards: Click on the Actions button in the top right of the client's profile view and select Add reward from the panel to manually assign a new reward to the client.
- Remove rewards: Under Rewards, click on a reward you want to remove. In the pop-up, click on the Remove button to permanently remove it from the client's wallet. Select Remove again to reconfirm.
- Add rewards: Click on the Actions button in the top right of the client's profile view and select Add reward from the panel to manually assign a new reward to the client.
- You can view each client’s reward activity, including rewards earned, redeemed, and expired, from the Rewards tab in their client profile.
Newly added rewards will appear in the client’s wallet and can be used at checkout. You can click on any reward to view details like expiry, minimum spend, or other conditions. Once a reward is removed, it will no longer be visible in the wallet or available to redeem.
Adjust a client’s Loyalty points
A client’s points can be updated manually to keep their balance accurate.
- From the main menu on the left of your screen, go to Clients.
- Select Clients list from the left menu panel.
- Select the client to open their profile.
- In the menu panel of the client's profile view, select Loyalty to view their points progress on the left.
- Under the client's Points, click on the Adjust button to update the points balance.
- In the pop-up, make the following changes:
- Add/Deduct: Choose whether you want to increase or decrease the client’s points.
- Amount: Enter the number of points.
- Notify the client: Tick the checkbox if you want to send them an update. If the client has opted out of receiving marketing emails, this will be disabled.
- Click on the Apply button in the pop-up to save the changes.
The client's point balance will immediately update to reflect the adjustment both in the client's profile and their Fresha client account.
When adjusting a client's points balance, you’ll be prompted to enter an email if the client does not have one saved on their profile. This email is used for a one-time notification only and won’t be stored.
Adjust a client's loyalty tier
- From the main menu on the left of your screen, go to Clients.
- Select Clients list from the left menu panel.
- Select the client to open their profile.
- In the menu panel of the client's profile view, select Loyalty to view their tiers progress on the left.
- Under the client's Loyalty tier, click on the Change tier button to update the client’s tier.
- Click on the Apply button in the pop-up to save the changes.
The client’s new tier will immediately be reflected in the client's profile and in their Fresha wallet.
Manually add a referral
- From the main menu on the left of your screen, go to Clients.
- Select Clients list from the left menu panel.
- Select the client to open their profile.
- In the left panel of the client profile view, click the Actions button and select Add referral.
- In the Edit client view, scroll down to Additional info to add the referral details.
- Under Referred by, click Add.
- In the pop-up, use the search bar to find and select the client who referred them.
- Under Rewards, the referral rewards set up in your Referral settings will be preselected.
- To remove the reward, click on the drop-down and uncheck the tickbox.
- Select the Apply button at the bottom of the pop-up.
- Click on the Save button in the top right to update the client's profile details.
On the client’s profile, you’ll see a Referred by field showing the name of the client who referred them.
Exclude a client from your loyalty program
- From the main menu on the left of your screen, go to Clients.
- Select Clients list from the left menu panel.
- Select the client to open their profile.
- In the menu panel of the client's profile view, select Loyalty to view their loyalty progress on the left.
- In the top right of the client's profile view, click on Actions (three dots) and select Exclude from Loyalty.
- In the pop-up, click on the Exclude client button to remove the client from the loyalty program.
Once excluded, the client will no longer earn points or advance through tiers, and they won’t be notified of the exclusion. You can choose to re-enable their loyalty participation at any time by following the same steps.
View a client's loyalty activity
You can view a client’s loyalty activity from their profile to stay up to date with their tier progress, points earned or spent, and more.
- From the main menu on the left of your screen, go to Clients.
- Select Clients list from the left menu panel.
- Select the client to open their profile.
- In the menu panel of the client's profile view, select Loyalty to view their loyalty details and activity.
- Under Recent activity, you’ll see updates related to their points, tier status, and spending history, along with the relevant dates. Click View all to expand the full activity feed.
- In the View all tab, you can see a chronological list of all updates related to the client’s loyalty activity.
- Each tab is organized to highlight specific areas of activity:
- Points: View points earned and spent, including the dates and total spend. Each entry links to the related sale where points were earned.
- Tiers: Track tier progression or regression, including movement dates. Manual tier changes are noted and linked to the team member who made the update.
- Referrals: See all successful referrals made by the client, including the referral date and a link to the referred client’s profile.
- Points: View points earned and spent, including the dates and total spend. Each entry links to the related sale where points were earned.
- The loyalty activity feed includes all activity since activation, giving you a complete overview of the client’s progress in your loyalty program.
FAQs
Yes, any updates to a client’s points balance are reflected immediately in their profile.
Yes, clients will receive a notification if you select the Notify client option and they have enabled marketing email notifications.
If you choose to notify a client about changes you’ve made to their loyalty points balance and no email is saved in their profile, you’ll be prompted to enter an email address. This email will only be used to send the update and won’t be saved to the client’s profile automatically.