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Adjust a client’s rewards, points, and tiers
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.
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.
- Open the client's profile from your Client list.
- 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.
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.
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Open the client's profile from your Client list.
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In the menu panel of the client's profile view, select Loyalty to view their points progress on the left.
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Under the client's Points, click on the Adjust button to update the points balance.
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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.
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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 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
- Open the client's profile from your Client list.
- 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.
Exclude a client from your loyalty program
- Open the client's profile from your Client list.
- 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.
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.