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Manage a client’s loyalty status and rewards
Manage a client’s loyalty status and rewards
In this guide, you’ll learn how to manually adjust a client’s Loyalty points, tier, and rewards.
Adjust a client’s Loyalty points
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From the main menu on the left of your screen, go to Clients.
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Click a client in the Client list to view their profile, or use the search bar in the toolbar to quickly find someone specific.
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In the menu panel of the client's profile view, select Loyalty to view their loyalty status 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, choose to Add or Deduct points, enter the amount, and tick the checkbox to notify the client.
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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. his email is used for a one-time notification only and won’t be stored.
Update a client’s Loyalty tier
- From the main menu on the left of your screen, go to Clients.
- Click a client in the Client list to view their profile, or use the search bar in the toolbar to quickly find someone specific.
- In the menu panel of the client's profile view, select Loyalty to view their loyalty status on the left.
- Under the client's Loyalty tier, click on the Change tier button to update the client’s tier.
- In the pop-up, select a new tier for the client.
- 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
- From the main menu on the left of your screen, go to Clients.
- Click a client in the Client list to view their profile, or use the search bar in the toolbar to quickly find someone specific.
- In the menu panel of the client's profile view, select Loyalty to view their loyalty status 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.
Add rewards to a client’s wallet
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From the main menu on the left of your screen, go to Clients.
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Click a client in the Client list to view their profile, or use the search bar in the toolbar to quickly find someone specific.
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In the menu panel of the client's profile view, select Wallet to view the client's rewards on the right.
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Click on Actions 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.
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Choose the reward type and continue to set up the details:
- For a Discount reward, select either an Amount discount, for example “$10 off” or a Percentage discount such as “10% off”. Enter the value, choose the eligible items (Services, Products, Memberships, or Gift cards), and set any redemption limits.
- For a Free item reward, select Free service or Free product. Choose the items the client can redeem, and set any applicable redemption limits such as minimum spend, expiry timeframe, or in-store only use.
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Click on the Add button in the top right to save the reward.
Newly added rewards will appear in the client’s wallet and can be applied at checkout. You can click on the reward to view full details such as the reward expiry, minimum spend or any other applicable conditions.
Remove rewards from a clients wallet
- From the main menu on the left of your screen, go to Clients.
- Click a client in the Client list to view their profile, or use the search bar in the toolbar to quickly find someone specific.
- In the menu panel of the client profile view, select Wallet to view the client's rewards on the right.
- 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.
Once removed, the reward will no longer appear in the client's wallet or be available to redeem during checkout.
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.